Industry What you need to know today to prepare for tomorrow.88 PostsGrowth There's a lot that goes into building an advice business that the client never sees. We do.97 PostsEfficiency Make your advice process faster, better, stronger.61 Posts
Growth There's a lot that goes into building an advice business that the client never sees. We do.97 Posts
Most ViewedMost LikesNewest TopicsMost RecentTagged:TagWhat can you do that an AI can’t?1 MIN READ The Advisely Index’s top-ranked adviser, Conrad Francis, believes advice efficiency is all about focusing on your “high-ticket item”. The outsourcing paradox8 MIN READ Here's how efficiency can become your greatest compliance risk. The myth of the mammoth SOA1 MIN READ If the length of your SOA often puts ASIC's own guidance to shame, maybe regulation isn't the issue here. Business case study: Why Anne Graham sees her role as that of a life coach4 MIN READ Taking the time to really get to know your clients can be a prudent way for advisers to get ahead. Is the SOA worth the paper it’s written on?3 MIN READ At more than 50 pages in length, statements of advice (SoAs) in their current form have become unwieldy documents that take at least 6.5 hours to produce and which many clients will never fully read....How the new Aged Care Act impacts advisers4 MIN READ Widespread changes to aged care rules are imminent. Is your practice ready? When the engine stalls2 MIN READ The back office is essential to the client experience – but us advisers don’t always make it easy for them. How much does your advice book need to be worth before you sell?3 MIN READ When preparing to sell a financial advice business, the value of your book is only one part of the equation This is tomorrow calling7 MIN READ Blake Briggs talks licensing, Treasury and moving on from "the big end of town." How "letting go" gave me a new lease on life3 MIN READ Not long ago, I made a career move that left many people in my circle scratching their heads. It sparked countless questions, but also taught be some very valuable lessons.
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PlacesEfficiency Make your advice process faster, better, stronger.Growth There's a lot that goes into building an advice business that the client never sees. We do.Industry What you need to know today to prepare for tomorrow.Xplan Hub The tools you need to make the most out of Xplan.
