Nicola Watts: Why goal-setting is critical in Financial Planning firms

Well, who can believe that we’re already two weeks into 2019, and if the new year is going to continue at this pace, we’ll be at Christmas again, we’ll be wondering where the year went and why didn’t we get done all the things that we hoped to achieve.

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Nicola Watts: Celebrate what you've achieved

Like many of you, I’m sure, there is always a never-ending “to do” list of things that need to be done – work for clients, regulatory and compliance demands and plenty of work to be done on building and developing the business. 

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Nicola Watts: Financial Planning is a sharing community

Last week I attended the CISI Financial Planning Annual Conference and this week, as part of my duties as branch president of our local CISI branch, I was delighted to help in the hosting of a round-table discussion.

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Nicola Watts: Time to find my own work-life balance

In January 2017 I set myself a target that I would only be working a four day week and that I would be having the school holidays off. We work so hard to help our clients achieve their goals – this was one for me, time for myself every week and time with my girls during the holidays.

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