The challenges of scaling a financial planning business sustainably

In my last article for PA , I talked about the importance for owners and senior managers of financial planning firms to have the data in place to effectively monitor the performance of the business. This, combined with seeking constructive challenge, whether from within the firm, or externally, will help ensure that opportunities for growth and improvement and identified and acted on. I was planning to look at the sale process in my next article, but I have, as a result of some recent client work, realised that I should comment on the challenges of growing a financial planning firm first...