Most RecentMost ViewedMost LikesBig AFSL, small AFSL or DIY? Like many small practices, we’ve been feeling the pinch of rising costs and over-regulation. And over the past year, I've been exploring various AFSL options. Why the client portal is the most important technology choice of all One of the most pivotal parts of client engagement is your digital gateway. Your plan on a page There’s never a “perfect” day to plan for growth, so the best time to start is right now – and it all starts with one page and five key areas. Report available now: Need for speed Find out the main drivers of practice profitability and client retention in this new report. Listen now to the Upfront podcast Bold, frank and honest conversations about building financial advice businesses people love. Scams and bad actors: managing your risk Cyber criminals fleeced Aussies to the tune of more than $3 billion dollars last year – and that’s just the scams that were reported. This cyber expert can help you prepare for the worst Free tool: A guide to pricing your service Find out if clients are paying appropriately for the service and value you deliver in this free, member-exclusive guide. The five factors for growth According to Rod Bertino, there are five areas that will determine which advice businesses can seize the $2.1 billion advice opportunity promised in The Big Shift. Free tool: Mastering advice efficiency checklist Discover the efficiency gaps and opportunities with this free member-exclusive checklist. Free tool: Vision and goals planner Are your business and personal goals aligned? Member exclusive tool available.
