Friday, 17 February 2012 - Alan Kenyon
With financial planning practices finding it harder to write business following the GFC, firms are either acquiring others in a bid to improve both their top and bottom line, while others are both selling and buying books of business to improve revenues. Read More
Friday, 10 February 2012 - Greg Bright
Selling a business in the current climate, particularly in the uncertain world of financial planning, can be difficult. As such, practice owners need to be patient and offer a consistent and credible message to potential buyers. Read More
Friday, 27 January 2012 - Craig Donaldson
The financial planning profession faces a number of challenges as a result of FoFA. However, the reforms present financial planners with a number of opportunities to run more efficient, collaborative practices with a strong focus on value. Read More
Friday, 20 January 2012 - Robbie Bennetts
Most financial planners perform very poorly when it comes to selling their business, but if you want to sell your business successfully, there are a number of important steps to follow. Read More
Monday, 16 January 2012 - Craig Donaldson
There is a significant trust gap between those who use the services of financial planners and those who don’t. This is a major issue for the financial planning profession, and potential conflicts of interest are something that must be addressed if the profession is to improve its standing in the eyes of potential clients. Read More
Wednesday, 7 December 2011 - Alan Kenyon
When you are buying a professional services business that relies on ongoing client relationships, can you ever really grab a bargain? Expert Broker, Alan Kenyon explores this question. Read More
Wednesday, 7 December 2011 - Alan Kenyon
Alan Kenyon comments on the use of debt financing to fund business growth and explains some key considerations to getting it right. Read More
Wednesday, 7 December 2011
In this final episode of No More Practice 2, the players reflect on their journey and share their key learnings. The Selector Group's Ian Jordan and Brett Abikhair are clear on their plans for the future and explain how they came to an unexpected conclusion in their decisions. Financial Design for Life's Chris Browne reflects on how his horizons have broadened regarding potential buyers and how this has benefited him. What do our judges think? Watch on as our sellers prepare for the all-important Judgement Day! Play
Monday, 5 December 2011 - Robbie Bennetts
The top issues facing Australia's financial planning industry right are FoFA, revenue and competition. Financial planners need to get the balance right in addressing each in order to make sure their business model is viable and sustainable. Read More
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