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About You

As a Financial Planner and practice owner, what keeps you awake?

  • HOW DO I MAKE MY STRATEGIC PARTNERSHIPS WORK?
  • HOW DO I GET MY PROCESSES WORKING BETTER?
  • HOW DO I MAXIMISE MY CLIENT FACING TIME?
  • HOW CAN I TAKE TIME OFF TO HAVE A HOLIDAY?
  • HOW DO I ENHANCE THE VALUE OF MY BUSINESS?
  • HOW DO I EXPAND MY BUSINESS AND INCREASE INCOME LEVELS?
  • HOW DO I MAXIMISE THE RETURN ON BUSINESS EFFORTS AND PRACTICE VALUE?
  • HOW DO I IDENTIFY AREAS FOR IMPROVEMENT AND MAKE THE NECESSARY CHANGES?

Did you know that?

ONLY 29% OF FINANCIAL PLANNERS HAVE A LONGER TERM STRATEGIC PLAN FOR THEIR BUSINESS

ONLY 35% HAVE AN OPERATIONAL BUSINESS PLAN COVERING THE UPCOMING 12 MONTHS

IN 59% OF PRACTICES NOT EVERYONE IS AWARE OF THEIR BEST CLIENTS

79% HAVE NOT DOCUMENTED ALL OF THEIR SYSTEMS AND PRACTICES

You understand that this is a time of great challenge and opportunity for the industry, and you realise that agility and adaptability will be key skills. In this environment you need partners with strong complementary skill sets.

We hope that you will want to talk with us because you have an open mind, and you want to learn better ways to build your business (a closed minded person never learns).