Another year arrives and with it another opportunity to gear up your business for spectacular client service; sensational staff engagement; brilliant personal fulfilment; clarification and targeting of some amazing goals and dreams as well as turning in a splendid profit.

When I was considering what to write for my column, I thought you might be interested in hearing about the “No Spend Challenge” at Magenta.

I went to a financial seminar recently and on returning to the car park at the end of the day, the number of fancy cars got me thinking about measuring success and whether the Financial Planning community is as bad at coveting material things to demonstrate success, as some of our clients are.

A Financial Planning firm is celebrating its two-year anniversary and has hired a new Paraplanner to expand its team.