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…

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.

This week’s blog is all about the hourly rate business model. Well worth a listen for anyone looking at different pricing approaches.

In my experience, selling skills are not as strong as they should be in a lot of financial planning firms.

Here are my reflections on 2023. Do you agree with my take on things?