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 Episode 1: Organic growth bootcamp Kylie sits down with growth expert Dr. Katherine Hunt to tackle her growth challenge and develop a strategy to support her ambitious plans. 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 Succession: handle with care Six reflections on selling an advice business and making it work for everyone involved, including you.
