Strategi has produced a sixth paper in the ‘Facing the New Reality’ series which presents a scary hypothesis – one that many advisers may struggle to accept as it challenges one of the primary motivators for why many are in business as self-employed advisers or shareholders in small advisory practices.
The paper argues that for many financial advisers, and in particular investment advisers, they could potentially be on the cusp of witnessing a fundamental change in the way their business is valued. If this hypothesis runs to its logical conclusion, then hundreds of financial advisers could see the value of their hard work significantly decrease.
Join us in discovering why this hypothesis has the potential to be true, the implications for various businesses and what a pro-active adviser can do to avoid a fundamental decline in their net wealth.
In developing this paper, Strategi has studied international trends, talked to key players, both in New Zealand and overseas, looked at the trends in business values in recent years, then applied it’s understanding of where the industry is currently at, to derive the stated views. Time will tell what comes to pass and what doesn’t, but nonetheless, we invite you to use this paper to prompt your thinking, discussions and planning.
Download the full White Paper below.
If you would like advice on your business, and its value, please contact Strategi.
