Life insurance ownership is often overlooked, but it can make a big difference to who receives the money, how quickly it is paid, and how much control you keep. Your main ownership options include: • Owning your own policy: You keep full control and can direct the payout through your will. The trade-off is that […]
Category Archives: PLANNING
11
May
May
If you’re marketing your business on the Coast, chances are you’re already doing the basics well. You’re sharp on service, you know your numbers, and you work hard to stand out. But when everyone says they’re friendly and fairly priced, it gets noisy fast. Most of us have learned the traditional service and price models […]
12
Apr
Apr
At our recent session, we focused on sharing practical ideas to reduce our reliance on fossil fuels. The aim was not doom and gloom, but a shift in perspective. By looking closer to home and refocusing on the micro economy, we can ease pressure on fuel use while maintaining a positive, creative mindset. Reframe your […]
02
Mar
Mar
Momentum is everything in business. When your sales pipeline is humming, opportunities appear naturally and progress feels easy. But life has other plans. Family pressures, unexpected illness, or simply the intensity of a busy season can pull your focus away from the routines that keep your pipeline alive. And when that happens, deals quietly slow, […]
12
Dec
Dec
The power of action “Action speaks louder than words but not nearly as often.” — Mark Twain People make claims all the time, and it can be difficult to know who is being honest. One of the most effective ways to demonstrate integrity and stand out among competitors is to consistently do what you say. […]
16
Sep
Sep
What type of environment would you like to work in? There are advantages and disadvantages to bottom-up and top-down businesses. Top-Down vs Bottom-Up Top-down business models involve senior management setting big picture objectives and strategies that are then cascaded down through the organisation for execution, emphasizing efficiency and control. In contrast, bottom-up models incorporate input […]
09
Sep
Sep
Owning your own business has a lot of advantages, it is also balanced with plenty of challenges. We explore a few of the Joys and Perils in this article: Joys • Satisfaction – being self-supporting, possibly employing others, achieving targets, doing something you enjoy, developing new skills, stretching yourself • Flexibility – possibility to choose […]
18
Jul
Jul
Effective marketing is essential for any business, but with so many options available locally and online, it’s easy to feel overwhelmed. From digital channels like social media and Google ads to print options, networking events, and community groups—all have their place. The key is selecting the right mix that aligns with your business goals and […]
17
Jun
Jun
We explore some digital tools you might like to consider that could save you time. Some use AI. Everything related to this new technology comes with a warning. If you read it on social media it isn’t always true, ok so that’s obvious. But the same can go for AI. You can’t always trust the […]
27
May
May
A customer buying journey is just the professional way of saying these are the steps my customers take before they buy. When you understand the steps they take you will have a roadmap for how you can be there in the right place, with the right tools, to help them make the right decision – […]
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