Continuing my blog series on collaborative advice, this week I look at how to select your JV partners, and provide some suggested structures and ground rules for the relationship.
With 43 per cent of Australia’s $4.9 trillion mortgage market currently written by a mortgage professional, advisers who fail to diversify their service offering are missing out on new business and growth opportunities, writes Tanya Sale of outsource financial.
Tanya Sale, chief executive officer, outsource financial reveals the 6 must-haves to creating a formal and profitable business partnership.
Expanding an accounting firm’s services to include financial advice has the dual benefit of deepening client relationships and adding value to the business, writes Count Financial, chief executive, David Lane.
Collaboration between professional brokers and financial advisers will provide customers with a more holistic approach to their financial needs, says Mortgage Choice CEO, Michael Russell
Ian Jordan discusses three valuable lessons from his No More Practice journey that helped transform his practice into a revenue mine
There are some common traps practice owners fall into when implementing their exit strategy, writes Marianne Perkovic
There are a number of steps for advisers in selling a parcel of clients and ultimately realising the best price from a buyer, writes Sam Henderson
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