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In last week’s Tactical Tuesday webinar we interviewed Daniel Brammall, President of the Profession of Independent Financial Advisers (PIFA), about ‘all things independence’ in financial planning, including… what it means to be independent and how this is defined at law the benefits and obligations associated...

It is easy to get focused on dealing with short term issues and to loose sight of the longer term business goals you are aiming for. Admittedly, a large number of these current issues are significant and are having huge impacts on staff, clients and...

Last week I had the opportunity to co-present “Leadership is evolving daily” with Deb McQuinn from Strategic Resources Network on our Tactical Tuesdays webinar. I’ve highlighted some of the key takeaways in this quick article...