13th September 2022
Thoughts occur
13th September 2022
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.
Read Article8th September 2022
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.
Read Article14th December 2021
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.
Read Article26th November 2021
A few thoughts on what innovation in financial planning might look like and where it could come from.
Read Article13th August 2021
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.
10th June 2021
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.
Read Article28th May 2021
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.
Read Article28th May 2021
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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