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The Toolbox |
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As a core part of training programs and the Business Success Kit, Advisor Impact develops tools to help financial advisers 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 actionA comprehensive business plan template to help you set clear goals and identify the activities that will help you reach those goals. 2. Segment your clientsTools to help you segment your clients, based on the value they bring to your business. 3. Understand your time costsUnderstand the time you invest in client relationships, a critical first step in assessing profitability. 4. Assess your capacityDetermine the size of your optimal client 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. |