The Toolbox
As a core part of training programs and the Business Success Kit, Advisor Impact develops tools to help financial advisors understand and analyse their clients and their practices. Some of these tools are made available on a complimentary basis. New tools are profiled throughout the year.
1. Create a clear plan of action
A comprehensive business plan template to help you set clear goals and identify the activities that will help you reach those goals.
2. Segment your clients
Tools to help you segment your clients, based on the value they bring to your business.
3. Understand your time costs
Understand the time you invest in client relationships, a critical first step in assessing profitability.
4. Assess your capacity
Determine the size of your optimal clients base and your capacity to add new clients.
These tools are included in the Business Success Kit, your guidebook to improved practice profitability. For more information click here.