Ruth Sturkey believes even the most successful adviser is on the cusp of greater things. Here she explains how a cashflow planning light bulb moment changed her outlook and helped her business evolve
How you can change people's lives through financial planning? For many this means a change in mindset from transactional advice to a more comprehensive, life-focused service. You may provide a great client advice service already. Why change? Change is time consuming, unsettling and means you need to learn new things. You have a sound business; you are profitable; you have satisfied clients who trust you. What's the incentive? Evolution not change I believe you are on the cusp of even greater success. I stood in your shoes at the start of my journey. I was successful, yet I felt dise...
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