Advisers looking for business efficiency start here!
General
One business growth challenge: fixing software problems
One of the biggest challenges as your business grows is how your support framework grows to meet it. It must be scalable. Otherwise profits in the front office will be spent on headcount in the back-office. Don’t let this be you.
10 signs your business is suffering from #fintechconcussion
Is your advice practice experiencing the overwhelming impact of #FintechConcussion? This phenomenon intensifies as the end of the month approaches, demanding the timely completion of price calculations and report generation.
20 tips for a great XPLAN migration experience
Client information is without doubt one of the most valuable assets in your business. Advice firms like yours spend big money and enormous amounts of time keeping it up to date, compliant and relevant.
Bridging the data gap in your advice business
Starting or reinitiating an engagement program is hard when all you have is a name or policy number and a low confidence in their completeness and currency. Where do you start?
Licensees need a technology strategy
Licensees could be missing out on efficiency improvements and not capitalising on the wave of integrated advice solutions on offer in Australia today.
