Many financial advisers are running small to medium sized businesses, in addition to offering financial planning services to clients. It’s therefore unsurprising that they face the same challenges, typical to business owners and managers.
Research from FundsNetwork shows that business management issues, such as training new staff and succession planning, are a key challenge for over one quarter of financial advisers.
So, to help you in these areas, they’ve pulled together some practical hints and tips. From recruiting the right people to increasing productivity, their range of bite-sized pointers and insights from your peers have been designed to help you drive greater profitability for your business.
Take a look – includes videos of adviser workshops