August/September

Download the latest copy of Wealth Leaders here.

Inside our August September edition, we take a look at how to track the progress of your firm for future success, and how setting performance indicators (KPIs) and targets can provide an important way of measuring your performance.

We also take a look at how to cultivate your leadership style and the qualities needed to be an effective leader in order to build operational success.

You can view the latest magazine by clicking the link above.

Speak to our M&A team to find out more about how our unique acquisition model could work for you.

Market insights

Building and maintaining strong client relationships Expectations of working with a financial adviser have changed. The digital world we live in...
Proven processes that increase profitability and minimise risk. In financial services, it’s all about the clients. What your clients need, what they...
The right time to sell your business is dependent on so many personal and market-based factors, however, now is certainly the time to at least...
Faced with rising operational costs and regulatory pressures, the challenges of growing a financial advice firm are increasing. As a result, many...
The structuring and use of earn-outs are very much the norm in the sale of any people-based business owing to the more involved and fluid nature of...
Your clients could dictate when is the right time to sell There is a common misconception amongst IFA business owners that a more mature business...
Whether it is building a personal or a business relationship, the one thing that plays out time and time again, is that forming relationships over a...
Pensions are complicated, so how can you be sure you are doing the right thing? We all want to retire but with a potential pension minefield out...