From the Fringe to the Centre: Why I No Longer Gate-keep Knowledge In my last post, I wrote about how the heart of financial planning has been pushed to the fringe — and how some buyers are bringing it back to the centre. Now there’s another shift happening. For years, knowledge in our industry has […]
In This Issue . Fringe Buyers May Return to the Centre In this issue, we look at what happens when the so called fringe of financial planning starts to re centre itself. For years, consolidation, vertical integration, and the pursuit of scale have dominated the headlines. Controversially, the heart of financial planning, the interpersonal, values […]
In consultation with clients, we often talk about the conditions of sale. In business generally, conditions of sale are the specific requirements, obligations, or circumstances that must be satisfied before a sale can complete. They act as checkpoints to protect both buyer and seller. We use these rules as a guide in every transaction. They […]
Recent Comments