Retiring IFA - Blog Archives

Retiring IFA - Blog Archives

The official Retiring IFA blog


Blogs for january, 2020


The IFA Cheat Sheet

January 27, 2020


The IFA's Cheat Sheet!

Let me hit you hard and fast with the 7 most disastrous things that you can do when selling your IFA Business.  

Seizing the first opportunity that comes along. 

Bad housekeeping. 

Careless checking. 

Forgetting to tell the people that matter. 

Telling too many people. 

Ignoring tax implications. 

The five golden rules. 

Not taking heed of any of the above will strip you of any chance of securing a premium offer for your IFA Business. 

So if you want to avoid that happening, then here are 3 ways I can help: 

Download and read our FREE detailed guide to this cheat sheet by clicking here

Want advice on how to make your IFA Business stand out to potential acquirers? Speak to our expert consultants by clicking here

And if you want to achieve a premium price for your IFA Business then reply to this email with the word ‘premium’ and I will see if I can help.

Best Wishes, 

Steve Hagues

PS. Ensure you don’t get cheated out of what you deserve! Download our eBook here for important information when valuing your IFA Business!


All Talk and No Play Leads to A Sad IFA

January 15, 2020


Check out this video that I made especially for you which highlights why, ‘all talking and no action’ can seriously impact your IFA business sale



The Final Curtain On Your Limited IFA Growth

January 13, 2020


The Final Curtain on Your Limited IFA Growth! 

Almost every IFA business owner will reach a point where their business growth starts to idle or worse still, come to a shuddering halt!

These IFA business owners are working long hours with very little reward, when actually their profit could be reaching maximum levels.

The reason for having no reward has nothing to do with their skill set, or what market they operate in. 

It’s about resources. 

And if you think about it, no matter how big your market is and no matter how good you are at making yourself the most attractive to potential clients…

You only have the resources to take on a certain number of clients at any one time! 

You and your business will have climaxed! 

So what to do next, if you feel you have nowhere left to go? 

Well the first thing to remember is, the feeling that you have nowhere left to go…It is an illusion. 

There is always a way to grow, you just have to be pro-active enough to find it. 

Acquiring IFA businesses opens the door for growth which in turn will make attraction of excellent quality clients possible. 

Once you are in that pro-active mind set, the next step is clicking here to download our eBook on how not to fall into the traps of buying an advisory business. 

You will be surprised at how many IFA business owners don’t focus on maximising their time and put all their efforts into asking the wrong questions and following the wrong path. 

The question you need to ask yourself is not ‘how’ you will attract new clients, but ‘what’ is the best course of action you need to take that will bring you a prime return on your investment. 

It is important that you know: 

Who you are trying to reach. 

What catches their interest? 

What persuades them? 

You need to be able to whet the appetites of potential clients and then and only then will you be able to maximise your profits! 

So if you don’t want your acquisition to swallow your precious time and money then here are 3 ways I can help:

Download our FREE guide to acquiring IFA businesses which highlights the mistakes IFA business owners make which repeatedly cost them money, by clicking here.

Speak to one of our highly trained consultants who can give you a full market update, by clicking here

If you want to grow your IFA business and see a return on your investment, reply to this email with the word ‘Acquisition’ and I will see if I can help! 

Best Wishes 

Steve Hagues 

PS. Grow your IFA business and your profits by clicking here to download our eBook now!



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