A valuable article by Brett Davidson highlighting the importance of process.

In our experience lack of process hinders financial advice firms from moving forward, though many feel that process puts constraints on leveraging new opportunities.

Yet on the other side of the coin, business owners have told us that as soon as they introduced internal processes, they were actually able to 'loosen the reigns', knowing that agreed processes would support individual initiatives.

Brett is one of the good guys and well worth investing time and money with.