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
Wednesday, 30 November 2011
In this week’s No More Practice 2, CommInsure’s Tim Browne shows The Selector Group’s Ian Jordan and Brett Abikhair how to improve both reputation and referral potential through improving quality of advice. Fidelity International’s Gerard Doherty then shares the secrets of faster business growth with Brett and Ian, while Financial Design for Life’s Chris Browne learns the keys to successful negotiation and how to pick the right buyer for your business from Hall & Wilcox Lawyers’ Adrian Lynch. Our judges weigh in on our sellers’ progress and discuss the best ways to shorten the buyout period. Play
Tuesday, 29 November 2011 - Adrian Lynch
A pre-contractual summary of key deal terms can help ensure that "everyone is on the same page" before a binding commitment is made. However, care must be exercised to understand which terms are binding and to ensure that key terms agreed 'in principle' make their way into the substantive sale contract precisely as expected. Read More
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Suresh Prasad on Reality TV drives business outcomes