Future Fit Advice What you need to know today to prepare for tomorrow.53 PostsBusiness Strategy There's a lot that goes into advice that the client never sees. We do.43 PostsAdvice Efficiency Make your advice process faster, better, stronger.41 PostsXplan Hacks Tools (and tricks) of the trade.25 Posts
Recent contentClient portal hacks1 MIN READ Insights show that advice firms that communicate more frequently (generally once a month) with their ‘a-list’ clients are more profitable than the average advice firm. Available through Xplan, Client...Boiling point5 MIN READ This week's Coalition rejoinder highlights the problem with the maths behind the ASIC levy. A faster way to keep track of APRA's red flags2 MIN READ Has your client's super fund been flagged by APRA performance tests? Succession: handle with care5 MIN READ Six reflections on selling an advice business and making it work for everyone involved, including you. The reputation misconception1 MIN READ Despite post-Royal Commission concerns about advisers' poor public perception, most people don't even know what advice is. How to build a better client review process2 MIN READ Digital tools can streamline processes, provide insights into the effectiveness of your client engagement and improve efficiency We don't buy what we don't understand4 MIN READ Let me ask: have you ever had a client seem eager at first but then disappear? Hard to find1 MIN READ Become a member now to access this free in-depth guide for attracting and retaining staff.
Themesclients60practice management44technology32policy22xplan20compliance18investments17customer experience16marketing12advice production10succession10people8qar8automation8client engagement7advice servicing6legislation6workflow5retention5ai5advice toolkit5case study5advice execution5Retirement4xtools+4Client Focus4Visualise4client portal4research4relationships4task hub3Insurance3wealthsolver2Risk Researcher2software1Generational investing1engagment1fact find1career1Client Review1SOA1