Most RecentMost ViewedMost LikesBusiness case study: Why Anne Graham sees her role as that of a life coach Taking the time to really get to know your clients can be a prudent way for advisers to get ahead. How much does your advice book need to be worth before you sell? When preparing to sell a financial advice business, the value of your book is only one part of the equation Five micro changes with big impact Discover the five things you could be doing now to step up your efficiency. Episode 2: Back-office bootcamp “When advisers talk about it taking X number of hours to deliver advice, it's usually because the paraplanners don't get the information that they need to efficiently and effectively turn the advice around.” Scams and bad actors: managing your risk Cyber criminals fleeced Aussies to the tune of more than $3 billion dollars last year – and that’s just the scams that were reported. This cyber expert can help you prepare for the worst Episode 1: Let's talk strategy “It’s not unusual for us to see profit uplifts in excess of 30%, and in some cases in excess of 40%” Your 10-year exit: Year-by-year guide to building a "sellable" advice business Your transition from full-time adviser to happy retiree is a few years in the making, if you want to sell with minimum stress and for maximum profit 3 ways improving processes can speed up your SoA creation Find out how keeping your processes up-to-date can help streamline SoA delivery AMA: I’m Jessica Lamb, director of Practice Dynamix, Ask Me Anything! With over 15 years of experience in the financial planning industry and experience working with over 350 advice practices around Australia, I help bring businesses into the future. On Wednesday 24th April from 11am to 11:30am, I will be available to answer any burning questions you might have. Whether it’s about utilising the power of technology in the advice process, integrating sound business processes or uncovering Xplan’s hidden gems – start popping in your questions below and Ask Me Anything! Update: This AMA has now ended but please continue to pop your questions down below or in the discussion forums and make sure you tag me at jessica.lamb . Succession: handle with care Six reflections on selling an advice business and making it work for everyone involved, including you.
