Tagged:TagMost RecentHow to build a better client review process Digital tools can streamline processes, provide insights into the effectiveness of your client engagement and improve efficiency Five micro changes with big impact Discover the five things you could be doing now to step up your efficiency. The paraplanner of the future Once, paraplanners were like caterpillars – destined to become adviser butterflies. Is a new metamorphosis underway? What your clients don’t tell you Find out how to ensure a consistent and high-quality client experience. 1 CPD hour available. "JFDI" and other words of wisdom "Just f***ing do it" might be a little purple, but it's gotten me out of a perfectionism rut on more than one occasion. The magic of tiny tweaks and small wins From little things, big things grow – particularly in financial planning. The end of paraplanning? The reports of paraplanning’s death have been greatly exaggerated. Index users are cutting SOA production in half 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? 3 ways improving processes can speed up your SoA creation Find out how keeping your processes up-to-date can help streamline SoA delivery I'm Peter Worn, Advisely expert in advice process and technology Advice needs to focus on collaboration - sharing ideas and, occasionally, sharing the pain. The defining trait of the top Advisely Index users Generally, advice efficiency is a game of inches – but per the latest Advisely Index results, that's not always the case. Hyper-personalisation: the next frontier? Can you get “hyper-personal” with your clients and deliver a bespoke service without getting stuck in the weeds? These experts say you can. What can you do that an AI can’t? The Advisely Index’s top-ranked adviser, Conrad Francis, believes advice efficiency is all about focusing on your “high-ticket item”. Divide and conquer Client segmentation can transform your business. Here’s how to get it right. Watch now: What your clients don't tell you Become a member to access the CPD webinar. Baselines, blind spots and black holes There are three critical stages for ensuring a positive client experience – and they have more to do with amusement parks than you might expect. A new approach to advice tech Why are we dedicating all our tech spend to processes the client will never see? No adviser is an island When advisers barely have time to service existing clients (let alone take on new ones), it's time for the team to step in. How are practices building their teams? If QAR isn't the panacea for the industry, what should advisers focus on? Why your tech stack may be overdue for an audit Top-performing advice firms get more done with fewer technology platforms. Is it time you reviewed your tech stack? How automating the client review process can save you time We cover the types of tasks that can be automated – and what’s best done the traditional way. Two ways to simplify client onboarding Onboarding is one of your clients’ first real experiences of you and your service. Here’s how to get it right. Three ways to stress-test your cyber plan for 2024 Cyber threats to advice firms are an ever-present risk. Here’s how you can safeguard your practice. Advisers just don't have time Or do they? 4 ways to make a better first impression with clients First impressions count, but it’s also highly valuable to have a conscious approach to you cement that impression over time I'm Dela Dzadey, Advisely board member We want to continue to look at problems and processes and how we can make a better solution for everybody involved. I'm Deb Kent, Advisely board member This business is about people skills, so be authentic. Be yourself. I'm Darren Smith, Advisely board member Understanding the numbers is important but understanding the person is more important. I'm Mat Tenison, Advisely board member You can't put a dollar figure on the impact you have on clients' lives. I'm Jessica Lamb, Advisely advice process expert You should always be thinking about how you can improve your client experience. I'm Tamara Morey, Advisely business strategy expert As an adviser, your time is more valuable than you realise. I'm Jenny Brown, Advisely board member I hope every adviser focuses on doing the right thing by the client – even when no one's looking. I'm Anne Graham, Advisely board member One big challenge is focusing on your ideal client – growth through finding your niche. I'm Selin Ertac, Advisely compliance and advice process expert Whatever changes with regulation, focus on what you can control – what you can do right now. I'm Kim Payne, Advisely client expert Let’s cut down the inefficiencies that take valuable time away from client relationships. The old referral model is dead. Here’s what’s next The “dream team” experience of financial planning, broking, accounting and legal going hand-in-hand is changing to a client-led model and networks Speaking the same language If an adviser doesn’t have trust in their support team, their efficiency levels will suffer. Shape the future of financial advice in Australia Contribute to a landmark piece of industry research The modern Prometheus Could AI be a “co-pilot” for today’s financial adviser, or is it more of a black box? Why the client portal is the most important technology choice of all One of the most pivotal parts of client engagement is your digital gateway. Advisers need to change their hook People are afraid. Not only that, but the path ahead seems very unclear – not just for them individually but for the entire world. 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