Expert Wealth won Adviser Firm of the Year and added £1M of saleable value in Just 3 Years (even though they don’t want to sell). Check out their story.
Displaying 532 Posts written by brett
Easy On The Carrots
Want to build a successful business full of great people you can trust to do a fantastic job for your clients? Avoid bad incentives. Here’s article 2 in my series on getting your remuneration right.
Be Different (When It Comes To Remuneration)
Remuneration when done right can help build a successful business and make it stand out in the market. Here’s how (Part 1).
The Truth About Sale and Succession
There is a lot written and spoken about sale and succession, but before you disappear down the rabbit hole, you’ve got to answer one key question…
How To Create Your Own Succession Plan
Are you interested in, or worried about what will happen to your clients and your team after you’ve gone? This week I explore some great thinking from the US on the topic of succession planning.