Changing a poor reputation: how much time should you invest?

Reading Time: 2 minutes | In one of our regular “How To Become A Member Of The Club” webinars, John Moss and I were asked a fantastic question about how much time you should invest in changing a poor reputation before moving onto a different firm? Here is how John and I responded:...
Exiting your firm to set up on your own? Read this first

Exiting your firm to set up on your own? Read this first

Reading Time: 3 minutes | If you are currently in practice and thinking about starting your own practice, this blog post tells you what you can expect from your soon-to-be-former employer and how to get your first clients. Starting your own practice: Not as easy as it may seem I’ve been...
The 3 most likely reasons why your leads are not converting

The 3 most likely reasons why your leads are not converting

Reading Time: 2 minutes | Do you find that you have good conversations with prospects which never quite seem to lead to paid work? You are not alone! This is one of the most common challenges professional advisors have with their business development. Particularly when they are new to business...
New partner buy-in: Everything you need to know

New partner buy-in: Everything you need to know

Reading Time: 0 Why are new partners required to buy-in to a firm? ?Unless you are being offered a salaried partner role, as a partner in a firm you are also an owner of the firm. This means that new partners are required to buy an equity stake, or as it is often known...