NEW TECHNOLOGIES THAT CAN GROW YOUR BUSINESS
Robbie Bennetts explains how technology platforms and other solutions are facilitating client acquisition, client engagement, productivity and profitability
Alex Burke
July 24, 2013
Robbie Bennetts explains how technology platforms and other solutions are facilitating client acquisition, client engagement, productivity and profitability
Good client service and expanding the range of services offered to existing clients are key to organic practice growth, writes Robbie Bennetts
There are four key considerations for practice owners in preparing their businesses for sale and making them attractive to potential buyers A key part of
While FoFA reforms will have a significant impact upon financial advisers and the way they do business, it’s important to think about long-term sustainability of your business and value creation – for both your practice and for your clients.
Most financial planners perform very poorly when it comes to selling their business, but if you want to sell your business successfully, there are a number of important steps to follow.
The top issues facing Australia’s financial planning industry right are FoFA, revenue and competition. Financial planners need to get the balance right in addressing each in order to make sure their business model is viable and sustainable.
The more research I conduct on the valuation of financial planning practices, the more I feel the need to subsequently communicate the importance of assistance in preparing and forward-managing a financial planning practice.
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