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
Tuesday, 8 May 2012
From opt-in to the best interest test, through to the fee-for-service and conflicts of interest, Mathias Cormann, Shadow Minister for Financial Services and Superannuation, would make a significant number of changes to the Future of Financial Advice legislation if a Coalition Government comes to power in the next federal election. 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, 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
Wednesday, 23 November 2011
In this week’s No More Practice 2, NAB Financial Planner Banking’s Shane Kirsch discusses debt financing with The Selector Group’s Ian Jordan and Brett Abikhair and shows them how to structure debt in order to avoid being hamstrung by repayments. Mills Oakley’s Martin Checketts then shows Ian and Brett how to cover all their legal bases when it comes to financing. Financial Design for Life’s Chris Browne also meets with Kenyon Partners’s Alan Kenyon, who shares the keys to getting the best price for a parcel of C&D clients. 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
Thursday, 8 September 2011
Financial Design for Life’s Chris Browne discusses the need to reform his business model ahead of FoFA and the impact it will have on remuneration models for financial planners. Play
Loading ...
Comments