This is part three of an article looking at the issues advisers face when buying or selling client registers. This article includes some horror stories from personal experience.

This is part two of an article looking at the issues advisers face when buying or selling client registers.

Hints and tips when buying or selling client registers.

Sometimes organic growth simply isn’t enough and the opportunity to purchase a ‘book of business’ from a competitor or retiring adviser presents itself. What should you be looking for and how much should you pay?

Crossing the path of a black cat, breaking a mirror, walking under a ladder – everyone can probably recall a dozen superstitions. Most involve one action leading to something else happening, with the link between the two events being dubious at best.

Despite what many people considered a victory for common sense with respect to FoFA and opt-in (I’m yet to be convinced), I still don’t think our transition from an industry to a profession is going to be an easy one. Let me explain.