Monthly Archives: October 2017


7 things your clients need to hear you say…

Will my clients move to a new IFA firm and sign their new client fee agreement with a when I retire / sell my business?Clients that have trusted your advice will generally trust your recommendation of why you have chosen the firm that is taking over your client bank. Clients tend to look out for:

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When is the right time to start planning your exit strategy?

Many IFA’s are nearing retirement and are facing the dilemma of when they choose to sell their business. The high FTSE index is likely to have grown your Funds under Management to record highs and this is going to have improved the valuation of your business through the measurement of recurring income streams or EBITDA. Have

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