The Big Issues

Featuring the best and most trusted experts in the market, No More Practice Big Issues delves into the issues that matter for financial planners, providing practical advice, unique insights and pragmatic takeaways to help advisers grow and realise the full potential of their practice.

Business Efficiency

In an era of increased competition, market pressures and cost constraints, business efficiency is critical to the success of any practice. In this section we explore the latest trends in business efficiency for practice owners and management, as well as expert insights and advice across a range of areas that are critical to the effective and efficient operations of any professional practice. See all content

Buying

With consolidation on the increase in the financial advice arena, competition for good practices is strong. However, not all sellers have realistic expectations about the value of their practice, so acquirers need to follow a detailed and pragmatic process in getting the best value for money. In this section we provide the latest advice and insights from experts in the field for buyers to get the best bang for their buck. See all content

Client Engagement

Client engagement is critical to the commercial success of any professional practice. Whether it be engaging new clients or re-engaging inactive ones, effective client engagement is one of the keys to building practice value. In this section we explore some of the latest trends in client engagement and share expert insights and opinion on how to both engage new clients and re-engage with inactive ones with a view to improving revenue streams. See all content

FoFA & Legal

Professional practices are facing a complex array of legal and regulatory challenges. From the Future of Financial Advice through to day-to-day compliance and legal concerns, practice principals and advisers need to be across a number of key areas to make sure their business is legally ship-shape. In this section we explore a number of these key legal and regulatory trends, what they mean for professional practices and how they can successfully tackle them. See all content

Future Proofing

Having the know-how to deal with all the changes in our market is more vital than ever. And building a robust business that has clear succession plans, tight operations and a strong growth path is key. Get insights from those who've been there before and discover what you need to consider when creating your future-proof business. See all content

Growth & New Business

Business-savvy practice principals have a unique opportunity to grow and build their business. However, they need to take a forward-thinking and strong value-focused approach in doing so, whether it be funding for growth, business development and generating new sales. In this section we examine some of the latest trends in this area, with expert advice and opinion on how to grow and realise the full potential of your business. See all content

Selling

A combination of factors has led to an increase in consolidation in the financial planning space. It’s a seller’s market, with the big players actively looking to acquire good advice practices. However, realising the full value of a sale is easier said than done. In this section we look at the latest trends in valuations, provide expert advice on building and realising practice value and examine how sellers can maximise their final sale price. See all content

Tips & Traps

The road to selling your business can be rocky and having the benefit of prior experience can really help. Understanding the tips & traps of selling a practice can make a real difference to the final outcome. Get insights on what to look out for, and how to make the most of your opportunities, all from our panel of experts who've been there before. See all content

Valuations

No topic has proven to be more controversial than what financial planning practices are actually worth. Get the latest insight into how practices are being valued and what they're really fetching on the open market. With commentary from the industry's leading brokers and buyers, you'll get a better idea of what your business is worth, straight from the horse's mouth. See all content

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