Future Fit Advice What you need to know today to prepare for tomorrow.66 PostsBusiness Strategy There's a lot that goes into advice that the client never sees. We do.54 PostsAdvice Efficiency Make your advice process faster, better, stronger.52 PostsXplan Hacks Tools (and tricks) of the trade.37 Posts
Top ContentWhat can you do that an AI can’t?1 MIN READ The Advisely Index’s top-ranked adviser, Conrad Francis, believes advice efficiency is all about focusing on your “high-ticket item”. Is the SOA worth the paper it’s written on?3 MIN READ At more than 50 pages in length, statements of advice (SoAs) in their current form have become unwieldy documents that take at least 6.5 hours to produce and which many clients will never fully read....Index users are cutting SOA production in half2 MIN READ According to the latest Advisely Index figures, Advisely members are nearly twice as fast at producing complex client SOAs compared to our 2023 industry benchmark. How do you match up? Business case study: Why Anne Graham sees her role as that of a life coach4 MIN READ Taking the time to really get to know your clients can be a prudent way for advisers to get ahead. Five micro changes with big impact1 MIN READ Discover the five things you could be doing now to step up your efficiency. How much does your advice book need to be worth before you sell?3 MIN READ When preparing to sell a financial advice business, the value of your book is only one part of the equation Finding time1 MIN READ Want to create an extra day a week without either the Mandate of Heaven or a time machine? Find out how. 4 ways to make a better first impression with clients2 MIN READ First impressions count, but it’s also highly valuable to have a conscious approach to you cement that impression over time Could advice become an $8 billion industry?2 MIN READ According to new research, it could – for seven key reasons. Your 10-year exit: Year-by-year guide to building a "sellable" advice business3 MIN READ Your transition from full-time adviser to happy retiree is a few years in the making, if you want to sell with minimum stress and for maximum profit
Themesclients64practice management53technology35policy28xplan27investments19compliance19customer experience16advice production14marketing13people12succession11research10qar9workflow8case study8legislation8automation8client engagement7advice servicing6xtools+6client focus6advice execution6retention5ai5advice toolkit5Visualise5Retirement4client portal4task hub4relationships4wealthsolver3Risk Researcher3Insurance3fact find2portfolios2software1Generational investing1engagment1career1Client Review1SOA1
