Thinking of selling your financial planning practice? Whether you’re ready to retire or just looking for a new direction, there are steps you can take to ensure a successful sale without your clients jumping ship. Read more.
Data modelling. It’s not a foreground topic for many business owners, but with a little diligence it’s one that can lead to tangible (and profitable) growth. Not convinced? If you believe your business is perfectly profitable without a data model or a data management plan, let me ask you another question.