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People, Processes and Profit

by Bob Blurton April 14, 2022 No Comment

In my work with financial planners I have many conversations about the three “P’s” – People, Processes and Profit. These

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Getting the Balance Right

by Bob Blurton February 4, 2022 No Comment

I recently reviewed some key metrics of a financial planning practice. The Principal has reached out for help. He feels

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Virtual General Manager for Financial Planning Businesses

by Bob Blurton August 25, 2021 No Comment

The demands of Financial Planners in running their own business and attending to their client needs have never been greater.

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We Can All Learn From Our Clients

by Bob Blurton November 23, 2020 No Comment

I had the pleasure recently of reviewing the Business Health Catscan – client survey results of one of my coaching

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Recent Posts

  • People, Processes and Profit
  • Getting the Balance Right
  • Virtual General Manager for Financial Planning Businesses
  • Lifting the Fog of Change
  • Challenges for Sole Practitioners

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