Category Archives: Uncategorized

Ad Valorem – latin – ‘according to the value’

Just read two more articles on adviser fee models. There‚Äôs something in the financial press almost every day now and yet, the majority of advice firms have not changed their fee model and anecdotally, many have no intention of doing … Continue reading

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Forecasting Utility

Time is money as the saying goes. This is particularly true in professional services firms, where the acquisition and distribution of knowledge is the name of the game. Understanding utility and how to maximise it, helps increase productivity and lends … Continue reading

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Building a Business Plan

At the 2014 IFP Conference, Rob ran through the key areas to think about when formulating strategy and building a business plan for growth. Here’s the audio –  

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