capital value of practice

invest-in-people

Investing Time In Your People Gives Great Returns

March 24, 2026

Professional advisers have never been under more time pressure than they are today, and of all the things they could be investing time in the one which is easiest to defer is investing time in…

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The 4 Key Levers That Create Great Capital Value For An Advisory Firm

February 17, 2026

Creating great capital value for a professional services firm is usually one of the owners primary objectives as they more often than not see their business value as a critical part of their own financial…

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Why Advisers Need To Invest In Their Businesses. Now.

July 16, 2024

Financial advisers really need to invest more into their practices. Now. More money, more thinking, more strategy….more leverage. Even those who have been investing probably need to invest more. For decades financial advisers have been…

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5 Tips for selling, or buying, a practice.

April 2, 2024

There are a number of traps that professionals consistently fall into when selling (or buying) a book of business. The mistakes are so consistent and prevalent that there is are some golden rules evolving on…

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Practice Growth Requires Leadership More Than Management

March 26, 2024

The most frequent thing I see that prevents great practice growth and holds advisers back from developing their dream business is a lack of vision. I don’t mean “vision” in the namby-pamby buzz-word sense of…

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R.I.P. To Some Accepted Wisdom For Growing A Practice

November 28, 2023

In good times growing a practice is difficult enough and one of the methods has become conventional wisdom – but that doesn’t mean it is right in these days of fundamental and structural change for…

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10 Reasons why an Advisory Practice just stays “practicing”

March 27, 2023

Why is an Advisory Practice called a “Practice”? I think it is because more often than not the business is mostly practicing to be a business. When a “practice” has actually made it then everyone…

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Penny-Pinching In IT Is Madness

June 24, 2022

Professionals keep getting their fingers caught in the trap of “penny pinching”, especially in IT. This is especially crazy when the IT is protecting the IP. We know that there are many many areas where…

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