The company is eyeing up a number of acquisitions this year, he revealed.
The company recently hired David Currie as new chairman, with his merger and acquisition experience meaning he was “perfectly placed to guide the company during this critical expansion phase,” according to Mr Brosch.
Mr Brosch, who joined Foster Lenovo as managing partner when it was established in 2005, was speaking exclusively to FP Today Magazine for the January-February issue.
Find out more about his plans for expansion on pages 25 and 26 of the magazine HERE.
In the article for Inside My Business, he also discusses:
- Why most of his firm’s advisers offer restricted advice for most products and if he plans to change this
- How many clients the firm now looks after and how much numbers are increasing
- How “client centricity” is at the core of his firm
- The importance of Chartered and Certified Financial Planners at his company but why he does NOT believe professional qualifications are essential for all planners
- The company’s career development programme Quantum Leap
Key Features in the latest issue include:
• A 5 page Special Report on Financial Planners surprising expectations for 2018
• Cashflow Modelling - is the time right to extend its uses to more clients?
Plus:
• Planner Casebook - Tamsin Caine unravels a topical and complex pension transfer case with inspiring rewards
• Top 10 Client Hunter Tips
• Columns from leading Financial Planner Julie Lord, PFS chief executive Keith Richards, CISI head of Financial Planning Jackie Lockie and other key commentators
• DFM news and listings
The latest issue is available here:
FINANCIAL PLANNING TODAY MAGAZINE