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rainier.reyes
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10 months ago

Are all the advisers in your practice on the same page?

Have you tuned in to episode 4 of the Advisely Growth Masterclass series? If not, I highly encourage you to check out the episode here.

In the episode, the Twomeys leaders take some time out with rod at Business Health to make sure they’re aligned in their vision for the business.

This is a live thread to discuss all things relating to episode 4 so please share your thoughts!

Here are some questions to get you started:

  • What did you think and what did you learn from the episode? 
  • Are all the advisers in your practice on the same page? 
  • When you consider that the average advice firm earns $3,850 per client and $6,055 for the most profitable firms, do you think you have your charging clients appropriately according to the value you bring?
  • Do you have any questions for rod Tony.Stephens Terry-Bell from Business Health?
case study
practice management
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