Articles and Videos

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Money Marketing

Roderic Rennison: Employee engagement in a Covid world

The debate about working from home versus the office, whether part-time or full time, is an active one

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Money Marketing

Give your website the attention it deserves

Nearly all financial intermediaries have a website; it is has become the norm. However, the way in which websites are perceived by advice firms differs.

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Money Marketing

Roderic Rennison: Selling is not the only succession option

Many business owners are inclined to sell their firms when looking to exit, but are they missing the numerous other options – and the impacts these can have on their financial plans?

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Money Marketing

Life after selling your business

While much has been written about how to plan for, and then execute the successful sale of a financial planning firm, there is much less guidance and focus on what happens to the shareholders...

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Money Marketing

How to know the time is right to sell your business

One of the questions I am most often asked is, “When is the right time to sell my business?” A better question is...

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Money Marketing

Roderic Rennison: Preparing for the unexpected

All firms should have a detailed risk plan in place. Here are the key considerations

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Money Marketing

Acquisition rush risks due diligence failures

Regular readers will have seen some of my thoughts about due diligence before, but I write this against the backdrop of significant deal activity in the sector...

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Money Marketing

Business during Covid: the six Cs

The pandemic has been a chance to reflect, but there are issues to consider if you are planning to sell, acquire or pivot...

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Money Marketing

Why effective negotiation matters

The saying: “Act in haste, repent at leisure”, is well worth bearing in mind in any business negotiation, let alone in our personal dealings. Careful and considered...

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