Roderic Rennison: Why having a client-first mindset matters
Practically every financial-planning firm owner that I have ever met will tell…
Roderic Rennison: 10 common mistakes to avoid when selling your firm
When it comes to selling businesses, over 70% of all transactions fail…
Roderic Rennison: Are you sale ready?
Based on the feedback we receive from our adviser clients, they receive…
How deep are your client relationships?
You probably won’t have anyone ask you outright how deep your client…
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Roderic Rennison: Walking the line between tech success and failure
Technology has been a talking point among intermediaries for as long as…
Roderic Rennison: Learning the hard way on the importance of listening
In my Money Marketing article marking 50 years in financial services, I…
Roderic Rennison: Having the right data matters more than ever
While having the “right” data to run a financial planning business has…
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Fifty years and counting: Roderic Rennison reflects on lessons from financial services so far
From door-to-door sales to the boardroom, to non-exec roles and acquisitions. What…
Selling up the right way
Next Wealth managing director Heather Hopkin’s comments in her recent article for…
Roderic Rennison: How to get the best from professional connections
As a merger and acquisition consultant, one area I regularly reflect on…
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Roderic Rennison: Don’t be duped by acquirers
A few weeks ago, I met a highly successful financial planning firm…
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Roderic Rennison: So you think you want to sell your firm?
Getting a firm's selling plan into shape significantly improves the likelihood of…
