Celestis

In the media

Clients - the key to practice transitions

The sale of a financial advisory business or a client book is fundamentally about the transfer of clients from one relationship to another, and even though they represent the lifeblood of the business, clients have little say in the transaction. Or do they? Read more...

Seven steps to making it happen

September marks the beginning of spring, the season in which things happen naturally. And even the most "horticulturally" challenged amongst us cannot but notice Mother Nature's bold statements of change within our surroundings. That's why there is no better time than the season of Spring for us, as financial advisors, to make things happen. Read more...

More resource material for practice managers

For the latest news or opinions from Celestis, please visit our Blog site. You can also look us up on Facebook or follow us on Twitter.

Over a period of time, Celestis has created a number of practice management related articles that have been published in a wide variety of journals and magazines.

The purpose of the articles is to provide insight into specific aspects of practice management. For more information on the subjects, please speak to your business/practice consultant.

In addition, we have built up a library of tips for financial advisors and another set of tips for support staff. You may find some of these inspiring.

The articles and tips may be freely downloaded from archives in our website.  We would ask, however, that you adhere to the copyright conditions attached to all Celestis material.  Please do not reproduce the material without permission from Celestis.

Archives

In order to access the archive of media articles, please click here.

If you would like to view the collection of tips for advisors, please click here.

Should you wish to scan the archive of support staff tips, please click here.

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