Dealing with the elephant in the room Advisers usually make all sorts of nice promises about their longevity and commitment to clients, yet virtually no firms are actively building a team of younger advisers to come through, nor do they have a viable succession plan emerging (let alone in place). …
How to achieve the best price for your business Financial planning businesses are very valuable – with good reason. They have extraordinarily loyal clients, a sticky recurring income business model and they help their clients deal with an ever-changing economic and legislative environment. What’s not to like? As a result, …
A few years ago I realised I had far too much on my plate. No big surprise really, it happens to everyone. However after looking at what was causing me the biggest problems, I decided that I needed someone to help me deal with some of the administrative aspects of …
This week’s brilliant guest blog comes from a good friend of mine from The Netherlands – Jelle Bartels. Jelle discusses the powerful role that mission, vision and values play in helping you to achieve your real business goals. Jelle Bartels in the Netherlands I first met Jelle about 8 or …
Barry Horner of Paradigm Norton I first met Barry nearly 10 years ago, not long after I first arrived in the UK and started working closely with the IFP. During that time I’ve seen him and the team at Paradigm Norton create what I believe is one the leading Financial Planning …