Please check out my short vlog on a popular question I’m often asked… Are practices selling for 3 times recurring revenue?

  With worldwide industry disruption and technological advances occurring at a rapid advance, figuring out your career prospects can seem a little daunting, particularly in the finance sector. Robo advice and automated investing platforms are increasingly popular which begs the question: what is the future of financial planners and is it a good career option? A recent survey conducted by …

We all make a multitude of decisions every day: what to wear to work, what kind of coffee to order, what to pack for our kids’ lunches. But what about about more important, life changing decisions? Like ones about finances and investment. How do we arrive at these more complex decisions? Daniel Kahneman (an Israeli-American psychologist, Nobel economics laureate, and …

Theodore Roosevelt once said that: “People don’t care how much you know until they know how much you care.” Whether you’re running your own financial planning firm or working as an employee, the art of genuine client engagement is an important professional skill – and it can make or break your bottom line. When times get tough, top clients become …

It’s a given that clients want their financial adviser to be an expert – wisdom, knowledge and industry experience is par for the course. But what about the other personality traits and ‘soft’ skills of a great financial adviser? Former AMP Horizons director Tim Steele once described the attributes needed to succeed in a financial planning role as a love …

Please check out my latest 2 minute Vlog – Due Diligence: When do you do it, and why?  

There’s much to be learned about business from a qood quality Netflix series. ‘The Crown’, the network’s popular TV series exploring the life of Her Majesty Queen Elizabeth II is no exception. Why? Because the British Royals obviously spend a great deal of time thinking about succession plans. Just like any successful business, one of the world’s grandest and longest …