June/July 2021

Download the latest copy of Wealth Leaders here.

In this issue of Wealth Leaders, as we enter an everchanging hybrid working world, we take a look at the best ways to support remote workers and keep them engaged and connected to the business.

We also take a look at how a clearly defined business strategy can help to achieve the right balance between innovation and changing consumer preferences to enable your business to grow and gain a competitive edge.

Meanwhile, if you’re looking for some motivation, business podcasts are increasingly becoming a good source. In this edition we list a further 10 essential podcasts you should listen to in 2021. 

Download the latest copy of Wealth Leaders here.

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...