Secrets to 2015 Advice

What’s your core strategy for greater growth and prosperity in 2015?

• Continue to serve your clients as best you can and everything else will look after itself?
• Provide more new services to a lesser numbers of clients?
• Sell clients that don’t represent your future?
• Off-shore some of your back-office functions to Philippines (like this one)?
• Get the results from your social media platform that you’ve been waiting for?
• Take on new team members to build your advice, or management or admin team?
• Make an acquisition bet on the cheaper accounting client bases (compared to Financial Planning bases) considering the exemption rules changing mid 2016?
• Find a new dealership or set up your own license?
• Find a new client niche?
• Build a new product niche?

My webinar next Friday 30th January (“Secrets to 2015 Advice”) at 1pm AEDT will outline in 50 minutes what our best advice clients are planning in 2015.

These are firms that are generating approx $750,000 in revenue for each of their senior advisers and high growth rates (circa 20%).

How are the people running these firms optimising for growth?

What are the ‘technical’ trends and insights they are betting on?

Are they specialising? If so, how?

I look forward to you joining me next week.  I’ll share all the templates, thinking and strategies that these firms are planning their future upon.  (By the way, if you can’t make it live on 30th, don’t worry as we provide a copy of the webinar recording and all the slides and templates presented as well).

Click here to register.