This is the first in a two part-series of articles that examines the sale of financial advice firms. In this initial article, we consider the various valuation methods that can be used to place a value on your business. Next month we’ll take a look at some of the ways that you can (positively) influence […]
/wp-content/uploads/2018/08/AdobeStock_193294139-copy.jpeg267400stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2018-08-30 08:48:012018-08-30 08:48:01What’s your advice business worth (to someone else)?
Trail commission. Is it the silver bullet that enables Financial Brokers to be paid for the value they add, to build value in their businesses and eventually sell the business at a healthy multiple? Or is it a somewhat opaque way for advisers to be paid, sometimes with very tenuous links between the value provided […]
/wp-content/uploads/2018/08/AdobeStock_29252999-copy.jpeg358400stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2018-08-30 08:45:342018-08-30 08:45:34What's the right fee structure for you?
Every summer I give one of these articles over to the subject of apps that I use all the time. This year, I’m taking a slightly different slant on it, and am looking only at apps that I use in my financial life. These cross over both my business and personal lives, as some of […]
/wp-content/uploads/2018/07/IMG_0587.jpg1334750stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2018-07-31 17:49:232018-07-31 17:49:236 financial apps I use all the time
I’m a huge fanboy of Future Cashflow Planning in general (and Voyant specifically) for 2 main reasons. Firstly when my own financial planner started using Voyant, it transformed our financial planning discussions. And I have also seen the hugely positive impact that Voyant has had on so many businesses around the country. I believe that […]
RDR, the Retail Distribution Review in the UK – do you remember how it was to herald the end of the world for advisers in the UK? So what has actually happened, and what can we learn in Ireland from it? I came across reports about 2 pieces of research that were carried out in […]
/wp-content/uploads/2018/07/AdobeStock_127157997-copy.jpeg350700stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2018-07-11 10:52:432018-07-11 10:52:43What can we learn in Ireland about adviser charges after RDR?
Creating a world class website is within the reach of financial brokers. The secret to it is to follow some simple guidelines, put a lot of work into creating excellent content and then pay a very high level of attention to the detail. If you’ve a fairly basic website or one that hasn’t been revisited in […]
/wp-content/uploads/2018/07/AdobeStock_168534889-copy.jpeg467700stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2018-07-11 10:50:242018-07-11 10:50:24What makes some financial broker websites world class?
What’s your advice business worth (to someone else)?
/in Brand /by stepchangeThis is the first in a two part-series of articles that examines the sale of financial advice firms. In this initial article, we consider the various valuation methods that can be used to place a value on your business. Next month we’ll take a look at some of the ways that you can (positively) influence […]
What’s the right fee structure for you?
/in Retention /by stepchangeTrail commission. Is it the silver bullet that enables Financial Brokers to be paid for the value they add, to build value in their businesses and eventually sell the business at a healthy multiple? Or is it a somewhat opaque way for advisers to be paid, sometimes with very tenuous links between the value provided […]
6 financial apps I use all the time
/in Communications, Social Media /by stepchangeEvery summer I give one of these articles over to the subject of apps that I use all the time. This year, I’m taking a slightly different slant on it, and am looking only at apps that I use in my financial life. These cross over both my business and personal lives, as some of […]
Is Future Cashflow Planning optional?
/in Sales /by stepchangeI’m a huge fanboy of Future Cashflow Planning in general (and Voyant specifically) for 2 main reasons. Firstly when my own financial planner started using Voyant, it transformed our financial planning discussions. And I have also seen the hugely positive impact that Voyant has had on so many businesses around the country. I believe that […]
What can we learn in Ireland about adviser charges after RDR?
/in Proposition /by stepchangeRDR, the Retail Distribution Review in the UK – do you remember how it was to herald the end of the world for advisers in the UK? So what has actually happened, and what can we learn in Ireland from it? I came across reports about 2 pieces of research that were carried out in […]
What makes some financial broker websites world class?
/in Communications, Social Media /by stepchangeCreating a world class website is within the reach of financial brokers. The secret to it is to follow some simple guidelines, put a lot of work into creating excellent content and then pay a very high level of attention to the detail. If you’ve a fairly basic website or one that hasn’t been revisited in […]