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Drop in the ocean
By 2034, adviser numbers won’t be enough to serve even half of the projected number of Australians set to retire. How will you scale your business, segment your clients, and meet the rising demand for retirement advice? This guide gives you the strategy. Click below to download.
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The great retirement rescue
A staggering 2.5 million Australians will retire in the next decade, unlocking $540 million in potential advice fees. With growing government focus on the retirement phase of super and a flood of new market entrants, the pressure is on to deliver smarter, more accessible retirement advice. Hear from Iress, John O'Mahony…
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Succession: handle with care
Our industry is a vibrant community of passionate and professional individuals with a common purpose: helping clients achieve what's important to them in life and/or getting them from point A to point B. Collectively, we are helping build better futures. This community is very diverse in terms of composition, location,…
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How to maximise the value of your Financial Planning business to prepare it for sale
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How much does your advice book need to be worth before you sell?
To fetch top dollar when selling your advisory business, how much should your financial planning book be worth? It’s a question that Connect Financial Service Brokers CEO Paul Tynan, an expert in financial planning succession and valuation, fields on a weekly basis. “Whether you own a flower shop, a vineyard or a financial…
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Your 10-year exit: Year-by-year guide to building a "sellable" advice business
Preparing to move on from your financial planning business starts the day you open your doors, according to one expert. He has some advice to help you plan your transition to retirement. Earlier this year, a Melbourne-based principal of a financial planning firm exited his business after years of searching for the right…