by Mark Lamb | Apr 25, 2023 | Blog
Are you ready to take your financial advice practice to new heights? If so, we’re here to share some top tips and strategies to help you create a high-performance financial advice practice that’ll have clients knocking down your door. Let’s dive in!...
by Mark Lamb | Sep 30, 2022 | Blog
Today we introduce the latest expert we have added to our fold, John Whitehead, who we affectionately call ‘Cashflow John’. When first speaking to John, you are immediately struck by his passion and enthusiasm for all things Cashflow. His engaging manner make...
by Mark Lamb | Aug 8, 2022 | Blog
Working from home has become the ‘new normal’ for so many occupations, from financial advisers, to paraplanners, to administrators. So, having a comfortable home office is essential to work productively. Here are some ideas to improve your home office setup. 1. What...
by Mark Lamb | Jul 22, 2022 | Blog
Are you using your time productively? Or do you sometimes feel like you’re achieving nothing? Here’s a list of time management hacks that are perfect if you work in the financial services industry. Get your efficiency back on track and gain more time for the things...
by Mark Lamb | Jul 14, 2022 | Blog
There are so many mindset books out there, how do you choose which are the best to help you achieve success? To save you searching, we’ve put together a list of the top 5 we think will help you reach your professional and personal goals. 1. Atomic Habits: An Easy...
by Mark Lamb | Jul 4, 2022 | Blog
1. The Big Short This movie is about the housing market crash of 2008 which led to a global financial crisis unlike anything the world had ever seen before. Released in 2015, it tells the fascinating story of how Steve Eisman bet against the subprime lending industry...
