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Looking for insights that make a real difference? Visit the Wisdom Vault to access all our articles.
Visit our Wisdom Vault Listen to our Podcast07 September 2026
Why Technical Capability Does Not Automatically Create a Future Leader
A common issue in financial planning firms preparing for succession is that…
03 September 2026
How founder dependency affects succession and exit
Many financial planning firms are built around one key person. That person…
25 August 2026
Fees and Firm Value: What Else Affects What Your Business Is Worth
Earlier this month we launched our Fee Value Calculator. If you have…
10 August 2026
How Service Creep Affects Margin and Saleability
In many established financial planning firms, the service has grown over time…
06 August 2026
When Should a Financial Planning Firm Increase Its Fees?
Many financial planning firm owners know their fees need reviewing, but delay taking…
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