Technical Update: Measuring Financial Planners' business effectiveness

Tuesday, 31 December 2013
Insight & Analysis
Business efficiency and effectiveness are crucial for any Financial Planning firm which wants to stay in business and keep ahead of the pack.
But where to start? How can you measure business effectiveness in a Financial Planning firm?
We asked leading business consultant Brett Davidson, chief executive of FP Advance, to give us his top 10 tips to measure business effectiveness.
Read more...

New programmes from FP Advance’s Brett Davidson on IFP TV

Thursday, 26 July 2012
Articles
Brett Davidson
Brett Davidson from FP Advance is the latest Financial Planning figure to feature on the Institute of Financial Planning's IFP TV. Read more...
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