Practice Management by the Numbers (5 of 7)
You can’t manage what you can’t measure, this has been one of our key messages ever since we launched Business Health in 2000. And while…
You can’t manage what you can’t measure, this has been one of our key messages ever since we launched Business Health in 2000. And while…
In a letter to Britain’s King George III in 1793, Emperor Qianlong wrote ”our Celestial Empire possesses all things in prolific abundance and has no…
You can’t manage what you can’t measure, this has been one of our key messages ever since we launched Business Health in 2000. And while…
ASIC Report 515 looked at KRIs for advice licensees to consider when monitoring and supervising Advisers. There were quite a number of key risk indicators…
You can’t manage what you can’t measure, this has been one of our key messages ever since we launched Business Health in 2000. And while…
Audit Scheduling Did they get an audit when they were supposed to? As far as I am aware, there is no prescribed requirements for the…
You can’t manage what you can’t measure, this has been one of our key messages ever since we launched Business Health in 2000. And while…
You can’t manage what you can’t measure, this has been one of our key messages ever since we launched Business Health in 2000. And while…
You can’t manage what you can’t measure, this has been one of our key messages ever since we launched Business Health in 2000. And while…
It’s fair to say that there will be a good deal of soul searching, mirror gazing and earth moving in the world of financial advice…
I can recall the moment vividly – it was mid November 2018 and the last day of a three-day conference which had been attended by…
In recent blogs I have commented about the wisdom at this time, to seek feedback from your clients – how are they perceiving the service…
From my regular discussions with advisers all over the country it’s clear that, they are doing everything in their power to assist their clients during…
The correlation between feedback & profitability has remained a constant feature in data analysis for 20 years From my regular discussions with advisers all over…
“Never waste the opportunity offered by a good crisis” Niccolo Machiavelli, Italian diplomat, writer and philosopher, 1469 – 1527 Perhaps the greatest upheaval for many…
There is not one advice business in the country that would not describe itself as “client centric”. This has become the buzz phrase of the…
The headline takeout from our recently released industry analysis (Future Ready VIII) is undoubtedly the dramatic reduction in average client numbers per firm from 715…
A lot has been written over the years about the importance of workplace culture – it is the subject of thousands of books and is…