As we move into 2026, most financial planning businesses will do what they have always done at this time of year. They will review performance, revisit goals, refine strategy, adjust operations and look closely at systems and processes. Some will do this thoroughly and thoughtfully; others will do it quickly, more out of obligation than conviction. Either way, the focus will be on the business. This is not wrong. A business needs direction and structure. It needs clarity arou

For many financial planning businesses, the early years of an advisor’s career are the most uncertain. Firms invest in recruitment, training, compliance and support only to watch capable individuals leave the industry before reaching stability. On the advisor side, the pressure to generate clients quickly can feel overwhelming, especially in a market where consumers are cautious, competition is high and trust must be earned over time. The challenge is not a lack of talent. It

Coaching has always been part of FI Consult’s DNA even though we have never placed it on centre stage. It has grown organically through years of work alongside business owners and leadership teams, shaped in part by Jason Bernic’s experience coaching individuals across the financial-services landscape. It is also supported by associate coaches who bring something rare to this sector. These are individuals who combine deep financial-planning experience often including the Cert

We are witnessing a distinct acceleration in acquisition activity across the financial-planning market. Not only are large firms actively seeking growth through acquisitions, but smaller practices are also playing an increasingly proactive role. Those with five advisors, ten advisors or a niche client base are looking to buy or merge in order to grow their book, enhance client service, share infrastructure and lighten the burden of ownership. Here are some of the key dynamics

Many financial planning businesses operate on the belief that more clients automatically means more profit. But what if part of your...

Recent insights into how our brains work are reshaping advisor‐client relationships. Understanding the brain – especially the dynamics...

Igor Buinevici’s Strategy Pyramid  visual is a valuable tool for thinking about strategy. It breaks down a company’s strategy into three...

Many financial service providers enter into worksite agreements hoping to generate leads and provide valuable financial advice to...

The role of a financial planner extends far beyond numbers and investment strategies. In today’s evolving financial landscape,...

As a financial planning business owner or leader, you’re likely focused on growth strategies: acquiring clients, building efficient...

Creating an effective organisational structure is crucial for the success of any financial planning business. A well-defined structure...

Financial Planning businesses of any size can create immersive client experiences by focusing on personalisation, engagement, and...

This is one of the questions we deal with when developing a strategy for a business. If you are a retail watch seller today, you are not...

From Strategy to Success: Embracing Flexibility and the Central Big Idea The Traditional Strategy Model: Point A to Point B In...