John Joe McGinley, former head of Aegon’s Business Brain, has created a 14-step template to help advisers succeed in their business.
The founder of Edinburgh-based Glassagh Consulting has published a short guide for financial advisers, Evolution not Revolution – 14 Ideas to Take Your Business Forward.
The guide offers practical support in the form of a series of templates to create vision statements, action plans and tools to help deliver the desired results.
Mr McGinley said that the guide, which was developed in conjunction with intermediary forum Panacea Adviser, can also be downloaded free from www.panaceaadviser.com/businessevolution
Laurence Sanderson, independent financial consultant at Essex-based Sterling & Law, said: “Anything that imparts knowledge that will help improve the business is a good thing. Of course, Mr McGinley was also at Scottish Life and he had a lot of good ideas at Aegon UK, so his advice is welcome.”