#businessimprovement – Your General Manager

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

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

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

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