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Financial advisory business assessment
What is a Business Assessment?
Financial advisory business assessment is a systemised, procedural analysis and reporting of key performance indicators. It gives you an objective, big-picture overview of your business. The data gathered from the assessment will inform your strategies and plans going forward. Without this data, it will be difficult to draft a business plan, or to understand what is and is not working in your business.
Due to factors in the external environment, such as fluctuating economic conditions, aggressive market competition and problems adjusting to constant change, business owners find it challenging to grow revenues, increase profit margins and take their businesses to the next level.
Further, most financial advisers have built their businesses around subject matter expertise, rather than on a solid foundation of business management tools and processes necessary to maintain a profitable and sustainable business.
To assist you in making the transition to ‘working on your business’ by using recognised management tools and processes, the Practice101 Business Assessment focuses on the following eight key performance areas necessary to ensure peak performance:
1. Business Planning
2. Marketing Planning
3. Business Development
4. Financial Management
5. Risk Management
6. Operational Management
7. Financial Planning
8. Client Services
After you have completed the assessment, a Business Assessment Report will be available for you. |
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