Most RecentMost ViewedMost LikesSuccession: handle with care Six reflections on selling an advice business and making it work for everyone involved, including you. Five micro changes with big impact Discover the five things you could be doing now to step up your efficiency. "JFDI" and other words of wisdom "Just f***ing do it" might be a little purple, but it's gotten me out of a perfectionism rut on more than one occasion. A comprehensive guide to transitioning your business Become a member now to access this free in-depth guide for transitioning your business. The magic of tiny tweaks and small wins From little things, big things grow – particularly in financial planning. 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 3 ways improving processes can speed up your SoA creation Find out how keeping your processes up-to-date can help streamline SoA delivery I'm Peter Worn, Advisely expert in advice process and technology Advice needs to focus on collaboration - sharing ideas and, occasionally, sharing the pain. 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?
