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 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 Succession: handle with care Six reflections on selling an advice business and making it work for everyone involved, including you. What is an adviser’s true capacity? If you can help more clients and make more money, why wouldn't you? A comprehensive guide to transitioning your business Become a member now to access this free in-depth guide for transitioning your business. The money is in the planning To quote the Cheshire Cat, "Where you ought to go depends a good deal on where you want to get to." You hire a coach because they're not you You don't hire a coach because you're stupid – you do it because they see things you can't. Navigating common challenges in advice businesses In this industry, it’s important to focus resources on minimizing disruption. Get with the program Australian clients consistently rate their adviser’s communication in the bottom two out of nine KPIs. What's stopping you from reaching out?
