Practice Growth
Succession planning for Australian financial advice practices, covering transition, valuation, and ownership transfer.
The human side of succession: strategy, stewardship and staying at the table
The coming succession wave will test more than asset allocation models. It will test relationships, governance and clarity of purpose.
Boards, advisory groups and mentors: Building governance for a growing practice
For principals serious about building an advice business that outlasts them, this piece explains how boards, advisory groups and mentors can turn ad-hoc...