Your Profitable PracticeIntroducing bite-sized pointers to help drive profitability for your business
Many advisers are running small to medium sized businesses, in addition to offering financial planning services to clients. So it’s unsurprising that they face the same challenges, typical to business owners.
Our own research shows that business management issues, such as training new staff and succession planning, are a key challenge for over one quarter of financial advisers. So, to help you in these areas, we’ve pulled together some practical hints and tips designed to help you drive greater profitability for your business.
Hear what advisers like you have to say on topics from recruiting the right people to increasing productivity.
How the advice industry is changing
From political and regulatory change to technological improvement, the advice industry is continually evolving. What opportunities does this present to firms and how do they need to adapt?
Key business challenges facing advisory firms
What does it take to run a profitable practice? From boosting productivity to hiring the right people, how can you help make your business a success?
Discover the right rising stars
Why connecting with clients is crucial?
Let’s talk productivity
Think of your own future too
Our resource centre hosts a range of expert insight on retirement, regulation, cybersecurity and more. Plus there's a library of over 45 short retirement videos, to help improve your knowledge or prepare for CII exams.Take a look