Practice Profit

How to increase profit in a downturn

On Monday SFG announced a net profit after tax of $13.6 million, a 5 per cent increase on the previous corresponding period, on ... [more]

Time is money

The global financial crisis has increased the face-to-face time planners are spending with clients, as clients seek advice and guidance around what the ... [more]

Engagement the key to profits

It may come as a surprise to learn that loyal and satisfied clients are not necessarily the most profitable clients. While they are ... [more]

A bit less aggro, a bit more analysis

Developing a less antagonistic relationship with accounting firms, and other business partners, could be a lucrative gateway to increased practice revenue for financial ... [more]

Technical expertise on tap

If strategic advice is the cornerstone of a financial plan, then sound technical knowledge is the foundation on which it’s all built. But ... [more]

Falling markets fail to drag down practice values

Intuition would suggest that the values of most financial planning firms have slumped over the past few months, in tandem with the sharp ... [more]