Turning financial planning clients away – is it good for business?

Turning away clients - is it good for business.

Towards the end of last year, I was privileged to be invited along to a focus group for a financial planning client of mine. A group of the firm’s clients had been invited along to a half-day event where an external marketing agency explored with the group a number of important questions, including…

Twice the productivity, with half the effort and none of the stress

Twice the productivity, with half the effort and none of the stress

Is twice the productivity, with half the effort and none of the stress a realistic goal for you and your business? And whether you think it is realistic or not, how much difference would this make to you? Many business people, if not all, are on the lookout for edges they can apply that will […]