Search Results | Showing 21 - 30 of 31 results for "Business Health" |
| | | ... process that allows financial planning dealer groups to find out the cost of providing fee for service advice. Business Health's six step process begins with determining what actions are needed to deliver the service, then figuring out how long each ... |
| | | | ... (FPA) members can benchmark their business against others in the industry and identify areas for improvement after Business Health's practice diagnostic program was added to the association's online member section. The program, HealthCheck, provides ... |
| | | | ... services they received from their planners compared to retirees and other employed workers, a new survey found. The Business Health CATScan client satisfaction research found self-employed clients were not happy with the implementation, communication ... |
| | | | ... financially worse off in the future if they decide to lay off marketing staff in a bid to cut costs. Terry Bell, Business Health partner, said often the first cost cutting measures involve laying off marketing or advertising staff, which is the wrong ... |
| | | | ... development, with 26 per cent predicting business growth of between 15 and 25 per cent. The survey was conducted by Business Health and included responses from 230 businesses on behalf of NAB Business Bank's Financial Planner Banking team and the MLC ... |
| | | | ... culture within a practice to encourage more referrals from existing clients. "According to research conducted by Business Health, 85 per cent of financial advice clients in Australia would refer their adviser to a family member of a friend, but only ... |
| | | | ... week, the same number as the previous year and 'too low' if a planner is serious about business longevity. The Business Health report 'Hidden Profits' surveyed more than 1,000 financial advice practices and found, on average, they were conducting 6.2 ... |
| | | | ... manage their business much more efficiently compared to only 9 per cent of their US counterparts, according to Business Health. The data was collated from the Business Health's "diagnostic reports" which participating financial planning practices are ... |
| | | | ... AXA's national manager, GROW, managing director of the Encore Group, Graham Peaty, and Terry Bell, principal at Business Health, all agreed that focusing on advisers and clients was the best way to generate profit growth in an increasingly competitive ... |
| | | | ... strategy of selling the client base just won't get them the best price. This is partly because according to a Business Health survey issued late last year, around half the principals operating businesses would exit the industry in the next five years. ... |
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