Presentations and Webinars

Business Profitability, Valuations and Regulatory Environment

Steve Prendeville joins the CEO of Shartru Wealth Management, Robert Coyte.

They talk about a range of issues around business profitability and valuations within the financial advice industry. Is the current regulatory environment making advice too difficult hence expensive resulting in downward profitability? With the mass exodus of advisers leaving the industry is this having a downward impact on business valuations?

Steve discusses where he sees the opportunities for advisers to grow a more sustainable and profitable businesses?