SteveBillinghamConsulting

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Passionate about your business

Financial

Delivering an Outstanding Client Experience – Part 2

In this, the second of a specially commissioned series of 9 videos on delivering an outstanding client experience I explore the importance of being really clear about what your clients value about working with you.

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Delivering an Outstanding Client Experience – Part 1

This is the first in a series of 9 videos on how financial advisers and planners can deliver client experience and level of service that delights their clients, sets them apart from the competition and results in effortless referrals through word of mouth. In this first video we explore why “client experience” is so important …

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Is your business booming?

I was interested to read an article in New Model Adviser this week by david Burns of NMG reflecting on their predictions from 12 months ago about the impact RDR would have on the adviser community. The article, under the headline “Business boom for advisers dispels RDR gloom” focuses on the fact that there has …

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3 strategies and tactics to create momentum

In this week’s post I want to provide you with a 3 quick tips for developing effective strategies and tactics to deliver short term improvements for your business. Strategy is an ongoing process, not a “meeting” or one off event, so these are no substitute for creating a well thought through long term strategic and …

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Look beyond “the financials”

Many advisory firms measure their success in terms of the financial results they achieve. For example, revenue, recurring revenue or (if you’re lucky) profitability. I guess that’s understandable, because the ultimate aim of any business is to make money. Furthermore, “the financials” are easy to measure. Certainly easier than the efficiency of  your “operations” or …

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Is an AUM charging model sustainable?

Over recent months, it appears to me that the “default” AUM adviser charging (and for that matter investment management and platform charging) model is under threat. And I don’t just mean from the FCA, though clearly their focus on this method of charging does bring the issue front and centre. In the more transparent post …

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Profitable Practice Management – Part 9

Measuring what matters In this, the final video in the series, we look at how to establish the right management information metrics that tell you how well your business is REALLY doing. Measures that look beyond just revenue at productivity and profitability. We hope you have enjoyed the video series.

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Profitable Practice Management – Part 6

Defending your fees In video 6 of our profitable practice management series we explore the tactics you can use to defend your fees when challenged by your clients, as you undoubtedly will be from time to time in the more transparent post RDR environment.

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Profitable Practice Management – Part 4

The 4 C’s of Success In this, the fourth of our 9 part video series on profitable practice management for financial advisers and planners, we consider the 4 essential ingredients for success.

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Profitable Practice Management – Part 2

Setting realistic 12 month goals for your business Here is the second video in our profitable practice management series. This video explores how to set balanced and relevant 12 month operational goals for your business.

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