Hi Team, We do bulk imports (override and append) for clients on a daily basis, but has never tried it for maintaining User data. And since I was tasked to update a field (Region Manager Name) for all users, I think doing a bulk override would be the most practical way. But I can't seem to figure out the correct field key…
Could your practice turn more profit? Business Health have proven that advice businesses who successfully focus on the three core pillars of client engagement, business planning and staff management have seen a profit boost of more than 100%. Join us for an unmissable session into the top drivers of profit, and learn what…
The recent launch of Profit Booster continues to attract a lot of interest and feedback. This unique online tool offers business owners objective and independent insights as well as positive suggestions to further the "health" of their practice. It's also supported by a wide range of educational, thought-leading and…
Jennifer was one of the good ones. She built her business in Adelaide from the ground up, one client at a time, one conversation at a time, one late night at a time. Her motivation was simple: to help people. If someone reached out, she would listen. If they needed advice, she would give it. If they couldn’t quite afford…
Understanding how your business compares to your marketplace peers can provide a critical perspective to your planning process. As Peter Drucker once put it, “Only outside a business are there results, opportunities and threats.” It’s for this reason that Business Health has been delighted to be a part of the Advisely…
Every week we speak with practice owners who thought their merger would be straightforward – and six months later, they’re dealing with staff walkouts, duplicated systems or silent boardroom battles. The numbers stacked up. But the human and operational fit didn’t, and the deal is now worth less, not more. The following…
In my last video, I (maybe) sold you on the benefits of niching. But it's not all sunshine and ewoks – you're going to have to get comfortable with ways of doing business that may seem counterintuitive at first. So, in this video, let's explore some of the potential downsides of going down this path:
Is it possible to extract a report of all users and their AutoSet user options?
Mergers and acquisitions in the financial advice sector are on the rise – and for good reason. Scale brings efficiency, broader capability, and resilience in a changing regulatory and economic landscape. But while the strategic logic of merging is often sound, the execution is where many practices stumble. The reality is…
A Strategic Tool for Defining, Attracting, and Retaining High-Value Clients Introduction Financial planners often commence their professional journey by welcoming virtually any client to establish a revenue base. While this approach is practical in the early years, it frequently results in a heterogeneous client base - an…
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