practice management
82 TopicsAre 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 leaderstake some time out with rod atBusinessHealth 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?7Views1like0CommentsHave you seen episode 1 of the Growth Masterclass?
Have you tuned in to episode 1 of our new Advisely Growth Masterclass series? If not, I highly encourage you to check out the first episode here. In the episode, the team at Twomeys embarks on a transformational journey to scale up as they prepare to take on more clients. Principal MatthewComan sits down with rod atBusiness Health to uncover the health of the business and the foundations needed to realise their ambitious plans. This is a live thread to discuss all things relating to episode 1, so we would love to know: What did you think? What did you learn? Do you have any questions for rod ,Tony.Stephens and Terry-Bell from Business Health? Can't wait to hear your thoughts!97Views3likes7CommentsAsk an Expert: We helped an advice practice map out their entire review process, ask us anything!
Have you tuned in to episode 2 of the new Advisely Growth Masterclass series? If not, I highly encourage you to check out the second episodehere. To achieve the efficiencies and scale needed to safely grow their business, Twomeys had to make some big back-office decisions. In this episode, the Tangelo team help them systemise their advice processes whilst factoring in compliance requirementsand navigate potential risk. This is a live thread to discuss all things relating to episode 2, so we would love to know: What did you think? What did you learn? Do you have any questions for us? Leave them down below and tag us Tangelo Can't wait to hear your thoughts!83Views2likes0CommentsHow to force completion of specific fields as a thread outcome?
Hi Everyone, Can you please assist me in finding out how to force specific field completion as an outcome on a thread I'm trying to test the screen below as outcomes and I can't quickly see how this works it does not appear to do anything? Thanks in advance!68Views1like5Comments