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 […]
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Operational Clarity
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
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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
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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
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Panic or Prioritise?
June 1, 2026 We are almost halfway through the year, which is usually the point where operations people start doing
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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
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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
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Clarity is the most underrated productivity tool
February 16, 2026 Most productivity conversations focus on tools, techniques, or time management. Very few focus on clarity. And yet,
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The difference between being busy and being in control
January 23, 2026 Busyness is easy to recognise. Control is not. Many teams operate at full capacity: calendars packed, inboxes
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Not every problem needs a new system
January 15, 2026 When something isn’t working, the instinctive response is often: we need better tech. And sometimes that’s true,
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