Insights
Notes on finance management, reporting and the practicalities of running a growing business.
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Protection Commission, APE and Clawback: What Should Management Really Be Monitoring?
Protection revenue looks simple, but commission alone does not show how the business is performing. Management needs written and issued business, APE, clawback, persistency and adviser contribution connected into one picture.
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What Should a Mortgage Brokerage Management Information Pack Actually Show?
Management accounts tell a mortgage brokerage whether it made a profit. Useful management information goes further, connecting the financial results to pipeline, conversion, adviser performance, contribution, cash and forecast.
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Supporting Growth Behind the Scenes: Sterling Street Gala Dinner 2026
Bluevista supports the Sterling Street group as its Finance Manager. A night marking Firm of the Year 2025 is a good moment to look at the financial infrastructure that growth actually runs on.