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.
Succession planning for the future generation
Steve Boucher, Head of Strategic Accounts, talks to Gavin Chapman from Chase de Vere, about the ways of training young advisers for the future generation, as well as attracting younger investors.
How the advice industry is changing
Key business challenges facing advisory firms
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