YGM NEWS
Here you will find a source of interesting and educational articles from Bob's work with financial planners and their staff.
People, Processes and Profit
In my work with financial planners I have many conversations about the three “P’s” – People, Processes and Profit. These
Getting the Balance Right
I recently reviewed some key metrics of a financial planning practice. The Principal has reached out for help. He feels
Virtual General Manager for Financial Planning Businesses
The demands of Financial Planners in running their own business and attending to their client needs have never been greater.
Lifting the Fog of Change
I have seen many signals that there has never seen a better time in our Industry for financial planning business
Challenges for Sole Practitioners
It can be challenging running a sole adviser practice. Sole Practitioners are responsible for everything. Client advice and relationships and
What are the reasons clients say they seek advice?
What do your clients say are the reasons they seek advice from you? It is an interesting question? However, is
How to Attract Children of Your Clients
Over recent months there has been some interesting research published regarding two important issues regarding providing financial planning services to
Common Value Drivers that Engineer Success
In my work with many financial planners across the Industry I continue to see critical areas of business operations that
Wouldn't it be great to have an experienced General Manager on your team?