Leadership

• 10 top tips for effective conversations about change

  

  How can we effectively share ideas for change within our firms and ensure that our point is correctly heard?

• How many hats can a regulated Supervisor wear?

  

  The role of regulated supervisor is a complex one which requires support, especially for those new to the role, says Apricity MD Cathi Harrison

• Do you want a 2-Star or a 5-star business?

  

  To move a business from good to great and to unleash the full skillset of the owner and his/her team, requires one thing, says Brett Davidson, MD of FPAdvance

More Articles

• Business success starts here

  

  Business coach Brett Davidson pinpoints one key skill business leaders need if they are to maintain and grow their business

• Who comes first – staff or clients?

  

  Brett Davidson argues there are three very good reasons to first focus on creating a happy team if you want happy clients

• Some assembly required: building the perfect team

  

  Business coach Brett Davidson looks at what makes for the best financial planning firm team members and how to get them 

• When busy is not best practice

  

  Addressing a fake work ethic can not only free up more of your time but also make doing your job more satisfying, argues Brett Davidson, managing director of FP Advance

• How to perfect your processes

  

  There’s an unseen enemy lurking within your business. It’s a lack of defined processes, says Brett Davidson, MD of FP Advance

• Business depression – and how to tackle it

  

  It’s surprising how many business owners go through a period when running their business is bringing them down rather than exciting them. That’s both natural and treatable, says Brett Davidson

• Why adviser training must leverage technology

  

  How adviser firms can engage with the new breed of adviser and upskill their staff – and do so under their own brand ‘academy’

• When time out of the business is well spent

  

  Experiencing an ‘accidental sabbatical’ allowed Brett Davidson to process what had worked and what hadn’t in his business and literally set off in a new direction

• Skills pay the bills

  

  If you’re not getting the results you want from your business, there are core skills you can work on to redress that, says Brett Davidson of FP Advance

• What does it take to lead an adviser business?

  

  Running your own business can be tough. ABR talked to adviser business leaders about the key attributes they believe are needed to be a success.