The Findings
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Business models of the future
An insight into what the regulators are thinking about and commercial considerations.
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BUSINESS PLANNING: TO BUILD, TO BUY, TO SELL – WHAT IS THE BEST APPROACH?
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Buying, selling, building or retiring – you need a plan!
To financial advisory firms strategic business planning is paramount. Whether buying, selling, building or retiring, it is essential that Financial Advisers understand their business objectives and have an effective strategy to achieve them.
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Buying, selling, building or retiring – you need a plan! October 2018
It is likely that you are all so busy coping with the day to day that your next step is little more than a pipe dream. So maybe this is a good time to sit back and think about writing that Plan. This is really a game of two halves! There is the conversation around buying and building and then the conversation around selling and retiring.
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Can human-based advice compete with robo-advice? The age of robo-advice is dawning. Mimic them, differentiate from them or join them!