Practice Consultancy

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Business plan formulation & execution, with an assessment including:

The cost to serve & overall practice profitability
Operational efficiencies, staff functions & growth capacity
Succession planning needs &/or exit planning
Client value proposition, client segmentation & pricing
A formalised quarterly program delivered face-to-face, designed to assess your practice’s efficiency and profitability.

We work with you to guide and support change management through:

The delivery and execution of a sound business plan.
An assessment of the cost to serve per client and client segment, and the overall practice bottom line.
Examining your operational efficiencies, staff functions and growth capacity.
Assessing your succession planning needs. We can work with you to identify your future succession needs, timeframe, and requirements, and assist you to put a structured succession plan in place.
Analysing your current client value proposition, business mission and overall areas for improvement.

For self-licencees seeking a virtual community connecting your AFSL online to valuable tools and resources.

Experienced compliance support at both an adviser and AFSL level to ensure you meet your licence requirements.

A formalised quarterly program delivered face-to-face designed to assess your practice’s efficiency & profitability.

Provision of a comprehensive range of professional development opportunities, including conferences, online and face-to-face learning.

An end-to-end AFSL application service, including liaising with ASIC, to get you started in your own AFSL.

A program which provides partners with exclusive benefits, access to discounts and an expertise hub to connect you to the services you need.