ARE YOU TASA READY?
Countplus chairman Barry Lambert reveals how practice owners can prepare their business for a post-TASA environment
Alex Burke
June 27, 2013
Countplus chairman Barry Lambert reveals how practice owners can prepare their business for a post-TASA environment
Business owners need to get the basics right in plotting a strategic path for their practice, writes Barry Lambert
Organic growth is one of the soundest growth strategies practices can pursue as a practice owner, adviser or accountant, writes Barry Lambert
There are a number of steps advisers can take to both increase client acquisition and improve client engagement, writes Barry Lambert
There are five steps to developing a succession plan that will help realise the best price for your business, writes Barry Lambert.
If you want to sell your business, then you need to position yourself so that someone will want to buy you. Barry Lambert explains how he built Count by spotting a gap in the market and building a unique business.
There are many factors that practice owners should weigh up in making the decision to sell. Barry Lambert says the decision to sell Count Financial to Commonwealth Bank was an easy one thanks to a number of personal and professional motivations.
From having a good quality business through to minimising risk for potential acquirers, there are a number of elements to consider in successfully positioning your financial planning business for sale.
Not all financial planning businesses need their own Australian Financial Services Licence (AFSL). Financial planners need to focus on adding value for clients instead worrying about complying with an AFSL.
The Future of Financial Advice (FoFA) reforms present the financial planning industry with a number of issues. The ban on commissions in particular is problematic, because there are many areas of finance where commissions are allowed…
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