That line came up again during this week’s Advice Guru Podcast, and it couldn’t be more true.
In this latest episode — The First Half of the Business Plan — we pick up where we left off last week, moving from why advisers should have a business plan to how to make it work in practice.
Joined again by Stuart Wilson, Andy Wilson, Mark Varela, Rich Baxter, and Tim Spencer, we explore how the Business Plan Guru Tool is helping advisers turn what used to be a one-off task into a living, measurable process that actually drives business growth.
What really stood out this week was how different everyone’s approach can be — some advisers think in cases, others in pound notes — and that’s exactly why the tool needs to flex around each business rather than forcing everyone into a template.
We also touched on client reviews, business visibility, and what “success” really looks like in 2026.
It’s not just about doing more cases — it’s about doing the right ones, tracking performance, and learning what actually works.
If you’ve been following the series, this episode connects the dots beautifully.
If not, it’s a great place to jump in and see how advisers are planning for the year ahead.
🎧 Listen here → [Insert podcast link]
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