By Almo Lubowski, CFP, South Africa
Nobody is under any illusion that a financial planning practice is in the business to be profitable and serve as a source of income for its owners and employees. However, it is unfortunate that many still overlook the need to engage in implementing some important practice management strategies for their businesses in favour of purely focusing on sales targets and production.
These practice management strategies are too easily and too often overlooked because they do not directly relate to generating revenue or acquiring clients, at least not initially. Yet, they are an absolute necessity in building a foundation for a practice that wants to grow and thrive in the long term. Focusing too much
Continue reading Good Practice Management and Sales: A Continued Tug-of-War
