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Warren Buffet says that “risk comes from not knowing what you’re doing”. You may be running a successful and thriving financial planning practice but do you know how to sell it to the right buyer at the right price? If the perfect buyer strolled through the door tomorrow, would you be ready to launch into the sales process? Many practice …

Following on from our article earlier this year that examined the results of the Centurion Industry Snapshot, we thought we’d take another look at this data and whether the size of a practice, specifically its revenues, had an impact on the planner’s views of the market, growth targets and potential exit strategies. The survey asked our clients a number of …

Financial planners, like many others in the professional services space, are in the business of selling ‘advice’. Advice around how, where, when, why and what decision making is required to accumulate and protect assets at various stages throughout their lives. Often this advice is about assisting clients to avoid making poor decisions and choices. Often, the most critical time for …