Editor’s picks: 5 business profiles
Selected profiles of adviser businesses from the Adviser Business Review website
ABR regularly talks to adviser business owners and directors about their businesses, how they operate, how they are become developed, the practices they follow and their strategies for growth and ongoing success.
Here are five profiles that we published in the past few months.
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Editor, Adviser Business Review
LEBC has a clear strategy and specific target markets in its sights, CEO Jack McVitie tells ABR editor Rob Kingsbury.
Founded in 2001, Almary Green has grown from a local IFA to a regional firm with a growing national identity. Adviser Business Review talks to managing director and founder Carl Lamb about the opportunities and challenges he’s faced in building his business.
Phil O’Connor, founder of Whitewell Financial Planning and The Divorce IFA, works with those going through divorce. He tells Adviser Business Review why he chose this niche market, the challenges of setting up his own business and his plans for the future.
When 80% of your primary revenue stream disappears almost overnight what do you do? You change tack and manage your way back to success. Rob Kingsbury talks to Chadney Bulgin’s joint managing partner David Thomas about how the company remodelled from an 80% mortgage driven business to an 80% wealth management firm that went on the acquisition trail.
As Sovereign IFA approaches its 25th anniversary, director Mark Hibbitt talks to Adviser Business Review about bringing in new clients, the decision to rebrand and the key to building a successful business model.