Advisely

Adviser numbers won’t be enough to serve even half of the projected 6 million Aussies set to retire in the next 10 years. So, how will you scale your business, segment your clients, and meet the rising demand for retirement advice? This Advisely guide gives you the strategy. 👉 Download now: https://lnkd.in/gkgThad7 Thanks to Terry Bell from Business Health Pty Ltd, Benjamin Marshan from Marshan Consulting and Fraser Jack from The Cyber Collective for providing their insights! #FinancialAdvice #Retirement #Efficiency

How can I simplify and speed up our advice document templates? How do I prep for future legislative changes without redoing everything? This Wednesday, Sarah Jacobs, Xplan optimisation expert and product manager at Iress will be answering all your advice documents, workflow and efficiency questions. Pop your questions in now: https://lnkd.in/gQazcbrY #workflows #adviceproduction #automation

This may be slightly contentious, and I may be slightly biased. Manisha Bhudia CPA, SSA® Joseph Miasi CFP®

With the government proposing to replace SOAs with Client Advice Records (CARs), are your advice document processes in Xplan as efficient as they could be? Don’t miss our #AskMeAnything with Sarah Jacobs, Xplan optimisation expert and product manager at Iress next Wednesday, 9th April at 3pm AEST! Having worked with hundreds of practices to improve processes and increase everyday efficiencies, Sarah’s here to help you generate advice documents in Xplan more efficiently. Post your questions now: https://lnkd.in/gQazcbrY #Xplan #Workflows #Automation #FinancialPlanning

𝐃𝐨𝐧'𝐭 𝐲𝐨𝐮 𝐡𝐚𝐭𝐞 𝐭𝐡𝐚𝐭 𝐚𝐰𝐤𝐰𝐚𝐫𝐝 𝐦𝐨𝐦𝐞𝐧𝐭 𝐰𝐡𝐞𝐧 𝐢𝐭'𝐬 𝐭𝐢𝐦𝐞 𝐭𝐨 𝐢𝐧𝐜𝐫𝐞𝐚𝐬𝐞 𝐟𝐞𝐞𝐬?    During the GFC, I'd bought into an advice business and revenue dropped by 30% overnight. That was bad enough, but the hardest part was moving clients to fixed fees.    I was uncomfortable with the fee-increase conversation, but one shift in my approach changed everything.     Find out more in my latest video on Advisely: https://lnkd.in/gEBrAQXN

According to our most recent CATScan (client satisfaction survey) analysis, 55% of advisory clients are aged 60+ with 45% already retired. For sure their needs are changing as are their expectations of their adviser. This makes the recent release from Advisely of its Retirement Guide most timely and well worth a read over your morning coffee! Click here for your copy of this Guide: https://lnkd.in/gjYyyvwp.

Have you checked out our latest #XplanHint?

What can your advice practice do to scale the retirement planning services you offer? Dr. Joanne Earl from Macquarie University shares strategies to help you provide more holistic retirement advice and fill this urgent advice gap. Watch the full CPD webinar now: https://lnkd.in/g8gqfhE4 John O'Mahony Deloitte Kerry Ong Jacob Chapman Iress #FinancialPlanning #Retirement #TheBigShift

Want to know more about how advice practices can tackle the skyrocketing retirement demand? Check out Advisely's CPD webinar to hear from Kerry Ong, Jacob Chapman, John O'Mahony from Deloitte, and Dr Joanne Earl from Macquarie University as they unpack the opportunity ahead and the action needed to fill this urgent advice gap. https://lnkd.in/gREuA5cF #advisely #retirement #financialadvice

Want to know more about how advice practices can tackle the skyrocketing retirement demand? Join our CPD webinar happening now: https://lnkd.in/gpbWsb_k #financialadvice #retirement #xplan