To round off the year I look back at the three articles that have resonated most with readers over the course of 2017. They hit on some major topics that we focus on at FP Advance – why doubling your revenue is easier than you might think, the secrets behind client happiness, and success while keeping your soul.
If you missed them the first time around, here they are for you to catch up on. I hope you enjoy them.
Have a merry Christmas and a great New Year.
Wherever you are on your business journey, you need to give yourself some credit for simply still being in business. Building a business is a marathon, not a sprint. So perseverance counts for plenty.
Let me ask you a question; could you grow your business revenue by 10% in the coming 12 months? Just 10%.
Do you ever think to yourself, “I can do better than this”? Are you ready to take things up a level? If you are, then here are some issues to consider that are important for all advisers and business owners.
Let’s start with a question: what’s the most important thing to do if you want to generate more referrals from the clients you work with?
As anyone who knows me will attest, I’m all for Financial Planning businesses, and any other businesses, making a profit. In fact, I’m hot on it. I just can’t sit by and watch good Financial Planners earning a mediocre living. It hurts me. It’s why I do what I do.
However, I’m also hot on the fact that you can achieve that goal AND be a force for good.