Market Fluidity Has Increased. What are the Ramifications for Practice Owners?
Market fluidity – Practice Sales across the financial advice practice market continues to increase as PE capital inflows and ownership models evolve
Industry Insights – Advice Efficiencies with Kelly O’Brien
R2A recently sat down with Kelly O’Brien from the Entireti Licensee to discuss current trends in practice management. With a background as a Practice Manager in an IFA business, and now a Licensee Practice Manager with Entireti we asked what are her top 5 ‘must haves’ for an advice practice? Generous with her knowledge, she…
Success Story – Financial Planning Practice succession plan
The future is clear and his passion for advice has returned SUCCESS STORY FOR A FINANCIAL PLANNING PRACTICE with a built-in SUCCESSION PLAN BACK FROM THE BRINK…. Several years ago, a self employed Adviser well known to me suggested he was getting out of advice and selling his business after a twenty year career. Exhausted,…
AFSL – Self Licensing vs Licensee Services
In this series we look to examine and compare the benefits of AFSL Self Licensing vs Licensee Services for Financial Planning practices.
Starting a Financial Advice Business – 5 Must Haves
There is a lot to consider when starting any business, and you’ve probably got some great ideas in mind. Starting a Financial Advice Business should be fun and exciting! Without going into detail, we recommend these 5 must haves for Starting a Financial Advice Business Our 5 Must Haves for Starting a Financial Advice Business…
Starting your Business? Forget about the money…..
3 Reasons starting your own business or having equity will benefit you, more than just the money!