4 Key Practice Pain Points

4 Key Practice Pain Points

Practice Paint Points

1. Advice Efficiencies
2. Compliance & Administration
3. Responsiveness
4. People

"Is your AFSL Licensee focussed on resolving your Pain Points?"

Our Research Highlights the Top 4 Pain Points for Advice Practices.

  1. Advice efficiencies is now a primary focus across the market. Licensees have developed and are now delivering services focussed on alleviating the time and resources taken to deliver advice
  2. Compliance is ever present. Licensees with sound management experience and ASIC relationships are taking a more pragmatic approach.
  3. Accessibility & responsiveness of AFSL Licensee Management. Client service has always been about listening and responding in a timely manner. Licensees are now conducting Net Promoter (NP) surveys to ensure 'Advisers" clients receive a timely and appropriate response from all members of the AFSL team, including management.
  4. People; the top four is rounded out by frustrations with attracting and retaining quality staff (hey, that's what R2A does so well!!)
Financial Planning Practice - AFSL License Review - Self Assessment

Self Assessment - AFSL Review

R2A has conducted detailed research into the current AFSL landscape to assist Advisers 'Unlock" value in Licensing.

Try our 10 minutes Self Assessment snapshot and un-cover what's really important to you?

Want a full review with detailed reporting and analysis of the key requirements for your practice?

View our: AFSL | Licensee Consulting Services

Dugald Braithwaite - Recruit 2 Advice - Financial Planning Recruitment

Dugald Braithwaite

Principal | 25 Years Experience

Since 1998 Dugald has delivered Management Consulting Services to the Financial Planning Industry.

Experience extends to supporting local & international wealth management clients with executive search, strategy, board reporting and large scale project execution.

AFSL - Licensee Review Service

R2A provide a range of services to support advice practices review and select the optimum AFSL to achieve your goals:

  • AFSL Consulting Service
  • Comprehensive Checklists
  • AFSL Shortlist to meet your needs
  • Support & Guidance

 

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