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Principals in Practice

By: Professional Planner
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  • Summary

  • A podcast series on running a successful and sustainable advice business, brought to you by Professional Planner
    © 2024 Professional Planner
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Episodes
  • Buying and selling your business – The essentials

    Buying and selling your business – The essentials
    Dec 6 2022
    The dislocation in advice has led to more businesses being sold in the last five years than ever. What do purveyors on either side of the equation need to be aware of? Hear from a practitioner who sold their business and M&A experts on what every business owner needs to do about being prepared for succession.
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    33 mins
  • The regulatory squeeze – shaping an industry

    The regulatory squeeze – shaping an industry
    Nov 1 2022
    How have the October changes affected the advice ecosystem and what are we expecting of the retail advice review in terms of regulatory change? Has the pendulum swung too far and how serious are regulators about pulling it back?
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    34 mins
  • Advice Marketing: Being seen through a clear lens

    Advice Marketing: Being seen through a clear lens
    Sep 30 2022
    Marketing in financial advice is an area – like IT infrastructure and HR management – that is fundamental to practice management but not a core skill for advisers. For small practices, especially, a lack of marketing savvy can weaken the chance of growth. Underpinning this issue is the broad thematic of advice value, and the need for advisers to help their market understand what it is they do so well.
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    35 mins
Economics
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