Retiring IFA - Blog

IFA’s: Ready to Take the Next Step? 

You can picture the scene right now; you’ve been working as an IFA for some time, and you are ready to take the next step. 

Maybe you want to take your career to the next level, by actually owning your own IFA Business? 

Perhaps you have acquired before, and you are looking to add to your existing...

I made this quick video for you on how telling your staff at the right time and right way is vital to receiving the maximum price

Is Your IFA Exit Quick Or Dead?

“It was like a phantom swooped in at the eleventh hour and killed the deal”

The phantom I am referring to is Time and when it comes to selling an IFA Business, time just isn’t your friend. 

To quicken your business sale is to prepare well, and start in a strong position whilst maintaining that momentum thr...

Little Big IFA Lies! 

According to a study conducted by the University of Massachusetts 60% of adults can’t have a 10-minute conversation without lying at least once!

Apparently, those people who did tell lies actually told an average of three lies during their brief chat.

Not big lies in the grand scheme of things, but small and innocent fibs here ...

IFA: The Scary Unknown! 

Let me lay down an unknown truth…

When I speak to IFA owners about the timeline to kick start their exit strategies, they sound absolute in their response when they tell me they will be ready to sell their IFA business in the following year! 

The typical response of “In the next 12 months”, is usually what ...

The IFA Acquisition Signal

If you were drowning and someone offered to throw you a life jacket, how much would you pay for it?

How much would this life jacket be worth?

All of your income?

It would be worth everything!

Compare this to how much you would pay for a life jacket now whilst you are sat reading this email...

Just as the life jacket...