Resource Hub
Articles and advice to help you improve the efficiency of your financial planning business.
The Secret Weakness of Growing Firms: The Official Client List
The Secret Weakness of Growing Firms: The Official Client List Written By Mark LewinPosted March 2026 Most financial planning businesses don’t have a growth problem. They have a clarity problem. On the surface, everything looks fine. Clients are engaged, revenue...
Click Here To Read MoreWhy Financial Planners Must Build a Business System to Increase Valuation
Why Financial Planners Must Build a Business System to Increase Valuation Written By Mark LewinPosted March 2026 Most financial planning businesses believe enterprise value is created through growth, more clients, more revenue, higher funds under advice. In reality, acquirers and...
Click Here To Read MoreThe Five Principles to Build a Better Business System
Working with your clients to help them achieve their financial and lifestyle objectives is the ultimate goal of your financial planning business. But financial planners get distracted, and this reduces the hours in a day that can be applied to...
Click Here To Read MoreFrom Impossible to Predictable
Back Office Hero’s guide ‘From Impossible to Predictable – Transformation Guide is an easy-to-use roadmap to transform your practice. Focusing on efficiency, systems, and processes for unlocking growth our guide is a must read for all practice owners.
Click Here To Read MoreListen to your Business
Listening is the ability to accurately receive and interpret messages in the communication process. Good listening allows you to demonstrate that you are paying attention, even when you are surrounded by distractions and white noise. Quite often practice owners will...
Click Here To Read MoreBusiness Planning with an Information Memorandum
Crafting an annual Information Memorandum (IM) is critical for a financial planning practice trying to survive in an ever-shifting business environment. An IM is traditionally used during the sale of a business, but it is equally important as a vital,...
Click Here To Read MoreThe Strategic Value of a Board of Advice
Establishing a Board of Advice presents an opportunity for financial planners to enhance their business performance. This strategic move can elevate a financial planning firm’s effectiveness by leveraging diverse expertise, ensuring compliance, and attracting referrals. Your Board of Advice is...
Click Here To Read MoreOne Good Idea Four Times A Year
During a typical year, all of us are capable of coming up with at least one good idea to improve our business prospects. One innovative idea can be the catalyst for success. Now imagine having access to not just one,...
Click Here To Read MoreNeed help applying these principles to your own business?
Then contact the team at Back Office Hero to learn more about our business consulting services.