5 ways to avoid paying the piper when buying, selling or merging
Whether you’re buying, selling or merging an advice business there will be a number of factors at play which, while not perhaps garnering the attention…
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The marketing plan you should have when you don’t need a marketing plan
Most of our advice firm clients have told us over the last few years, they have no problems attracting new clients, while their established clients…
The time to repair the roof is when the sun is shining
‘The time to repair the roof is when the sun is shining’ – J.F. Kennedy The interest in M&A, buying/selling and succession planning in general…
5 Things you and your clients probably don’t know about each other (and probably should) (part 3 of 5)
Picking up from our theme of last year, this is the third of our 5 part series in which we drill down to specific actions…
5 things you and your clients probably don’t know about each other and probably should (Part 2 of 5)
Part 2 – Do you really know how satisfied your clients are? The only way to be absolutely certain that your clients are satisfied with…
5 things you and your clients probably don’t know about each other and probably should (Part 1 of 5)
Continuing on from our recent webinar (slides available here: <5 things you and your clients probably don’t know about each other (and probably should)>), this…