At their service What do your clients want? Such a simple question, but with some serious effort involved to discover. The secret to becoming indispensable for your clients, is to help them solve their important issues. How well do you know your ideal clients? Here are some questions to ask …
Reset and refresh Hard to believe but we’re at the end of the first quarter of 2019 already. I know you have your quarterly review to do, but you also you need to make sure you give your mindset a refresh too. One of the best ways to do that …
Sustaining great service Most advisers are super responsive to their clients. However, as your business grows and you are serving more clients, it becomes harder and harder to maintain that service level. This is an important issue. For most advisers, the personal customer service component is a major competitive advantage. …
Under pressure Every so often the industry conversation returns to the threat of margin compression; fancy language for the fact that maybe you won’t be able to charge so much in the future. For Financial Planning businesses, the 1% p.a. fee model has been the bedrock. What if that comes …
We’ve reached the end of 2018 and you definitely deserve a break after the hard work you’ve put into your business this year. Here at FP Advance we’ve hit on some major topics to inspire, challenge and support you in growing your business this year. These three really got people …