Most RecentMost ViewedMost LikesSuccession: handle with care Six reflections on selling an advice business and making it work for everyone involved, including you. A comprehensive guide to transitioning your business Become a member now to access this free in-depth guide for transitioning your business. 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? The victory of the urgent It's tempting to put off the important tasks, but our research suggests practice profits are suffering for it. Don't let the stuff distract from your main game Return-to-office policies are causing stress for many employees. How are advice businesses dealing with it? How are we going (really)? Surely it’s not too big a stretch to envisage employees opting to work with an employer who has a clear set of objectives over another who doesn’t?
