Resource Site for Financial Planners in Australia

Posts Tagged ‘Practice Management’

Powerful Sales and Marketing Forecaster

sales and marketing forecaster

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…)

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Hire Smart or Manage Tough

The SAOL Formula The “Behavioral Consistency Principle” states that the best predictor of future performance is past performance in a similar circumstance. A common mistake interviewers make to predict future performance is to ask a question such as “What would you do in a situation such as ….” This type of (more…)

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The cost of employee turnover – Formula Calculation by Susan Rochester

TIP: Multiply the cost for one employee by the number of employees leaving your organisation each year, to understand the full impact of putting effort into retaining good employees! Calculating the cost Employee turnover costs your business money. Knowing the cost helps you assess the value of employee (more…)

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Benchmark your ratings against 50,000+ Financial Planning Client Responses

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How profitable are your people management practices?

How profitable are your people management practices? When you look at businesses that really shine, regardless of their size, age, market or niche, their success can always be traced back to having exceptional employees. Attracting and retaining exceptional employees – the best talent – is only sustainable (more…)

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A simple guide to employee productivity

A simple guide to employee productivity We’re all busy, so here’s some quick advice on how to get the most from your staff! Of the millions of words written about productivity, there are really just three things you need to remember. For your employees to work the way you’d (more…)

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Planning your productivity run into Christmas

How do successful people plan their productivity run into Christmas? By Jim Prigg How I help my people is to get them focussed on setting achievable targets. These targets need to be realistic and based on their own income requirements. Leave any team or corporate goals out of (more…)

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Advisor Decision Flowchart

This is a chart showing the flow of considerations and resulting action and/or documentation that an advisor should be using in the process of providing financial advice.  For additional information on this document or any expert compliance advice call an Acompli office in your state on 1300 789 156 (more…)

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Financial Planning Benchmarks from Business Health

Breakout 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…)

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Inaugural National Planner Survey Results 2009

The Inaugural 2009 Financial Planning Education Trends Survey Tables and Results (April 2009) Please fill in comments form below and we will send you a 13 page pdf version

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Self Employed Planners / Merge Opportunities

FP Exchange has a number of opportunities for Self Employed Planners Seeking to either merge with a larger organisation, exit or switch Dealer Groups. There are also a number of opportunities for a planner to increase the size of their business by taking on an additional large (more…)

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