So you’ve made the big move… Your business is in growth mode and you’ve decided to accelerate that growth by acquiring another advice business that’s for sale. The price has been agreed, as has the structure of the deal relating to the earn-out period and terms for the owner of [...]

I recently shared the most relevant findings for financial advisers in the Edelman Trust Barometer 2025, in which we saw continuing challenges for the financial services industry in relation to trust. As we all know - without absolute trust in you and the services you offer, strong client relationships will [...]

Trust. It sits at the heart of a financial broker’s business. It’s that magic ingredient that you can’t survive without, but unfortunately you can’t just go out and buy it, or even simply ask for it. It can only be earned by what you do, and by what other [...]

A previous article that we wrote about when it’s time to fire a client drew a fair bit of comment... It proved to be a situation that many financial advisers have experienced. However, now it’s time to take a look at the flip side of the coin – when [...]

As someone who runs a niche business myself, concentrating solely on the financial advice sector, I'm a real believer in the potential to run a niche financial advice business. I'm also aware of lots of financial advice businesses that are pursuing niche strategies. I've written before about how niche [...]

I became aware a while ago of a family business, thankfully not in the financial advice space, that had failed. Their products were excellent, their target market was big and while there were some competitors, they weren’t a huge threat in reality. This business should have succeeded but didn’t. [...]

I’m fortunate to be dealing with several of the best and most progressive financial planning businesses in the Irish market. A common trait among these firms is their constant challenge and revision of their own proposition, ensuring they can deliver ongoing value to their clients consistently and through every [...]

This could be the single question I’m most frequently asked… Of course, I’m not talking about what you are required to show on your website in relation to commissions received, as outlined by the Central Bank. Let’s be honest, the information provided is often “as clear as mud” and [...]

Developing a strong partnership with a professional introducer requires skill, patience and most of all - a lot of proactive effort. Yes, some relationships with the likes of accountants begin with a couple of clients being introduced to you, but this usually peters out if that ongoing commitment to [...]

As an important element of the research completed for Brokers Ireland on “The Evolution of the Broker Market 2030”, we identified 12 areas to be considered by Financial Brokers to help prepare your business for the changing market environment.  This final action is probably the most important - developing [...]

As an important element of the research completed for Brokers Ireland on “The Evolution of the Broker Market 2030”, we identified 12 areas to be considered by Financial Brokers to help prepare your business for the changing market environment. We now turn our attention to your people, who are [...]