The Business You Think You’re Running
Oct 20, 2026 When did you last follow the work? Most financial planning practices have some form of documented processes. […]
The Business You Think You’re Running Read More »
Implementation
What’s the difference between a Standard Operating Procedure (SOP) and a Process?
July 16, 2026 And where does the RMCP Fit in? After posting my first Reality Checks video on YouTube, titled
What’s the difference between a Standard Operating Procedure (SOP) and a Process? Read More »
Your process document is not your process.
June 9, 2026 A documented process can look perfectly sensible until you ask one simple question: “Who actually owns this
Your process document is not your process. Read More »
Panic or Prioritise?
June 1, 2026 We are almost halfway through the year, which is usually the point where operations people start doing
Panic or Prioritise? Read More »
Processes vs behaviour
May 8, 2026 There is often a lot of focus on designing better processes… Better workflows. Better templates. Better systems.
Processes vs behaviour Read More »
You trained your team. So why isn’t it working?
May 8, 2026 One of the most common frustrations I hear in businesses is this: “We’ve already trained the team
You trained your team. So why isn’t it working? Read More »
Compliance Theatre in Financial Planning Practices
April 7, 2026 Most financial planning practices are compliant. At least… on paper. If the Implementation Gap is the distance
Compliance Theatre in Financial Planning Practices Read More »
The Implementation Gap in Financial Planning Practices
March 17, 2026 The financial planning industry does not lack frameworks or guidance. What many practices struggle with is implementation.
The Implementation Gap in Financial Planning Practices Read More »
Compliance is clear. Implementation is where it gets messy.
March 2, 2026 Very few practices struggle to understand compliance requirements. The challenge starts when those requirements need to live
Compliance is clear. Implementation is where it gets messy. Read More »
“We know what to do… we just don’t have time to build it properly”
February 24, 2026 One of the most honest conversations we hear in practices sounds like this: “We know what needs
“We know what to do… we just don’t have time to build it properly” Read More »