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McGinley launches business guide for IFAs

McGinley launches business guide for IFAs

John Joe McGinley, former head of Aegon’s Business Brain, has created a 14-step template to help advisers succeed in their business.

The founder of Edinburgh-based Glassagh Consulting has published a short guide for financial advisers, Evolution not Revolution – 14 Ideas to Take Your Business Forward.

The guide offers practical support in the form of a series of templates to create vision statements, action plans and tools to help deliver the desired results.

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Mr McGinley said that the guide, which was developed in conjunction with intermediary forum Panacea Adviser, can also be downloaded free from

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Laurence Sanderson, independent financial consultant at Essex-based Sterling & Law, said: “Anything that imparts knowledge that will help improve the business is a good thing. Of course, Mr McGinley was also at Scottish Life and he had a lot of good ideas at Aegon UK, so his advice is welcome.”