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 »
Operational Clarity
Why Teams Keep Asking the Same Questions
Sep 14, 2026 There is a particular kind of frustration that shows up in many financial planning practices, and it
Why Teams Keep Asking the Same Questions Read More »
Ownership Needs Clarity: Why Self-Managing Teams Still Need Management
Aug 21, 2026 Practice owners often say they want a self-managing team. What they usually mean is that they want
Ownership Needs Clarity: Why Self-Managing Teams Still Need Management Read More »
Solve the first problem first
July 27, 2026 Â I recently delivered a lecture for Moonstone on something I see quite often in financial planning
Solve the first problem first Read More »
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 »
When Everyone Is Helping, But No One Owns It
July 2, 2026 Helpful teams can still create fragile processes when ownership is unclear. In many financial planning practices, work
When Everyone Is Helping, But No One Owns It 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 »
Why Most Junior Adviser Models Fail (And What We’re Missing)
April 13, 2026 There’s a recurring pattern I see across many financial planning practices: A junior adviser joins the business
Why Most Junior Adviser Models Fail (And What We’re Missing) Read More »
Growth exposes what your operations were hiding
March 9, 2026 Growth is often seen as a success signal. More clients. More staff. More opportunity. But growth also
Growth exposes what your operations were hiding Read More »