A podcast series on running a successful and sustainable advice business, brought to you by Professional Planner
Principals in Practice
Claim This Podcastby Professional Planner
10 episodes
Updated Daily
Accepts GuestsHas Sponsors
Podcast Overview
A podcast series on running a successful and sustainable advice business, brought to you by Professional Planner
Language
🇺🇲
Publishing Since
2/18/2022
1 verified contact email on file for Principals in Practice
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Recent Episodes
December 6, 2022
Buying and selling your business – The essentials
The dislocation in advice has led to more businesses being sold in the last five years than ever. What do purveyors on either side of the equation need to be aware of? Hear from a practitioner who sold their business and M&A experts on what every business owner needs to do about being prepared for succession.
November 1, 2022
The regulatory squeeze – shaping an industry
How have the October changes affected the advice ecosystem and what are we expecting of the retail advice review in terms of regulatory change? Has the pendulum swung too far and how serious are regulators about pulling it back?
September 30, 2022
Advice Marketing: Being seen through a clear lens
Marketing in financial advice is an area – like IT infrastructure and HR management – that is fundamental to practice management but not a core skill for advisers. For small practices, especially, a lack of marketing savvy can weaken the chance of growth. Underpinning this issue is the broad thematic of advice value, and the need for advisers to help their market understand what it is they do so well.
10 total episodes available
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Frequently asked questions
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- What is Principals in Practice?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Information about guest appearances is not available.
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