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Practice Management Complimentary Tools and Assessments Building, growing and exciting a successful financial advisory business is more than just an ability to generate revenue and manage the business. It requires you to go beyond client care, professional competence, identify client risk, determine asset allocations, and prepare financial plan recommendations. "It is about running a business better to achieve your goals". Our practice management complimentary tools and assessments are designed to help you achieve just that.

Technology and Engagement Questionnaire How important is digital engagement for your advice business? Read MoreTo determine how financial advisers and FinTech’s can continue building digitally engage solutions for the future and not just tools to be successful in the current market we would value your participation in this technology survey. After the survey we will provide you with a short summary on what both you and your peers believe are important from a digital perspective to better digital engagement with your clients.	Practice Assessment How do you rate your practice performance? Read MoreThe financial advisory industry continues its evolution. To keep pace with developments in the industry your business needs to change and also grow. Resisting these changes will stunt business growth and also ensure old business models become inadequate to serve the changing needs of clients.	First Year Budget How will setting up your own AFSL impact you? Read MoreThere is a growing interest in financial advisers obtaining their own license. If you are interested in having your own AFSL it would be wise to first weigh up the pros and cons before setting out on your own. There are many responsibilities and additional costs that come with having your own license. There are also many benefits of building your own advice business.

Calculate the cost of a bad hire What is the cost of bad hire in your business? Read MoreBad hires mean wasted time and money. Hiring new employees can be a difficult task for financial advisers particularly as our way of work continues to change. While there is no guarantee you will avoid a poor fit, there are a number of steps you can take to reduce the chances of a bad hire.	Impact of the 80/20 rule on your business What percentage of your clients generate most of your revenue? Read MoreIf advisers could identify the activities that generate just 80% of their results and concentrate on improving them by 3% per annum they will see their results soar. This tool combines the 80/20 rule and the 3% differential and gives advisers an indication of what practice management can to do productivity and profitability in their practices.

Quote of the day

I think many advisers use separate accounts solely so they can charge more for services that aren’t really there. A few of their problems are costs, myth of tax efficiency, lack of diversification, active management, ridiculous client statements, and rookie managers that are lauded as experienced—people who couldn’t make it as real fund managers. —Scott Dauenhauer

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Practice Management Complimentary Tools and Assessments