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Tag Archives | value proposition

Case Study – Why I Became An Adviser

Risk Management, Estate Planning & Business Succession Specialist, Mark Everingham, watched his family struggle financially after his father suffered a heart attack. The experience would have a significant impact on Mark’s future career path, as he shares here…

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Case Study – Building Referral Partnerships: The Ownership Model

This practice management case study looks at one practice’s approach to developing successful accountant-adviser referral relationships, the ‘Ownership’ model. This approach involves buying an accounting practice and merging the two businesses. At a Glance Submitted by: Steve Salvia Business: Managing Director of Southern Financial Strategies (SFS) Referral approach: Ownership model In detail Steve Salvia, Managing Director of Southern […]

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