Forum Discussion
primrose.foster
3 months agoAdvisely Team
Poll: Are you in a position to take on more clients?
Advice 2030: The Big Shift report revealed a potential $2.1bn in new revenue and nearly half a million new advice clients by 2030 for advice businesses that can adapt to meet this demand.
I am int...
jenny.brown
2 months agoAdvisely Board
We are looking at bringing on more ideal clients, our annual goal is 20. With 2 associate advisers who have finished their PY years over the past 12 months, we have an expanded capacity to ensure all clients are well serviced, we have also terminated our services from a couple of clients who are not ideal and where we can't add value, so always need to replace that revenue.
The best way we've found the ideal client is ensuring our existing ideal clients know we are open to take on new business. That along with our current marketing is attracting good interest. Streamlining processes and templates is also ensuring we have capacity.