A lot of factors contribute to the value of a financial advice business. Simon Goldthorpe takes a look at some of the most important elements, including succession planning, liabilities and quality of data.
La gestion des risques, une discipline désormais indispensable bfmtv.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from bfmtv.com Daily Mail and Mail on Sunday newspapers.
Operator
Yes. Thank you for your patience. Please continue to hold, your conference call will begin momentarily.
Good day and thank you for standing by and welcome to the Alarm.com First Quarter 2021 Earnings Conference Call. [Operator Instructions] I would now like to hand the conference over to your first speaker today to Mr. David Trone, Vice President of Investor Relations. Thank you. Please go ahead, sir.
David Trone
Vice President, Investor Relations
Thank you. Good afternoon, everyone. And welcome to Alarm.com s First Quarter 2021 Earnings Conference Call. As a reminder, this call is being recorded. Joining us today from Alarm.com are Steve Trundle, President and CEO; and Steve Valenzuela, CFO. Before we begin, a quick reminder to our listeners. Management s discussion during the call today will include forward-looking statements, which include projected financial performance for the second quarter and full year 2021, the impact of emerging market dynamics and trends o
Tim Sargisson: Culture eats strategy for breakfast
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Tim Sargisson
Reflecting on the PA Awards, for which he has been a judge for a number of years, Tim Sargisson takes a look at why Lucas Fettes Financial Planning may have won the most prized gong and why culture is king
Chris Budd: Putting financial wellbeing into practice
Wellbeing certificate and audit
Chris Budd: One adviser attempting to deliver financial wellbeing will struggle, however, if they are not appropriately supported by a firm.
Chris Budd
For those who are curious about financial wellbeing and want to learn more, Chris Budd explains how the Initiative for Financial Wellbeing (IFW) can help you get started and why having the support of your firm is important.
The first year of the IFW was, to say the least, a memorable one. From a standing start, and during the pandemic, we now have over 230 members, an annual conference, and a range of regular events. We.