Search Results | Showing 1 - 10 of 11 results for "Rod Bertino" |
| | | ... 27% of advice practices are touching base with their best clients more than 10 times a year. Business Health owner Rod Bertino told a Midwinter event this morning that while there is no one correct answer, how often an adviser communicates depends on ... |
| | | | ... clear that practices aren't on as solid a foundation as they might first appear to be," Bell said. Business Health's Rod Bertino said about all of the 226 participating practices featured in the study were looking to increase profitability and key client ... |
| | | | ... practices have a long-term business plan and even less (30%) have any documented succession plan. Business Health's Rod Bertino said about all of the 226 participating practices featured in the study were looking to increase profitability and key client ... |
| | | | ... these practices are run by "indispensable" sole proprietors. "These are major issues," said Business Health owner Rod Bertino. "Only 9% of these practices have what we would class as a truly effective succession plan. 62% of these practices are sole ... |
| | | | ... planning and compliance monitoring. "To do all these components well is absolutely impossible," Business Health partner Rod Bertino said. "There is a disconnection between what's happening in the market place and what BDMs are being asked to do," he ... |
| | | | ... increased costs and the fact that many have not done enough to comply with new regulation, Business Health partner Rod Bertino said. "The things that drive revenue have been let go, and we have seen an emergence of not-so-healthy practices," Bertino ... |
| | | | ... steps four and five (costs) and then adding step six (target profit margin) to find out the overall cost of advice. Rod Bertino, Business Health partner, said the equation does not determine how much financial planning groups should charge for advice ... |
| | | | ... by HealthCheck, our members will be able to make informed decisions about the future of their business," she said. Rod Bertino, Business Health partner, said the tool could be accessed at any time and all the information is inputted is strictly confidential. ... |
| | | | ... clients were not happy with the implementation, communication and review strategies used by their financial planner. Rod Bertino, Business Health partner, said financial planning practices should partner with accounting firms, develop a fully functional ... |
| | | | ... than 1,000 financial advice practices and found, on average, they were conducting 6.2 client appointments per week. Rod Bertino, Business Health partner, thought the number should have been much higher. "We thought intuitively perhaps to see an increase ... |
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