Finding the right licence or service to support your practice can be a complex and time consuming process. The No More Practice Marketplace has been developed to assist Financial Planners and Accountants, Dealer Groups and Service Providers align their business goals and build complementary long term relationships.
The Directory showcases the Dealer Groups and Service Providers’ value proposition for you to review and evaluate. Once you have found a Dealer Group or Service Provider you are interested in, simply click on the ‘Make an enquiry’ button and we will arrange a private introduction.
There’s some hype, but also some great opportunity in embracing the emerging robo-advice trend. Just be sure to have your own business’ strategies in place as this trend takes hold, writes Rod Bristow.
I’m often asked about Infocus’ strategy and the things we think about in order to ensure we can compete effectively. A sensitive topic to write about to be sure, however I wanted to provide some insight into our own thought process to help you with some ideas in your own business, writes Rod Bristow.
Consider for a moment how in a reasonably fast and sustained way Xero Accounting Software, CommSec Online brokerage, Exchange Traded Funds (ETF’s) and Mortgage Comparison sites, have started to change the landscape and ‘wedge’ themselves between you and the client. But how far can they take it, how far will they edge into our traditional domain?
Every business owner wants to understand the value of their business. But what does a great business look like with real enduring value? Here are five simple steps to manage and track how your accounting firm is creating future value.
If the accountant is the central point of contact for so many things, then why not deliver a broader group of services and be the main relationship manager, the architect and the conductor of your client’s needs?
The key challenge of business growth often becomes one of resourcing. If you have identified a resource to tackle lending and the time or the desire to learn lending skills, the most commonly asked question is: “What do we need to do next?”
There are those who are fearful of what the future may hold, others have dusted themselves off surveyed the opportunities washing ashore and are formulating a more rounded financial services platform. So who will be driving this new era?