business profitability Archives - Page 2 of 4 - FP Advance

Displaying 20 Posts categorized under business profitability

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26 Standards of Performance for Financial Planning Greatness

Achieving greatness What separates the good from the great in Financial Planning? In fact, what separates the good from the great in any endeavour? We all know greatness when we see it. It might be in the sporting arena; a team or an individual that, in that moment, leaves everyone …

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Behind the Business: Holland Hahn & Wills

Holland Hahn & Wills, based in Hampton Wick, are a Financial Planning business that are really finding success and going places. The three partners, Chris Hirsch, Jason Lurie and Simon Ainley, are all in their 50s and doing some of the best work of their careers, proving that it’s never …

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Behind the Business: Fortitude Financial Planning

Fortitude Financial Planning, based in Northants, are a brilliant financial planning business. I use the word ‘business’ rather than ‘firm’ or ‘practice’ quite deliberately. Their approach, and the success they’re achieving, provide a great example to anyone trying to build a business that doesn’t lose its core values as it grows …

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3 Ways to Sharpen Up Your Sales Skills

Revisit your first meeting skills How are your first meetings going with new prospective clients? Only you’ll know the answer to this, but here are a few questions to help you focus: Are you converting as many clients as you’d like to? Are you able to set up a situation …

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Moving Forward: Focus on Financials

Information is power If you’ve been working on the first five areas to get you moving forward: culture and values, people, process, business management, and client profile, then there’s just one last area to focus on. Your financials. Most firms can produce loads of so called management information (MI), but …

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