Most RecentMost ViewedMost LikesI’m the captain now Why are so many advisers getting their own AFSL? Hard to find Become a member now to access this free in-depth guide for attracting and retaining talent. Efficiency isn't just about tech As the Advisely Index shows, tech is critical to improving advice efficiency – but that's not the whole story. Six secrets to succession Become a member now to access this free in-depth guide for transitioning your business. Succession: handle with care Six reflections on selling an advice business and making it work for everyone involved, including you. Business 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. 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 Hearing what's unsaid: principal dependency Given that the adviser to key clients is also the business owner in many firms, you can see a clear problem emerging: what happens if the owner decides to exit the business or otherwise wind back their client-facing activities? 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 What is an adviser’s true capacity? If you can help more clients and make more money, why wouldn't you?
