Most RecentMost ViewedMost LikesMicromanagement is out – trust is in How do you lead a team in a flexible working world? Growing your PY adviser We're often asked how we retain our PY advisers after they complete the year, and the answer is simple. Most people fall into advice - maybe that's okay If we're going to get more people into this industry, we need to meet them where they're at. Follow your own path I'm sure you're being bombarded with 2024 reflections and 2025 suggestions, but this one's important. The small practice rollercoaster You can't control all the ups and downs – but you'll need a "what-if" plan to stay on track. The hunt for purpose and passion Advisers ask clients questions to help clients understand their goals. How often do they ask those questions of themselves? Can you be a professional without an office? COVID forced us to work from home, but it doesn't explain why we stayed that way. Everything counts (in large amounts) The Madison sale raises an important question: when you buy a licensee, what are you really buying? Why you need your culture on a page With M&A increasingly commonplace in the advice sector, it's worth discussing the most overlooked factor in a successful business transition. Culture shock Culture is no longer a "nice-to-have" – it’s the deciding factor in whether your employees stay or join the great resignation wave.
