All-in-one packaged solution
What is AdviserAdvance?
AdviserAdvance is designed to be used by financial advisory practices either independently or in collaboration with their licensee BDM/PDM/external coach. It allows an advisory business to use Business Health diagnostics whenever and as often as needed, for a flat monthly fee. Importantly, this also includes a regular phone call with a Business Health partner (can be with the BDM, adviser or both), offering analysis and insights into the diagnostic results of the practice and may include practical suggestions to improve any areas of concern or interest for the business.
What will you receive?
You will receive unlimited access to the following business diagnostics:
1. HealthCheck – a qualitative and quantitative business diagnostic
2. CATScan Client Survey – a confidential & anonymous survey that benchmarks results for each practice to its peers
3. Estate Planner – an estate planning tool that can be offered to clients and prospects
4. BenchMarker – financial metric benchmarking
5. Six consulting hours per year – as required
6. Ongoing communication program – newsletters, blogs, webinars
Why go to the effort?
AdviserAdvance provides not only fantastic business diagnostics and the latest industry information on an ongoing basis, it also provides opportunities for advisers to engage with existing clients and prospects in a meaningful way.
Regular consulting calls (or virtual meetings or in-person) provide an ongoing opportunity to discuss business practices with an independent experienced professional, ensuring that businesses gain the maximum possible benefit from AdviserAdvance.
Where to from here?
To purchase a 12-month unlimited subscription for your business, contact us on 02 9518 6966 or email@example.com or BH Contact Form. We have pre-arranged preferential pricing with a number of licensees and alliances, so please contact us for pricing.