Practice Management

Free Assessments When did you complete your last business review? What did you do with the result? We have a number of free assessment tools where you will be able to review different aspects of your business. Browse through the assessments and see how you do. Your result will be available on completion of each assessment with a peer comparison. These assessments will either give you a sense of satisfaction or help you navigate the challenges you face going forward.	Business Essentials What will it take to thrive in the next decade? To thrive, a financial advice business must know the difference between discussion and implementation. By incorporating business discipline, developing a plan, deploying it accurately and aligning behaviour and business decisions with goals - financial advisers can overcome the difficulties hampering their success and ensure their services offer profound value to their clients.	Your Calendar How well do you implement business improvement tasks? View the tasks you identified in the Business Essential Tools and Assessments section. Our Practice101 calendar will show you both your identified and outstanding tasks. We will monitor your implementation and encourage you to complete your tasks with reminders designed to accelerate action to help you improve your business and stay on top of the implementation game.

Quote of the day

Our job in the future is going to be more and more helping people to design their version of life, to have some kind of peace of mind selecting from all the options available to them. —Cynthia Meyers