Category Archives: Wealth Management

Integration

There are many reasons why a growing business might consider an acquisition strategy; challenges to organic growth, tough competition, high costs, low valuations and so on. Whatever the reason, there are 3 main keys to success; fit, price paid vs … Continue reading

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Perspectives on Business Value

Corporate finance can be a complex subject, but it’s also one of great interest, especially if you own a business you hope to sell at some stage in the future. It’s human nature to try and simplify the complex and … Continue reading

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IFP Accredited Firms Annual Conference Presentation

Here’s a peak at the presentation delivered at the 2014 IFP Accredited Firms Annual Conference. http://prezi.com/8jw4dbe8hkym/?utm_campaign=share&utm_medium=copy

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The EV Formula

Wouldn’t it be great if there was a simple formula that codified the development of enterprise value for service businesses? Well, here it is, The EV Formula… V is for Viability It should go without saying that any business must … Continue reading

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Top 5 Financial Planning Myths

I’m a big fan of self-directed learning and read, listen, watch and generally absorb all sorts of information. One subject close to my day job is that of financial planning. I’ve observed a number of so called thought leaders talking … Continue reading

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Cut Down to Size

Last night I played basketball. Motivated by what can only be described as a ‘White men Can’t Jump’ moment in the summer (http://www.youtube.com/watch?v=ebIGjo3Fzlc ), I found a local team and pitched up ready to pick up where I’d left off. This … Continue reading

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Valuing IFA Businesses

I must admit, I’m writing this blog as much for my own benefit as yours. I get more requests to ‘pick my brains’ about how to value IFA businesses, than almost any other subject. So, to avoid the contents of … Continue reading

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Wealth Management in 2020

Here’s a short Prezi discussing the state of Wealth Management in 2020. http://prezi.com/fhhajpuppj8a/wealth-management-in-2020/?kw=view-fhhajpuppj8a&rc=ref-14759939

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Show Me The Moneeeeeyyyyyy

Lot’s of chatter about vertically integrated firms this week. To explain and as per my tweet to @petematthew yesterday – in simple terms, you grow the wheat, make the bread and own the shop… Bit like an insurance company 20 years ago. … Continue reading

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Back to the Future…

I wrote the entry in italics below 5 years ago in response to an article on a certain magazine’s website. That was back when the conversation on their boards was grown-up and purposeful – so a long time ago! Anyway, I … Continue reading

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