Cost effective solutions for AFS licensees
We have spent significant time and resources over a number of years developing a suite of diagnostics, tools, guides and templates with the specific aim to help licensees identify not only the strengths and weaknesses of their advice firms, but most importantly what actions should be considered as a result. Improved profitability and efficiency being the end objective.
For many networks, internally developed and delivered solutions have been the preferred strategy. Intuitively it makes sense (“we’re different to the others“) but how effective has this really been?
These programs can be constructed for any given time period and can incorporate your own specific standards and solutions as you require (alternatively ours will be made available). Customised format, facilitation and ongoing support are the hallmarks of our various programs, with improved profitability the end goal.
We have a wide range of interesting, relevant and practical material, which we are able to present at your PD days, conferences and peer events. All underpinned by stats & facts from our database, these can be further customised to your specific requirements.
If our database doesn’t have the exact information you’re looking for, we are able to conduct proprietary research on your behalf. Our own research platform will be utilised to deliver this to you in the most cost and time effective manner.
Leverage the skills and experience of the principals of Business Health. We’ve worked in most areas of small business, particularly sales, marketing and practice development.
Our online compliance monitoring and auditing platform provides efficient and effective management of your Authorised Representatives. Fully customisable to your specific needs and current processes.
We have developed a number of unique ‘devices’ to promote the ongoing professionalism of the advisory industry. Most notably ‘Practice of the Year’, Adviser Health Index, Dealer Health Index and Future Ready reports.
Often, to supplement the ‘face to face’ meetings with their BDM/PDM, business owners will want access to clearly defined business processes and practice management tools. A 24×7 online, automated coaching solution can be customised and branded to your network.
We have a number of diagnostics that provide valuable insights into your practices. Should you decide to introduce any of these tools into your network, we will be able to offer you a consolidation of this valuable data for your entire network. This data can highlight any strengths and weaknesses, and can identify the areas of opportunity where you can add the greatest level of value.
Diagnostics that can be utilised include:-