This week on UTH, Sonia Gibson, founder of Accounting Heart, joins Imogen Wilson to chat about the importance of business succession, exit strategies, and why more business owners need to take the concept seriously.

Tune in to hear more about:

• What business succession means and why it’s important.
• Why such a big gap in business succession knowledge exists.
• Succession and exit strategy advice.
• How accountants can facilitate smoother transitions between business owners.
• Pros and cons of selling to a third party v. family members or employees.

You can contact the Accountants Daily team and podcast host Imogen at imogen.wilson@momentummedia.com.au.

Gerard ‘Rolfsy’ Rolfs has been in banking for around 40 years and third party for 24. In this time, he has witnessed immense change as the broker channel cemented itself as a core aspect of lending.

The senior relationship manager at CBA is now approaching retirement. He joined this special episode of Broker Daily Uncut to discuss his time in the industry and what has helped drive success.

From fax machines to AI, Rolfs has been at the forefront of the manual to digital revolution. The humble beginnings of third party would be unrecognisable to the modern broker.

Despite this, the role of a relationship manager has remained, and genuine, consistent relationships are the backbone of success.

In the latest episode of The ifa Show, Pivot Wealth founder Ben Nash joins host Keith Ford to break down the secrets to leveraging digital platforms for business growth and client engagement while dealing with the compliance challenges that come with professionals communicating in the digital realm.

Nash highlights that his journey into content marketing began as a deliberate strategy to generate leads independently of traditional referral networks and offers practical advice for others venturing into the social media space, suggesting they start by mastering one content format before expanding.

Tune in to hear:

• Why focus and consistency are key to building traction in online content.
• How prioritising authenticity is a better method than trying to game the algorithm when building an audience.
• Whether getting labelled a “finfluencer” is a drawback for a professional adviser.
• How you can help prospective clients engaging with your content prepare for the advice process.