Most ViewedMost LikesNewest TopicsMost RecentTagged:TagEpisode 2: Back-office bootcamp1 MIN READ “When advisers talk about it taking X number of hours to deliver advice, it's usually because the paraplanners don't get the information that they need to efficiently and effectively turn the advice ...Episode 3: Sharpen your tools1 MIN READ “More and more practices are moving away from five tasks in their process down to one, simply by using Checklists.” Episode 1: Let's talk strategy1 MIN READ “It’s not unusual for us to see profit uplifts in excess of 30%, and in some cases in excess of 40%” Episode 5: The people plan1 MIN READ “Losing a staff member can cost the business around 150% of a salary.” Episode 4: Leadership intervention1 MIN READ Will their personal goals and plans for the future help or hinder Twomey’s success? Episode 6: Sizing up cyber risk1 MIN READ “It only takes the loss of one individual’s information to effectively ruin their life.” Episode 7: Down to business1 MIN READ “That big picture, clear goals for the future will help businesses decide what opportunities to progress.”
