Wednesday, 27 March 2013
In this episode of No More Practice 4, Sam Henderson discusses his plan of attack for business growth with Barry Lambert and Robbie Bennetts, while Jim Taggart shares his key lessons to-date and thoughts on life post-sale Play
Wednesday, 27 March 2013
In this issue of Reality Check, Barry Lambert outlines five elements of a good business plan, Robbie Bennetts details the best organic growth strategy for practices and Anne Graham provides seven steps to getting the most out of professional development. Earn 0.5 CPD points by successfully completing a quick assessment. Read More
Wednesday, 27 March 2013
CountPlus’ Barry Lambert looks at how practices can build referral networks and generate more business Play
Wednesday, 27 March 2013
Business owners need to get the basics right in plotting a strategic path for their practice, writes Barry Lambert Read More
Wednesday, 6 March 2013
This issue of Reality Check examines how to best pursue organic growth for your practice, the four steps to making your business attractive to buyers as well as how to best handle working with ASIC in the event of a breach. Earn 0.5 CPD points by successfully completing a quick assessment. Read More
Wednesday, 6 March 2013
Experience counts in the financial advice and accounting industries, and there is much that viewers can learn from Barry Lambert and Robbie Bennetts, writes Vanessa Stoykov Read More
Wednesday, 6 March 2013
Organic growth is one of the soundest growth strategies practices can pursue as a practice owner, adviser or accountant, writes Barry Lambert Read More
Wednesday, 6 March 2013
Barry Lambert, Founder of Count Financial and Chairman of CountPlus, explains what he looks for in a business when he’s looking to acquire Play
Tuesday, 5 March 2013
This week on No More Practice, Barry Lambert coaches Sam Henderson on how to best grow his SMSF practice while Robbie Bennetts talks Jim Taggart through the process of maximising his earn out. Play
Wednesday, 21 November 2012
In February 2013 “No More Practice” - the most talked about Financial Reality Show premieres on SKY. Meet the two new stars of Series 4 as young gun Sam Henderson grapples with his path for growth and Veteran Jim Taggart farewells the business he passionately built. Industry heavyweights, financial experts & ultimately Judgement Day. Play
Wednesday, 3 October 2012
There are a number of steps advisers can take to both increase client acquisition and improve client engagement, writes Barry Lambert Read More
Wednesday, 5 September 2012
There are five steps to developing a succession plan that will help realise the best price for your business, writes Barry Lambert. Read More
Wednesday, 29 August 2012
Count Financial founder and executive chairman, Barry Lambert, recently shared his personal insights on 30 years of growing practice value at the No More Practice Live conference. Watch on as he discusses how he built Count Financial and realised its full potential and value. Play
Tuesday, 14 August 2012
If you want to sell your business, then you need to position yourself so that someone will want to buy you. Barry Lambert explains how he built Count by spotting a gap in the market and building a unique business. Read More
Wednesday, 1 August 2012
There are many factors that practice owners should weigh up in making the decision to sell. Barry Lambert says the decision to sell Count Financial to Commonwealth Bank was an easy one thanks to a number of personal and professional motivations. Read More
Monday, 18 June 2012
From having a good quality business through to minimising risk for potential acquirers, there are a number of elements to consider in successfully positioning your financial planning business for sale. Read More
Wednesday, 13 June 2012
In this episode, our players reveal whether they have been successful in closing their deals and our judges turn the heat up on their business plans. Brett and Ian are grilled about the commercial viability of their business model and learn the importance of having a clear client value proposition. Chris explains how a board of advice has benefited his business and learns the importance of having a long-term strategy. Our players benefit from the judges’ last minute advice before facing them in the final episode of No More Practice 3: Judgement Day. Play
Friday, 8 June 2012
Not all financial planning businesses need their own Australian Financial Services Licence (AFSL).
Financial planners need to focus on adding value for clients instead worrying about complying with
an AFSL. Read More
Tuesday, 5 June 2012
Our players receive their last words of advice from experts, DFK’s Terry Slattery and ANZ’s Paul Barrett, on bulletproofing their business plans before facing the judges in No More Practice 3: Judgement Day. Play
Tuesday, 29 May 2012
In this episode, mentors Barry Lambert and Robbie Bennetts call in the experts - DFK’s Terry Slattery and ANZ’s Paul Barrett - to cast the rule over our players’ business plans. Play
Tuesday, 22 May 2012
Ambitious players Brett and Ian have made some bold decisions on the future of their business and its time to put their key learning’s to the test. Watch how they present their revised business plans to mentors, Barry Lambert and Robbie Bennetts – laying bare their plans for funding and top line revenue growth. How will their ambitious approach be received? Find out as they stress test their strategy under the watchful gaze of their mentors. Play
Tuesday, 15 May 2012
‘The Mentors’ and industry veterans, Barry Lambert and Robbie Bennetts are back to guide ‘The Sellers’ through the challenges facing financial services today. The series opener focuses on getting absolute clarity around the numbers. Key takeaways include the importance of getting the practice valuation right, the benefit of help from the outside, understanding your clients and opportune times to sell. So take your boardroom seat. Play
Wednesday, 11 April 2012
In No More Practice 3: Judgement Day, follow the final steps of our players in their quest to grow their practice value. Will Brett and Ian raise their $1 million to expand their business? Will Chris successfully sell his parcel of clients to fund further growth? Watch on as they share their key learnings from the No More Practice Journey, while our mentors and industry experts provide them with some final advice before the judges deliver their final verdict: would they buy our players' practices? Play
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
Wednesday, 9 November 2011
This week on No More Practice 2, Barry Lambert advises The Selector Group’s Ian Jordan and Brett Abikhair on the biggest issues they will face in their quest to raise $1 million. Chris Browne of Financial Design for Life will work with his mentor, Robbie Bennetts, to lay the foundations for successfully selling a parcel of C and D clients. Can our mentors put the sellers on the right track? What will our judges think of the mentors’ advice? Play
Wednesday, 2 November 2011
Chris Browne of Financial Design for Life wants to sell a parcel of clients to increase business efficiency while The Selector Group’s Ian Jordan and Brett Abikhair are on a quest to raise $1 million to fund expansion plans. Watch their journey begin as they outline their vision to mentors, Barry Lambert and Robbie Bennetts. Play
Tuesday, 25 October 2011
Welcome to the launch of No More Practice series 2, the only reality show for the financial planning community. Building upon the standout success of series 1, No More Practice 2 brings together the biggest names in the industry and follows the journey of financial planners on the quest to grow their businesses. Watch the deals unfold as our players encounter the best in the business. You won’t believe what unfolds on the show and who ends up ahead. Play
Monday, 26 September 2011
In the lead up to the launch of No More Practice season 2, Barry Lambert has suggested that many advisers will find it difficult to cope with a transition to a fee-for-service model post-FoFA. Play
Thursday, 15 September 2011
Count Financial’s Barry Lambert argues that FoFA will increase costs for financial planning businesses, the AFA’s Richard Klipin discusses how business valuations may change post-FoFA and Perpetual’s Geoff Lloyd underlines the importance of robust business models in practice value. Play
Thursday, 11 August 2011
The Future of Financial Advice (FoFA) reforms present the financial planning industry with a number of issues. The ban on commissions in particular is problematic, because there are many areas of finance where commissions are allowed... Read More
Tuesday, 9 August 2011
The Future of Financial Advice (FoFA) reforms will result in a change of models for many financial planning businesses. As a result, parts of the industry will fragment and more planners will provide “limited scope” advice Read More
Friday, 5 August 2011
Barry Lambert argues that many businesses are doomed to failure because they are founded on poor business models, while Robbie Bennetts describes why operating structures are critical to maximising potential value in the long-term. Play
Thursday, 4 August 2011
Robbie Bennetts explains why acquirers lose up to 20 per cent of revenue in the transition process while Barry Lambert explains how sellers can tailor their business to buyers’ requirements. Play
Tuesday, 2 August 2011
Barry Lambert and Robbie Bennetts talk about how their knowledge and different industry views can assist in shaping, developing and improving financial planning in its professional journey. Play
Monday, 1 August 2011
Barry Lambert discusses issues with fee-for-service models under FoFA, while Robbie Bennetts argues why flexible business models are needed to future-proof practices against regulatory changes. Play
Monday, 18 July 2011
Last year we released No More Practice to wide acclaim from the advice industry, with more than 12,600 viewers watching two planners sell their businesses. This year the show has become a whole lot bigger. Play