Archive for September 2016
The Continuing Disconnect Between Advisers & Clients in Terms of Reasonable Fees
The Continuing Disconnect Between Advisers & Clients in Terms of Reasonable Fees I recall around the time of the implementation of FoFA, data was published highlighting the results of a survey which suggested the general public expected the preparation of a financial plan to cost around $300 whilst practitioners felt $3,000 was a more appropriate…
Read MoreIs it Necessary to Use a Broker to Sell your Practice?
Is it Necessary to Use a Broker to Sell your Practice? An easy question to answer…..absolutely not! In fact, my gut feel is that the majority of professionals do not utilise a broker when it comes to selling their firms. Why? Probably for a couple of reasons; one being the associated cost, and two being…
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