Monday, 23 July 2012
Having a clear value proposition is critical to the success of a business, but Mark Ballantyne says buyers are looking for systems and processes that can be successfully replicated and repeated. Read More
Wednesday, 4 July 2012
FoFA presents financial planning firms with a number of challenges. However, as Mark Ballantyne explains, good client engagement will not only make FoFA easier but also improve the value and saleability of your practice. Read More
Wednesday, 20 June 2012
In buying a book of clients, advisers need to make sure they pick the right book of clients to 'renovate' to ensure a good fit with their practice as well as the potential to turn a profit. Read More
Tuesday, 19 June 2012
In this episode, our judges provide our players with some final words of wisdom. Brett and Ian learn how to effectively scale their systems to maximise their technology investment and realise the potential value of their practice, while Chris learns how a long-term business strategy can assist potential acquirers in gaining clarity around practice value. Watch on as our judges deliver their verdict: would they buy our players’ practices? Play
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
Thursday, 24 May 2012
To get the best price for your business, the real difference is in the good will – why your clients like you, why they come back to you and why they are prepared to refer you. Read More
Monday, 21 May 2012
The introduction of the Future of Financial Advice (FoFA) will have a potentially significant impact upon the financial planning industry. Client engagement and the ability to deliver good advice in a way that clients value will become increasingly important in a post-FoFA world. Read More
Monday, 7 May 2012
Consolidation is on the increase in the financial planning sector, and there are a number of things buyers should keep an eye out for in the due diligence process of any potential transaction. Read More
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, 16 November 2011
In this week's No More Practice 2, Rod Bertino from BusinessHealth helps our players map their visions for developing better practice values. The Selector Group’s Ian Jordan and Brett Abikhair gain clarity on the types of equity positions they could take to market. Financial Design for Life's Chris Browne learns about the personal and professional implications plans of selling a parcel of C & D clients in order to focus on the Gen X & Y market segment. What will our judges think of the progress so far? Watch now to find out! 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, 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
hi mark,
nice piece on the value of client reviews when selling a practice.Here at Complete Client Connection(www.completecc.com.au) we provide this service to practices.
in fact one of your fin wiz practices has completed two months of trial reviews and generated $21,463 in prospective new advice income,corrected lots of wrong phone numbers and been very impressed at our reporting.
make a contact thru our website and i will be in touch.
cheers