Stick or Twist?

It could be the biggest decision of your life. You want to know about the market and your own requirements, in order to make a sound decision on timing.

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Financial Planning vs Financial Planning

Everyone's a financial planner now, but there are differences in proposition and the overall shape of firms, which are important to both clients and the owners of these firms.

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Redefining Shareholder Value

Shareholder value is a financial term that refers to the amount of money a business makes. It can also refer to other factors, which can be just as important as money, depending on who makes the distinction.

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A few thoughts on what innovation in financial planning might look like and where it could come from.

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A little story about an embarrassing episode, a lesson learned and a link to some free resources to help you spend less time in management meetings and more time doing what you love.

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The Escalator

If you’re trying to build up the value of your business, one of the key things you will need to master is marketing. This blog captures some of the activities that actually work in the real world.

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Know your worth

The M&A market is extremely busy right now. With so much activity, you might be wondering what you’re worth. Finding out can be tricky.

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Back to the Future

Everything changes, but nothing changes. With so much money flowing into the financial advice market, we might be about to come full circle.

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Thanks for your interest…

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