Developing your advice business
Articles in "Developing your advice business"

Part 4: The ins and outs for developing a succession strategy
In the final part of the series, Tyrone Brand, Allan Gray distribution development specialist, discusses some of the steps to take to start developing an...

Part 3: How to find a suitable successor or buyer
Finding the right person or entity to succeed you is critical for ensuring that you leave a legacy, while paving the way for a smooth transition for your...

Part 2: How to determine the value of your business
Getting your business valued is an important step towards planning for succession. Tyrone Brand, Allan Gray distribution development specialist, unpacks the...

Part 1: Understanding your options for succession
Global and local trends reveal that very few financial advisers have a clear plan as it relates to continuity and retirement from the industry. In the absenc...

How to protect your advice practice from cybercriminals
Cybercriminals are becoming more sophisticated in the methods they deploy to extract data and sensitive information from us. Presenting via Zoom webinar,...

Leveraging technology to bring value-add to your advisory practice
Technology has never played as crucial a role in the day-to-day running of a business as it does currently in the wake of the COVID-19 pandemic. In a recent...

Manage the investor not the investment
In the spirit of World Financial Planning Day on 2 October and Financial Planning Week, which takes place from 7 to 11 October, is it time to review the way...