While there has been a very welcome influx of young, qualified individuals into the financial advice profession in recent years, a significant proportion of successful advice businesses continue to be led by older, experienced advisers who built up these businesses from scratch. A high number of these businesses have seen children of the owner join […]
https://stepchange.ie/wp-content/uploads/2020/10/ian-schneider-TamMbr4okv4-unsplash-scaled.jpg17092560stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2022-12-07 08:02:592022-12-07 08:02:59Succession planning in a family advice business
Did that get your attention? Not being a member of the fairer sex, I’m sometimes accused at home of taking too long to get things done or only doing one thing at a time. However this piece is definitely not a man v woman piece, instead I hope it reminds you of the ability and incredible […]
https://stepchange.ie/wp-content/uploads/2022/12/shutterstock_1427157785.jpg478700stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2022-12-07 08:01:472022-12-07 08:01:47Can men multitask?
Financial planning is a fairly simple concept. There, I’ve said it! It is at least in the eyes of clients, who consider it broadly as sorting out their money stuff. Of course, effective financial planning is anything but simple. It takes a lot of expertise, talent and a really good process to transform the financial […]
https://stepchange.ie/wp-content/uploads/2022/10/adobestock_172889842.jpeg267400stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2022-10-27 15:59:422022-10-27 15:59:42What questions are you most often asked?
I became aware quite recently 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 was very fortunate to be given […]
https://stepchange.ie/wp-content/uploads/2022/10/shutterstock_1492614863.jpg467700stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2022-10-27 15:50:222022-10-27 15:50:22The importance of structures in a family advice business
The last few years have generally been very good times for financial advisers. Many of you have grown significantly through your own efforts and those of your team. However there are many of you who have looked to turbo charge this growth through acquisition, either of a book of business or indeed through buying another […]
https://stepchange.ie/wp-content/uploads/2022/09/adobestock_165315939.jpeg309400stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2022-09-30 14:04:162022-09-30 14:04:16Questions to ask yourself when growing through acquisition.
We wrote last month about the different ways in which a potential buyer will look to value your business. This is a follow-up piece about how you might increase the value of your business, to ensure you extract the very best price possible. Obviously your recurring income is a crucial starting point. However a good […]
https://stepchange.ie/wp-content/uploads/2018/10/AdobeStock_206888777-copy.jpeg267400stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2022-09-30 13:59:442022-09-30 13:59:44How do you improve the value of your practice?
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Succession planning in a family advice business
/in CommunicationsWhile there has been a very welcome influx of young, qualified individuals into the financial advice profession in recent years, a significant proportion of successful advice businesses continue to be led by older, experienced advisers who built up these businesses from scratch. A high number of these businesses have seen children of the owner join […]
Can men multitask?
/in CommunicationsDid that get your attention? Not being a member of the fairer sex, I’m sometimes accused at home of taking too long to get things done or only doing one thing at a time. However this piece is definitely not a man v woman piece, instead I hope it reminds you of the ability and incredible […]
What questions are you most often asked?
/in CommunicationsFinancial planning is a fairly simple concept. There, I’ve said it! It is at least in the eyes of clients, who consider it broadly as sorting out their money stuff. Of course, effective financial planning is anything but simple. It takes a lot of expertise, talent and a really good process to transform the financial […]
The importance of structures in a family advice business
/in BrandI became aware quite recently 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 was very fortunate to be given […]
Questions to ask yourself when growing through acquisition.
/in BrandThe last few years have generally been very good times for financial advisers. Many of you have grown significantly through your own efforts and those of your team. However there are many of you who have looked to turbo charge this growth through acquisition, either of a book of business or indeed through buying another […]
How do you improve the value of your practice?
/in BrandWe wrote last month about the different ways in which a potential buyer will look to value your business. This is a follow-up piece about how you might increase the value of your business, to ensure you extract the very best price possible. Obviously your recurring income is a crucial starting point. However a good […]