Sellers of financial planning practices should take time to understand each source of capital, because ALL capital comes with strings attached - writes Paul Barrett.
Paul BarrettJune 15, 2020
The advice industry’s fearful reaction to draft legislation requiring explicit client approval for advice fees to be deducted from accounts annually suggests that advisers believe some clients may not pay or renew. Paul Barrett suggests its time for advisers to rethink the ongoing fee model.
Paul BarrettMarch 5, 2020
Paul Barrett puts on his hat as chairman of a beer manufacturer to reluctantly answer the number one question financial advisers are asking.
Paul BarrettSeptember 30, 2019
The strongest performing businesses in the AZ NGA portfolio have a “no” culture. In other words, they say “no” a lot. These businesses are clear on their strategy and value proposition, and have a simple operating environment. Paul Barrett writes.
Paul BarrettAugust 22, 2019
In his first in an exclusive series of columns for Professional Planner, the AZ NGA CEO highlights the importance of practice wage bills as an indicator of value.
Paul BarrettJuly 22, 2019