Business Health in the News
You’ll never know what your clients think if you never actually ask them| May 6, 2015. http://www.professionalplanner.com.au/featured-posts/2015/05/06/youll-never-know-what-your-clients-think-if-you-never-actually-ask-them-36444/ (PDF) - Click Here ( 182 KB )
Aging planners and clients distance advice from next generation. (DOC) - Click Here ( 14 KB )
Tech boosts client reach. Financial Observer article, February 6, 2015. http://www.financialobserver.com.au/articles/tech-boosts-client-reach-practice-profits?sthash.KquWzQep.mjjo (DOC) - Click Here ( 13 KB )
Financial planning practice "health" back to pre-GFC levels but still areas to address. Adviser Voice, February 4, 2015. http://www.adviservoice.com.au/2015/02/financial-planning-practice-health-back-pre-gfc-levels-still-areas-address/ (DOC) - Click Here ( 10 KB )
Business Health identifies post GFC trends. Financial Observer, February 4, 2015." http://www.financialobserver.com.au/articles/advisory-firms-see-ups-and-downs-post-gfc" (DOC) - Click Here ( 10 KB )
Succession planning is vital in retaining client loyalty By Glenn Freeman| February 4, 2015 http://www.professionalplanner.com.au/featured-posts/2015/02/04/succession-planning-is-vital-in-retaining-client-loyalty-34046/ (PDF) - Click Here ( 43 KB )
Advice practices face key person risk, February 3, 2015. Written by Scott Hodder. http://http://www.ifa.com.au/news/14175-advice-practices-face-key-person-risk (PDF) - Click Here ( 737 KB )
Advisers Failing to Take Own Advice. February 3, 2015 http://www.riskinfo.com.au/news/2015/02/03/advisers-failing-to-take-own-advice/ (PDF) - Click Here ( 318 KB )
Affinia, Business Health peek behind the risk advice curtain. Professional Planner. July 28 2014 http://www.professionalplanner.com.au/risk/2014/07/28/affinia-business-health-peek-behind-the-risk-advice-curtain-29525/ (PDF) - Click Here ( 373 KB )
In this clip, Business Health Partner, Rod Bertino explores the topic of client reviews in detail and shares his insights into how to better align the review process to your clients’ needs. Doing so can not only drive greater efficiency but also greater effectiveness in uncovering new opportunities to help your clients and increase loyalty. http://www.youtube.com/watch?v=7RUZQ0OfTYE&feature=youtu.be (DOC) - Click Here ( 49 KB )
What Won’t Work for Advice Practices in 2014. Risk Info. February 18, 2014 http://riskinfo.com.au/news/2014/02/18/what-wont-work-for-advice-practices-in-2014 (PDF) - Click Here ( 217 KB )
Higher Profits Not Rocket Science. Riskinfo. January 6, 2014. http://riskinfo.com.au/news/2014/01/06/higher-profits-not-rocket-science (PDF) - Click Here ( 257 KB )


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