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COVID-19 and the impact on the charitable sector

By Mark Holton on Jun 5, 2020

This month I thought we would look at something a little different. The past few…

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How to Get the Bank to Say Yes – Now and in the Future

By Mark Holton on May 8, 2020

More and more there is a compelling need to deal effectively deal with Banks. In…

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Watch that little red dot (reprise)

By David Smith on Apr 9, 2020

A few years ago I wrote this piece about the need to develop new skills…

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Smithink and Cash Flow Story special COVID-19 offer

By on Mar 26, 2020

As you know, the team at Smithink and Cash Flow Story are passionate about helping…

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Talking with your peers is more important than ever

By David Smith on Mar 26, 2020

In this new world where so many of us are working at home, one can…

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How to see the financial impact of key business decisions before they are made?

By Mark Holton on Mar 9, 2020

How to see the financial impact of key business decisions before they are made? What…

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The challenge of margin squeeze

By David Smith on Feb 7, 2020

As part of our online collaboration network sessions, we benchmark the firms in the group….

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Business advisory using a divisional approach

By Mark Holton on Jan 10, 2020

As we enter a new decade, I have been thinking about the ongoing issue in…

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Clear as mud

By David Smith on Dec 6, 2019

Often when I am undertaking a firm review I see documents and emails of advice…

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Hope in Financial Planning

By David Smith on Oct 3, 2019

Over the course of the past year or so I have written and spoken many…

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Millennials Rising

By David Smith on Aug 9, 2019

In late July we conducted our popular Young Guns workshop for emerging leaders. It is…

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The Most Important 10 Seconds in Your Firm!

By David Smith on Aug 8, 2019

When I conduct client consultative groups for firm a question I ask is whether the clients have visited the visited the firm’s website and for what purpose. Sadly the answers are quite depressing.

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