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 »
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 »
July 8, 2026 In many financial planning firms, when something goes wrong, the first instinct is often to blame the
Your Process Is Not Broken. Your Handover Is. Read More »
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 »
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 »
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 »
February 17, 2026 Across the financial planning profession, there is no shortage of information. Webinars. Guidance notes. Regulatory updates. Frameworks,
From insight to implementation: the real challenge behind “How do I?” Read More »
January 28, 2026 Internal controls are often designed for ideal conditions. Clear desks. Plenty of time. Fully staffed teams. No
Why most internal controls fail under pressure Read More »
January 15, 2026 When something isn’t working, the instinctive response is often: we need better tech. And sometimes that’s true,
Not every problem needs a new system Read More »
January 6, 2026 When Financial Planning firms review their processes, the focus often falls on documentation. Those questions matter, but
What really matters when reviewing a Financial Planning practice’s processes Read More »