Profiles

• CashCalc founder Ray Adams talks cashflow software and automated advice

  

  Ray Adams is developing Cashcalc to give advisers greater control of their market and sees automated advice as an opportunity advisers should embrace

• Keith Butten – The kind person we want to join us

  

  Keith Butten, director, MDG-MK, explains the ethos of the firm and the kind of advisers, paraplanners and administrative staff they are looking to join them

• What does it take to lead an adviser business?

  

  Running your own business can be tough. ABR talked to adviser business leaders about the key attributes they believe are needed to be a success.

More Articles

• MDG-MK profile part II: The firm’s fee and charging structure

  

  Keith and Josh Butten explain their firm’s fee and charging structure, which is based on a tri-party benefit for everyone involved in the business

• How MDG-MK is building in growth and transitioning from father to son

  

  Keith and Josh Butten have positioned their firm, MDG-MK, for steady highly profitable growth as well as a controlled transition of the business from father to son

• Transitioning a business from retiring to new directors

  

  Eldon Financial Planning is gradually transitioning the business to a new set of hands. We talked to Gemma Siddle, director of Client Services, about the development and buyout of the business

• Rebecca Taylor talks target markets, younger savers and the impact of robo-advice

  

  ABR talks to Rebecca Taylor, former president of the IFP and managing director of Aurea Financial Planning about the firm’s target market, encouraging younger generations to start saving and the impact of robo-advice

• Jones Hill is aiming for business growth and 80% revenue from retained clients

  

  Brian Hill has worked to turn Jones Hill into a lifestyle financial planning firm. He tells ABR how the business has evolved and about his growth plans for the business

• 3-pronged marketing part of Mather & Murray Financial’s ambitious expansion plans

  

  Mather & Murray Financial founder and director Samuel Mather-Holgate talks to ABR about its three-pronged marketing campaign and the firm’s ambitious expansion plans

• 10 years on: Fingerprint FP has grown through ‘steady, sustainable growth’

  

  Kent-based Fingerprint Financial Planning celebrates its 10 year anniversary and is looking to expand further

• Karen Cooper is going back to her roots with her new business

  

  Karen Cooper is returning to her roots with the re-establishment of Dartmouth-based family business Chadwick Financial Management – but this time with a twist

• 24-year-old adviser network targets risk-managed sustainable growth

  

  Julian Harris has been running his Adviser Network for 24 years. He talks to ABR about his growth plans for the network

• Profile: Tom Binstead of Kellands Financial Management Consultants

  

  Tom Binstead of Gloucester-based Kellands Financial Management Consultants, says administrators and technology are key to the future of his business