Up to 69 per cent of most accounting practices revenue is derived from compliance based tax and accounting work. Is your core business under threat of being commoditised?
Accountants are in the spotlight with the recent raft of SMSF reform. But with much of the attention being placed on the removal of the accountant’s exemption and the need to get licensed, the opportunity is often overlooked.
If industry research is correct, 85% of all accountants have SMSF clients with investment related queries. This reinforces and strengthens the argument for a collaborative approach to wealth advice, writes Matt Englund managing director of Securitor.
To be efficient, proficient and profitable in the post-FOFA world and beyond, planning businesses need to corporatise their offering, says Matt Englund, managing director of Securitor & Licensee Select.
What will your professional advice practice look like in 2017? Matt Englund, managing director of Securitor & Licensee Select challenges all wealth advisers to think of how their business model will change in the future.
“There are three key steps to leading, motivating and engaging staff in growing your financial advice practice”, Matt Englund
Professional development for both advisers and CEOs of advice firms is critical to delivering the best client outcomes, writes Matt Englund
Advisers can reap significant business benefits by following a simple 4-step process to re-engaging inactive clients, writes Matt Englund.
Building practice value over the long-term requires a change in mindset in the financial advice profession, writes Matt Englund.
Practice principals can adopt a number of strategies to ensure their succession plan delivers, writes Matt Englund.
No More Practice Education Pty Ltd
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