primrose.foster
Advisely Team
9 months agoPoll: Are you in a position to take on more clients?
Advice 2030: The Big Shift report revealed a potential $2.1bn in new revenue and nearly half a million new advice clients by 2030 for advice businesses that can adapt to meet this demand.
I am int...
jenny.brown
Advisely Board
9 months agoWe are looking at bringing on more ideal clients, our annual goal is 20. With 2 associate advisers who have finished their PY years over the past 12 months, we have an expanded capacity to ensure all clients are well serviced, we have also terminated our services from a couple of clients who are not ideal and where we can't add value, so always need to replace that revenue.
The best way we've found the ideal client is ensuring our existing ideal clients know we are open to take on new business. That along with our current marketing is attracting good interest. Streamlining processes and templates is also ensuring we have capacity.
Recent Discussions
🤓 Xplan Hint: Client Hub - your one-stop-shop for client activity
Did you know the Xplan Client Hub is essentially a one-stop-shop for all client activity? Centralise the way you work and stop navigating between screens, the Client Hub should be your go-to page f...courtney.youngblutt3 days agoIress Contributor6Views0likes0CommentsThe Meeting System Myth: Why Structure Beats Style Every Time
A well-run financial planning business doesn’t just deliver advice – it delivers it predictably. Inconsistency across key meetings – the Initial Appointment, the Statement of Advice Presentation, or ...marklewin16 days agoValued Supporter15Views3likes0CommentsForm type Checklist in Notes for ongoing use?
Hi All, Has anyone set up or created a form type document in Xplan notes. I have used Note Templates before and am aware I can use a table. Or a merge output however we don't want to re-tick opt...sarah.burke386 days agoActive Interactor58Views1like2CommentsThe Offshoring Blind Spot: How Poor Systems Cripple Profitability
Australia is experiencing a unique mismatch: adviser head-count has fallen by roughly 40 % since 2019, yet the pool of advice-seeking households keeps growing as 3.6 million baby-boomers move deeper ...marklewin16 days agoValued Supporter50Views3likes2Comments