Savvy IFAs looking to offload their businesses in the New Year are building up their profits to entice buyers rather than relying on selling on a recurring trail basis, according to a consultancy that deals in adviser merger and acquisitions.
Rebecca Jones investigates whether having a street-side office is, or ever was, important for financial advisory firms.
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Rebecca Jones finds out how to tell if a client is truly happy with your service or if they are merely smiling politely and searching for the exit.
Phil Mitchell, partner at Harbour Key, highlights some important considerations for business owners contemplating a sale.
Creative marketing isn't just confined to the multi-billion-pound megabrand industries - financial advisers (and even those with only four members of staff) can get in on the act too.
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