practice management

CPD – Organic growth: a toolkit for success
Most advisers want more of the right clients, but few have a plan to attract them. Developed by Dr. Katherine Hunt, this guide introduces the Organic Growth Model: a proven framework to help you build authority, develop high-trust referral networks, and create a digital brand that connects with clients who need you most.…
Organic growth: a toolkit for success
Most advisers want more of the right clients, but few have a plan to attract them. Developed by Dr. Katherine Hunt, this guide introduces the Organic Growth Model: a proven framework to help you build authority, develop high-trust referral networks, and create a digital brand that connects with clients who need you most.…
The Meeting System Myth: Why Structure Beats Style Every Time
A well-run financial planning business doesn’t just deliver advice – it delivers it predictably. Inconsistency across key meetings – the Initial Appointment, the Statement of Advice Presentation, or the Annual Review – is the hidden weakness in many firms. While owners focus on revenue, it’s often the quiet chaos in how…
Episode 1: Organic growth bootcamp
Kylie Springall is on a mission to provide retirement advice to everyday Australians. Offering education and advice options to suit a range of clients, Kylie needs to master her marketing to bring in the clients she needs to hit her revenue goals. In episode 1, Kylie sits down with growth expert Dr. Katherine Hunt to…
How's your growth plan going?
At Business Health, we subscribe wholeheartedly to Peter Drucker's idea that "you can't manage what you can't measure.” There's a lesser-known Drucker quote that's equally important, though: "If you can't measure it, you can't improve it." So, to the question at hand: how are your growth targets going? I attended a…
Want to know exactly what your client has updated in their digital fact find? Now you can!
Fact find comparison report is now available to all users Background Client Portal allows users to provide their clients with a digital fact find to complete for new and existing clients. The data is updated immediately in Xplan and allows advisers to capture data more efficiently. However, even though all changes are…
Connect the dots
Most clients say they’d refer you, but only 60% actually do. Without a steady stream of new clients, advice businesses risk relying on an ageing, shrinking revenue base. How will you build a referral system that works without the awkward ask? This guide shows you how. Click below to download.
Form type Checklist in Notes for ongoing use?
Hi All, Has anyone set up or created a form type document in Xplan notes. I have used Note Templates before and am aware I can use a table. Or a merge output however we don't want to re-tick options each time, just review and make any changes. We have a checklist that we want advisors to use in meetings. This covers all…
The Offshoring Blind Spot: How Poor Systems Cripple Profitability
Australia is experiencing a unique mismatch: adviser head-count has fallen by roughly 40 % since 2019, yet the pool of advice-seeking households keeps growing as 3.6 million baby-boomers move deeper into retirement. For practice owners this means clients are not merely available; they are queuing. The opportunity, however,…
The delicate balance of profit, people and purpose
When you hear the word growth, what comes to mind? For a lot of people, it’s numbers – bigger profits, more clients, more staff, more everything. But I’ve been thinking about this a lot lately, and I reckon we need to look at growth a little differently, both in business and in life. Growth in business – is more really…
CPD webinar: The growth debate
Over 80% of Advisely members are planning to grow their advice business in the next 5 years. But with 40% citing finding ideal clients a top challenge, the pressure is on to get smart and intentional about growth. Catch up on our unmissable debate on the right way to grow and see all your questions answered by a panel of…
The growth debate
Over 80% of Advisely members are planning to grow their advice business in the next 5 years. But with 40% citing finding ideal clients a top challenge, the pressure is on to get smart and intentional about growth. Catch up on our unmissable debate on the right way to grow and see all your questions answered by a panel of…
The marketing plan you need (when you don't need one)
Over the last few years, most of our advice firm clients have told us they have no problems attracting new clients – and their established clients aren't going anywhere, either. Happy days! Our own database backs this up: according to our latest CATScan client survey data, 42% of advised clients have been with their…
Task Hub - Search functionality
Hi, Does anyone have a suggestion on how they search a client on the new task hub within a saved task view? I have resorted to CTL find (client name) – and the name often doesn’t come up (even though the name is definitely in the list). I am currently searching a saved list at the moment (Fee Consent) that has 90 tasks and…
The Latent Potential Within Your Planning Business
It was a crisp January morning when Alan, the owner of Horizon Financial Planning, sat in his office, pondering the future of his practice. The past year had been gruelling. Growth had stalled, staff were stretched thin, and compliance errors were creeping into their processes. His team seemed caught in an endless cycle of…
What's your focus for 2025?
In my latest blog here, I share from experience that the most successful advice businesses have a clear vision—one that isn’t just understood by leadership, but by the whole team. When everyone knows where the business is headed and how their role contributes, momentum builds. ? What’s one key focus for your advice…
How do you nurture a PY adviser's growth?
I recently shared in a blog here the importance of developing a strong Professional Year (PY) adviser program—from setting clear expectations to encouraging a true sense of ownership over their work. I’d love to hear how everyone is putting these ideas into practice. * What’s been your biggest success in mentoring a PY…
Big AFSL, small AFSL or DIY?
Like many small practices, we’ve been feeling the pinch of rising costs and over-regulation. Over the past year, I've explored various AFSL options, including self-licensing and alternative licensing arrangements, along with processes and tech stacks to boost efficiency. I've had numerous conversations with advisers at…
Why the client portal is the most important technology choice of all
In the dynamic world of wealth management, financial advisers face the perennial challenge of effectively engaging with clients. One of the most pivotal elements in this interaction is the client portal – a digital gateway that not only streamlines communication but also serves as a repository for financial documents,…
Your plan on a page
At one time or another, most advice principals have felt the overwhelming inertia that comes from considering growth planning – especially when the day-to-day business already takes up so much time. Chances are that there will always be a reason why you don’t feel 100% ready to embark on the change required for a growth…
Report available now: Need for speed
Is efficiency, in and of itself, a virtue? This report aims to answer that question. It's based on the first year of Advisely Index results and explores how the advice efficiency data captured by the Index survey correlates with factors such as practice profitability and client retention. The research also investigates…
Don't panic!
How will financial services survive the next financial crisis or scandal? In this series finale, we’re joined by legendary crisis communications expert Donald Steel, who gets upfront with financial adviser Emmanuel Asuquo about how financial services can hold on to their bank of trust and their reputations when the worst…
Human behaviours in the digital world should reflect what we do physically in the analog world.
What I mean by that is in a physical sense, we would all bend over backwards to help our clients and keep them safe, but so often, those behaviours are not reflected in the digital world of protecting clients' data. It's fair to say it's not intentional; we don't know what we don't know. But what we do know, is it is a…
Are all the advisers in your practice on the same page?
Have you tuned in to episode 4 of the Advisely Growth Masterclass series? If not, I highly encourage you to check out the episode here. In the episode, the Twomeys leaders take some time out with @rod at Business Health to make sure they’re aligned in their vision for the business. This is a live thread to discuss all…
Free tool: A guide to pricing your service
Are your clients paying appropriately for the service and value that you deliver? The average revenue per client for Australian financial advice firms now stands at $3,850, with the top 10% most profitable firms now charging an average of $6,055. This Business Health pricing guide provides some practical tips that every…

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