There’s certainly been a lot written, and re-written (thanks FoFA) on the practice management pages of Helping Advisers in 2011.

Here’s a summary of the topics we covered during the year.

How good is your Latin?

Da mihi castitatem et continentiam, sed noli modo.

“Grant me chastity and continence, but not yet.”

...and remain on-track and referrable.

Note: This is the third in a series of three articles on referrals.

Who you gonna call?

In the first article of this series, the contrarian view of not asking for referrals was put forward as the most successful means of obtaining them. Put simply, you are better off getting your name into your client’s mind, than trying to squeeze referral names out of theirs.

John Nolan talks about the importance of managing your C & D clients particularly as FoFA draws near.