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We recognize that all advisory businesses work on different levels of performance. Identifying how you are performing is one thing but actually zoning in and improving various areas is even harder. Our shopping cart sets out all our Assessments and Tools allowing you to assess, select and improve your business at your own pace.

Please note: All subscriptions are valid for a period of 12 months
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Business Assessment

Business Assessment


Business Assessment Availability  
$750

When did you complete your last business assessment?

All advisory businesses should undergo a regular performance assessment to ensure that the business stays on track in reaching its goals. Analysing key performance indicators will accurately communicate your present reality and opportunities and help in identifying any gaps that are preventing your business from reaching the performance levels you seek. The assessment will provide you with a report allowing you to implement effective action plans to move your business forward.

Pricing Model

Pricing Model


Pricing Model Availability  
$400

How did you determine your fee for services?

Pricing is the single greatest lever you have for improving profitability in your advisory business. Building a good pricing capability for your business requires the careful development of a pricing methodology which assesses your payroll, operational costs, time spent on delivering financial advice and then servicing clients on an ongoing basis. It also requires you to consider both intangible and tangible services. Once you have completed our pricing tool you will realise just how much value you deliver to your clients and why you need to adjust your fee for service to improve business profitability.
Watch a demo

Business Plan Creator

Business Plan Creator
Launching soon...

Business Plan Creator Availability  


Do you regularly update your business plan?

Why spend time writing a business plan down on paper when many a business plan just winds up under a pile of unread articles in the back of a desk drawer you may ask? "Winging it" leads to a lack of accountability—not exactly a good long-term strategy for your business. And if you set no written goals, it's tough to measure your progress. All advisory businesses should have a business plan that is updated periodically to ensure nothing slips through the cracks. The Business Plan Creator contains guidelines, structure, and a live template to work through so that you can create your business plan successfully.

Marketing Plan Creator

Marketing Plan Creator
Launching soon...

Marketing Plan Creator Availability  


How relevant is your marketing plan?


A strong marketing plan can be essential to your business success, allowing you to capitalize on your strengths, focus on your highest potential clients and relationships, and deliver your message effectively. A successful marketing plan achieves these goals in a manner designed to increase both practice productivity and profitability. In fact, the proper alignment of your marketing efforts is a critical determinant of business success over time. Our Marketing Plan Creator is an extension of the Business Plan Creator and ensures a blueprint that allows for ongoing measuring and monitoring progress so you can make adjustments along the way.

Valuation Model

Valuation Model
Launching soon...

Valuation Model Availability  


Do you know the value of your advisory business?


Business valuation is the starting point for advisers who want to effectively manage their equity and build a business of enduring and transferable value. Business valuations for advisers are often addressed far too late in the business life cycle. Possessing an understanding on one’s business value is perhaps the key ingredient when aiming to undertake any strategic decisions. Through our valuation process, we can help answer the questions that will lead you to make informed decisions for your future. Don’t wait until you’re ready to sell to increase the value of your business.


Risk Management Plan

Risk Management Plan
Launching soon...

Risk Management Plan Availability  


Do you review and then update your risk management plan every year?

Business risk may be described as anything that threatens the continued success of your advisory business. Unfortunately, advisers sometimes overlook the potential risks that can derail their businesses. ASIC expects these business risks to documented, managed, and controlled. The regulatory standards for risk management have been set out in both the Corporations Act and ASIC regulatory guides. Our risk assessment tool helps you to identify, prioritize and put in place actions to mitigate your business risks.
 Watch a demo

Client Perception Study

Client Perception Studies
Launching soon...

Client Perception Studies Availability  


Do you know what your clients feel about your service?

One of the best ways of deepening and expanding client relationships is to make them feel that they are always top of mind by way of a client perception survey. Knowing your clients and finding out how you can solve their problems is key to building long-lasting, profitable relationships. This perception study first asks you how think you are doing in your client service activities and then allows you to ask the same questions of selected clients. The questions are compared giving you a 360 overview of your client service experience and areas you will need to improve.

Workflow Designer

Workflow Designer
Launching soon...

Workflow Designer Availability  


Have you documented all your advisory business workflows?

Creating formal business processes isn’t just for the work that you do directly with clients and prospects. It’s also relevant for anything that might be repeated over time within your advisory business. Before trying to structure your business processes into an automated workflow in your CRM, start out by using our workflow design tool and test out your processes before creating them in your CRM. Consider starting with your client service model, including the meeting prep and follow-up, and new client onboarding, and move on from there.

Client Survey

Client Surveys
Launching soon...

Client Surveys Availability  


How often do you do meaningful client surveys for your business?

Customer service is the foundation of your business growth. You can spend money on marketing, but if your client service is flawed, you will most likely lose traction. Undoubtedly, happy and satisfied clients are a core aspect of every successful advisory business. Such clients don’t just remain loyal; they also help you identify what you are doing well and how you can build on that to grow your client base. Client surveys come in handy when you are trying to get an idea of what your potential clients need. They are therefore essential for your business growth.

Client Storyboard

Client Storyboard
Launching soon...

Client Storyboard Availability  


Do you visually engage with your clients during discovery meetings?

Money has been said to promise the illusion of fulfillment. Countless stories evidence the contrary. In fact, helping clients discover and illuminate their meaningful life requires a process which unearths a client’s values, emotions around money, goals and financial resources. Our client storyboard helps financial advisers map "money to meaning" on the journey to funded contentment. If you want to create a tangible, valuable and engaging client discovery experience why not create a visual client storyboard?
Watch a demo

Five Minute Personality Evaluation for your team

Five Minute Personality Evaluation for your team
Launching soon...

Five Minute Personality Evaluation for your team Availability  


Do you know what motivates your individual team members to perform?

The best chance for success when choosing to have your team take a shared personality test is to reflect on the why for getting assessed. Understanding differences creates empathy, which builds emotional intelligence, which contributes to productivity, happiness, and retention among teams. The whole point of team development-focused tests is to build emotional intelligence between its members. In other words, it’s to remind each other that we’re all human beings with different perspectives, experiences, and skills because that understanding helps teams perform better.

5 Minute Business Health

5 Minute Business Health
Launching soon...

5 Minute Business Health  Availability

What do you want to change in your business this year?

We are certain that very few business people would answer this question with the words "nothing." We believe that it is safe to say that most business owners would indicate that they spend a large amount of their time creating strategic plans and then supporting, facilitating and managing change.

Modern businesses require constant change and that is why an annual business assessment on the disciplines of business performance, should be incorporated into your strategic planning.



 










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Quote of the day

Quote of the day

Nothing astonishes men so much as common sense and plain dealing. —Ralph Waldo Emerson

 

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