Does your online presence need a good kick in the rear? Nearly every adviser I know appears on web based search tools like Vouched For and Unbiased. These online lead generators should form a component of the marketing efforts for most firms. If you’re not embracing them, you’re missing a trick. …
This week’s guest blog is from Mark Dennison, Managing Director of The Compliance Department. TCD is a boutique compliance consultancy that gets the concept of financial planning both from a business and regulatory perspective. Having said that, they work for firms across the model spectrum. Mark Dennison – United Kingdom Mark featured …
Creating a bigger, better business If you want to take your business from medium to large sized (and I mean large in our industry context, which is £2-3M+), there’s a significant shift that needs to occur. Simply doing 10% more each year won’t cut it. In all likelihood you’ll just …
Pushing past the startup stage Well done! You’ve survived the start-up phase, where you’ve gone from £0 turnover up to £150,000 – £300,000 (or more). The question now turns to ‘what’s next?’ Make no mistake, just getting to this place deserves a big pat on the back. However, you don’t …
Structuring an internal buyout In last week’s newsletter, I discussed how selling to an external buyer comes with some moral hazards that for many advisers, they would rather avoid. The issue is, will the new owner treat clients and your team with the same level of care and attention as …