You may think you're doing a great job servicing your clients, but how do you benchmark that performance, learn from it and make positive changes to your firm?
Business Health conducts annual surveys for leading advice firms from around the world. Their database of responses equates to around 50,000 clients in Australia alone; a resource full of valuable insight.
The survey asks questions in nine key performance areas, including:
Webinar recording
This webinar was held on Wednesday 21 February 2018 at 2:00 pm AEDT. To view the recording, simply complete the form on this page and we will send you a link to the recording.
Ray Henderson
Ray is Owner of Business Health Pty Ltd and has over 30 years experience in the financial services industry. He has held numerous senior positions in the corporate world focusing on the distribution of investment and life insurance products to independent advisers and brokers. As well as this, he has worked closely with leading advisers both in Australia and overseas to help them to improve and grow their practices. Ray is actively involved with a number of Australia's leading broker dealer/licensee groups providing advice on growing and managing their adviser networks, and in particular, how to move advisers from "sales" people to "business" people. He is also a member of several high profile financial planning firms' advisory boards.
 |
Innovation starts with seeing things differently. Looking at a problem a new way helps find new ways to solve it. Future Unlimited connects financial advice leaders with influencers that are shaping the future of financial advice. From brand positioning to profit maximisation, this webinar series will take a deep dive into the strategic drivers of Australia's top advisory firms. |