Do all your clients have Wills in place to protect their loved ones in the event of a tragedy? The consequences of not having one in place can be devastating.
While the co-ordinated advice approach has certainly become more popular in recent times, why isn’t it used more broadly?
The reasons can include our own insecurity, high control needs, or our desire to be the best and the smartest in the room.
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.
Martin Checketts describes how to implement a collaborative approach to advice through running co-ordinated advice sessions for clients.
Martin Checketts outlines his multi-disciplinary vision for professional services in the 21st century.
Under FoFA and associated reforms, there will be a number of key issues for sellers of financial planning businesses or client books, writes Martin Checketts
Corporate lawyer, succession planning expert and author, Martin Checketts lists 10 things practice owners must NOT do when transitioning equity to senior staff. In this humorous blog post, Martin draws off his legal expertise to highlight the common mistakes made in equity transitions and suggests a number of ways that practice owners can ensure a successful approach to this process.
Corporate lawyer and author, Martin Checketts views succession planning as the next frontier for financial planners post-FoFA. In this blog post, Martin talks about how financial planners, lawyers, and other professionals can work effectively together to provide their clients with business succession planning advice.
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