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From amplifying growth strategies to snagging top talent and mastering the art of exits, it’s all here.

Books

Progress

Leaders are readers: 4 inspiring book recommendations from Victoria Hicks
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Exit

When is the right time to exit your financial planning business?
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Progress

How goal-based planning can turbo charge your financial planning business
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Recruitment

Embrace leadership coaching to enhance your team’s true talent
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Progress

Meet Ben Wright, Chief Innovation Officer & Director of Progress
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Progress

Follow through on promises
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Exit

3 simple steps to boost the attendance of employees who are serial latecomers
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Exit

How tax works on the sale of the assets of an LLP
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Exit

How to keep your team informed and happy when selling your business
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Exit

Secret Seller episode 9 – Completion
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Exit

Keith Melling, Head of Corporate at Napthens Solicitors, discusses internal sales
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Exit

Meet CISI Chief Executive, Tracy Vegro: “Financial wellbeing is wellbeing”
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Exit

Is Instagram an effective marketing tool for financial planners?
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Exit

Could an Employee Ownership Trust be a good exit opportunity for you?
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Exit

Culture clash: How your business culture could influence a successful sale
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Exit

Secret Seller episode 8 – Telling the team
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Exit

Put a figure on it: How to understand the true value of your business
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Exit

Best of both worlds? How to sell your business and keep your best clients
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Exit

5 important jobs for your to-do list before selling your business in 2024
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Exit

Secret Seller episode 7 – Creating and agreeing the Share Purchase Agreement
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Exit

Mark Kilner: Why outsourcing integration could be the key to success
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Exit

Forward-thinking new year resolutions every business owner should consider
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Exit

5 useful measures you can take to improve data security in your business
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Exit

Steve McLean’s top 4 tips for selling your business
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Exit

Secret Seller episode 6 – Due diligence
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Exit

Meet Stephen Baxter, the high-flying coach helping business owners thrive in work and life
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Exit

5 luxury Advent calendars to buy for your loved ones this December
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Exit

4 top business lessons you can learn from Walt Disney’s career
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Exit

3 practical ways you can find a manageable adviser/client balance
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Exit

Secret Seller episode 5 – Receiving the offers
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Exit

Meet Exit Partner Steve McLean – bringing people together to create masterpieces
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Exit

5 European Christmas markets to enjoy this festive season
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Exit

When is the best time to sell your business?
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Exit

6 effective ways you can avoid burnout as a business owner
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Exit

Secret Seller episode 4 – Understanding the firm’s value
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Exit

Meet Vicky Pearce, founder of B-Compliant
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Exit

5 simple and effective ways you can improve employee wellbeing
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Exit

What Rocky Marciano’s story can teach you about selling your business
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Exit

5 simple things that can increase the value of your business
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Exit

Secret Seller episode 3 – Meeting with buyers
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Exit

Meet VouchedFor managing director Alex Whitson – helping UK businesses become more acquirable through client trust
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Progress

How to save 100s of supervision hours using AI
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Exit

3 things Jurassic Park can teach you about how not to build a business
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Exit

7 simple ways to make your business more diverse and inclusive
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Exit

5 critical lessons I learned when I sold my business
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Exit

Our Secret Seller continues their sale journey! This month it’s getting ready to sell
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Exit

Meet Paul Stevens – helping people mentally and emotionally prepare for selling their business
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Recruitment

How to prepare your business to attract Generation Alpha
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Recruitment

Advisers have changed the way they assess employment opportunities
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Exit

Why a four-day week could be right for your firm
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Exit

Become one of our client success stories – just like Elaine Gwinnett
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Exit

Define who you are outside of work – for your business’s benefit
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Exit

Our secret seller shares their sale journey! First up, “deciding to sell”
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Exit

Reset and Rise – How former financial adviser Vicki Hicks reimagined M&A for people just like her
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Progress

How Your Default Mode Network is holding you back
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Progress

Why first impressions count
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Progress

Revolutionise Your Financial Advisory Business: 5 Incredible ChatGPT Time & Money Savers That Will Set You Apart
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Progress

7 Simple Steps to a Fool-proof Consumer Duty Data Strategy
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Progress

Value is Personal for Consumer Duty
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Recruitment

‘There was talent that could have been harnessed and instead it was lost’
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Recruitment

Time for advice firms to create their own pipeline of candidates
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Progress

Value isn’t cheap!
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Progress

5 Essential Considerations for a Management Buy Out (MBO)
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Progress

Top 5 tips to prepare for Consumer Duty
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Recruitment

Advisers offer flexibility and career progression to attract talent
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Progress

Self-checkouts for financial advice? Why not!
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Exit

6 things we wish we’d known before we sold our businesses
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Exit

8 things most brokers won’t tell you about selling your business
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Exit

How can we help you get the right exit for you and your clients?
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Exit

Change in control – the FCA Supervision Review explained
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Exit

The Yorkshire Times: 10 in 10 – Victoria Hicks
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Exit

The five things you need to know about a career in financial planning
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Exit

Leeds can – and should – attract the best financial talent in the country… here’s why
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Exit

Are less women putting themselves forwards for new roles in financial services?
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Exit

WHY are our sellers selling?
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Exit

Nine Things to Consider Before Purchasing an FA Firm or Client Bank
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Exit

Nine Questions to Ask If You’re Thinking of Selling Your Financial Advisory Firm
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Progress

In need of modernisation…
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Recruitment

What do you actually have to sell?
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