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 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. Business case study: How technology can help grow your business Discover how one adviser automated his practice to better serve clients and build a thriving business Three ways to stress-test your cyber plan for 2024 Cyber threats to advice firms are an ever-present risk. Here’s how you can safeguard your practice. 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 Five micro changes with big impact Discover the five things you could be doing now to step up your efficiency. What is an adviser’s true capacity? If you can help more clients and make more money, why wouldn't you?