Tool for projecting your yearly revenue The Planner Lounge, have provided free of charge, through Business Health a powerful tool for projecting your yearly revenue. The SMP tool allows an adviser to forecast revenue flow over a 12 month period, using their stated assumptions. These assumptions can (more…)
Read moreBreakout Box – To be read in Conjunction with Article Below KEY PRACTICE ATTRIBUTE HEALTHCHECK AVERAGE* Gross practice revenue “Notional” practice expenditure # “Notional” practice profitability # Number of individual clients Total number of staff (including principals) Number of principals Age of practice principal Revenue per staff (more…)
Read moreThe Inaugural 2009 Financial Planning Education Trends Survey Tables and Results (April 2009) In partnership with: Key Insights from Education Trends of Financial Planners/Advisers Survey Table 1: Roles and client demand assessed Total* Do you believe clients’ demand for financial advice over the next 12 months will… (more…)
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Astute Wheel request for more information
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Current Books or Businesses for Sale
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AstuteWheel Makes Financial Planning Sexy
Video Testimonial Special Offer
Seven reasons to use client testimonial videos
Simple Client Value Propositions by Stewart Bell
“Ten rules for a trust-based relationship” by Sue Viskovic
Top 10 ways to stay on top when the Bears are getting you down by Sue Viskovic
Leaping into ownership by Lana Clark
One sure-fire way to increase your revenue and deepen client relationships by Stewart Bell
Astute Wheel request for more information
Warning: Do not lend SMSF money to members
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Understanding opt-in
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