Magazine Archives FAnews & FAnuus / Practice Management

“Price is what you pay... value is what you get...”

This comment by Warren Buffet does not always hold true when buying or selling a financial advisory practice or client book. Often, unforeseen issues arise after the transaction has been concluded, mitigating value.

Thinking of selling? Get real!

Rumour has it that we can expect to see a flood of financial advisory practices up for sale before the end of the year. If you are considering selling your practice then you need to get serious about several issues, particularly in the current environment

No news is bad news for your clients

Research has proven time and time again that clients need their advisors more than ever during trying times.

People don’t resist change... they resist being changed