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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RJIS Conference 2014

Attended and spoke at this year’s RJIS Conference in London recently. Here’s the highlights video…

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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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Business Model Canvas – Your Holiday Planning Sorted

There’s a popular miss-conception that holidays are an opportunity to switch off, relax and unwind. If you own a business then chances are you will be unable to switch off completely. Even if you have sufficient discipline to avoid calling the … Continue reading

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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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Adviser Compensation – What’s in it for me?

I love watching cartoons with my kids. The sound of a childs uncontrollable laughter is something special. Tom & Jerry rules in our house and while tickling our ribs recently, I was reminded of what could well happen to many … Continue reading

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