
In my work with financial planners I have many conversations about the three “P’s” – People, Processes and Profit. These
Read More ...In my work with financial planners I have many conversations about the three “P’s” – People, Processes and Profit. These
Read More ...I recently reviewed some key metrics of a financial planning practice. The Principal has reached out for help. He feels
Read More ...The demands of Financial Planners in running their own business and attending to their client needs have never been greater.
Read More ...I had the pleasure recently of reviewing the Business Health Catscan – client survey results of one of my coaching
Read More ...