Resources

IFP25 Presentation

Click here to see Rob’s IFP 25 presentation on supply chain management.

Video

Click here to see a collection of business-related videos we’ve found for you on You Tube.

Management Information

If you are changing the way you work and using client/value propositions for the first time, then here’s a quick list of some of the ratios you need to be tracking. No point in making the changes, if you have no idea what you’re looking for. Grab those management accounts, data from the back office system and whatever else you have and start bashing out the ratios – you’ll never look back!  Management Information – Key Ratios for IFA Firms

Business Planning for IFAs

Here’s a quick article I wrote for Citywire, with a simple framework for business planning. Published October 2010.  How to get the Business You Want by the end of 2012

The Deal Diary

If you’re thinking about selling your business, then read The Deal Diary, it’s a series of articles written by Rob Stevenson for Citywire and it tells the story of the sale of a business, from both the Vendor and Purchasers perspectives. There are 7 articles and ‘lessons learned’ after each article. Hope it serves.  The Deal Diary