by futuro | Mar 9, 2021 | latest news
Do you want support and systems to build your Business Growth? Do you want to belong to an AFSL who will work with you to understand your business aspirations and provide the guidance and help to achieve this? Advisers should be considering the following regarding... 
by futuro | Mar 2, 2021 | latest news
If you have a growth strategy that includes acquisition you should read this story. In a post Royal Commission era, buyers have to be aware of how the structural changes in our Industry over recent years has produced additional issues for buyers to consider. We are... 
by futuro | Feb 27, 2021 | latest news
In a recent article I spoke about the Futuro Succession Planning support program. Across many business succession conversations I have held with financial planners was one common objective. The desire to increase the value of their business before they retire. Quite... 
by futuro | Feb 16, 2021 | latest news
This is a story of the value in having a licensee who supports business owners in times when the going gets tough. Our business coach had a meeting with the owner of one of our financial planning firms who asked for some help. He was feeling quite flat about how his... 
by futuro | Feb 10, 2021 | latest news
I recently wrote an article referring to the benefits of regularly surveying your clients. The results shared with me recently for one practice were overall very good. There was however an interesting statistic around client responses in relation to referrals.... 
by futuro | Jan 27, 2021 | latest news
I had the pleasure of spending some time recently with one of our Practice Principals who wanted to share with me his client survey results. Our Advantage Program business coach had arranged this for him as it had been some years since he had completed a similar...