Selling a Financial Advice Business: Ian Little on Making the Right Move with Foster Denovo
Автор: Foster Denovo Talks
Загружено: 2025-05-21
Просмотров: 153
Описание:
Selling your business is one of the biggest decisions an adviser can make and Ian Little has done just that.
In this episode of Foster Denovo Talks, Ian shares the journey behind selling his financial advisory business and why Foster Denovo was the right partner for the next chapter.
From the emotional side of letting go to the strategic benefits of joining a larger firm, Ian reflects on what really matters in a successful sale and how Foster Denovo supported his team, preserved his brand, and delivered on what was promised.
He talks about:
🔹The key considerations when selling an advice firm
🔹Why cultural alignment more important than commercial terms
🔹How Foster Denovo helped him retain his identity while gaining national-level support
🔹The future he sees for the business, his clients, and his career
If you're an adviser thinking about your next move, whether you're planning ahead or actively exploring your options then this episode is essential listening.
🎧 In this episode:
🔹Selling a financial advice business and what to expect
🔹Making the right decision for your clients and team
🔹How Foster Denovo integrates firms while maintaining culture
🔹Advice for others approaching a sale or transition
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