Are You Staying Ahead Of The Curve?
Like so many of us, I joined the financial planning industry to make a positive impact on people’s lives. I have always found it rewarding to help clients fulfil their lifelong dreams, guide them in periods of transition and provide support during challenging times. However, as firms grow, advisors are often forced to focus on […]
Do We Buy It or Do We Build It?
It’s a question every growing business eventually faces: Do we buy it or do we build it? To meet client demands and create economies of scale, companies like Apple, Amazon, Netflix and Microsoft all buy some of their services. Conventional wisdom mandates that a modern company only build tools that enhance ROI and build up […]
