28th May 2021
We consume significant amounts of background information, in order to refine our thinking and the solutions we provide for clients. Our blog is a place where we share incomplete thoughts, so please read on at your leisure, but bear in mind this is not advice.
Whatever the shape and size of your business, creating the conditions whereby everyone’s efforts are maximised towards the achievement of specific goals, is a critical occupation. It’s also incredibly challenging, particularly if you have more than one role to play in the firm. Here’s a selection of resources to help you lead your organisation forward.
17th August 2020
When defining your client proposition, the subject of financial planning vs financial advice almost always comes up. While the majority of our clients identify with financial planning, creating a scalable proposition that can accommodate differing depths of detail, is a challenge.Read Article