At Futuro Financial Services we recognise that there is a lot of uncertainty about the future and what the models for financial planning firms might be.
What we do know is that valuable advice businesses today have similar characteristics and those of the future will still have those characteristics.
To assist those firms within the Futuro group to future proof their businesses we offer our financial advisers a business growth program. The program is a combination of Business Health diagnostics & tools with one on one consulting provided by Futuro’s business coach.
Each business kicks off with a Business Health – HealthCheck – a qualitative and quantitative business diagnostic. Our Futuro business coach & a Business Health representative meet with each Principal and provide analysis & insights into their diagnostic. A plan of attack in then created with action steps for each business initiative.
A critical element is the follow through with the Futuro business coach. Regular meetings are held to keep the plan on track.
All participants will come together during the year for workshops to build on their momentum & share their experiences.
A sample of some of the initiatives we are working with Practices on are:
- Working with centres of influence
- Creating J/V’s with Accountants
- Creating client referral processes
- Adviser remuneration models
- Staffing structures
- Process improvement
- Reviewing cost to serve
There are more, however you probably get the picture.
At Futuro we are serious about helping our practices build their revenue, profitability and future proofing themselves.
Why not give us a call to find out more? Contact Us
How can we help you build your business into the future?