What it is with October and November being conference central? Anyway, the upside of that is I’ve learnt/relearnt (!) some interesting new things recently!

As the owner of a small business, you can’t just focus on your own stress and managing that, you also need to support your staff through all this change.

Financial product providers make nearly all of their income from sales via financial planners but do they actually utilise their services?

Have you stopped celebrating wins - both the big and the small?

Watch my latest video presentation for easy tips and tricks to deliver a better onboarding experience to your clients!

Well this is exciting! Mayflower is a finalist in the 2019 Fintech Business Awards.

I recently participated in an interesting online discussion about ongoing fees and annual reviews – specifically what to do when your service package includes an annual review.

I recently had the pleasure of speaking at the Accountants Daily Strategy Days. My presentation was focused on how to market your business.

Recently I talked about the findings from a piece of research that Vanguard did in 2016. You can read about that here. I am also pretty keen on the old market research, and did some of my own with consumers who have seen an adviser for the first time in the last year or so. There were lots of interesting findings, but one that was seriously concerning. It turns out, that your clients aren’t really sure if they can trust you, even after they have implemented your advice!