With margins being squeezed right across our industry, maintaining profits is a key challenge for many advice businesses, particularly those operating within niche markets.
Whether you are an accountant, financial planner or finance professional – everyone is after distribution. Some of us do not like to refer to it that way, but almost everyone is on the lookout for that next new client or how they can grow their client base.
Of all the great ideas you never properly implemented in your business, a robust task and workflow system would have to be one of the most important.
While those of us who work in the industry will most likely find it more than interesting, we have all experienced the glazing of the eyes or the lack of interest when you tell someone you work in financial services, let alone tell them you are an adviser or accountant.
No More Practice Education Pty Ltd
Level 1, 10 Shelley Street, Sydney NSW 2000
