I have recorded three informative videos that offer businesses advice on managing expectations, paraplanning problems, and business goals. I hope you find these valuable.
Introducing the vicious cycle of expectations: In this video, we introduce what we call the vicious cycle of client expectations that advisers and advice practices can fall into. Typically, the December/January break is the best possible time to pull yourself out of this trap.
If you want some help with how to do this in practice, drop us a line or book a virtual coffee here before you fall in any further.
Getting ahead of your paraplanning problems before it’s too late: If you’ve ever considered engaging a freelance paraplanner, or you think you might benefit from one at some point in the future, this video highlights what you should do to get ahead of the game.
Sourcing ideas for your business goals that are sitting under your nose:
When we go into a practice, we always ask the team what they think. Whilst having an open-door policy is good, having a structured process to capture and manage feedback is great.
This is something we do as a matter of course, so if you’d like to learn more hit us up at patrickflynn.info for a virtual coffee.