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Practice management
Running a more efficient, more profitable financial planning business.
Category
5 articles
All articles
Coaching financial advisers: a programme built on real meetings
How to build a coaching programme for financial advisers around recorded client meetings: what to measure, how supervisors run sessions, a quarterly cycle, and how it links to your training and competence scheme.
Introducing AI in an advice firm: a practical rollout plan
A step-by-step plan for introducing AI in a small advice firm: choosing the first job, the DPIA, data and accounts, supervision and sign-off, and measuring whether it worked before you go further.
The cost of admin in a financial planning firm: a worked calculation
Admin rarely shows up as a line in the accounts, but it has a real cost. A worked calculation of hours times charge-out rate, using our time estimates, and a simple method for measuring your own firm.
You record every client meeting. Who reviews them?
Firms record and transcribe meetings, then the transcripts sit in a folder unread. Asclto reviews every meeting in minutes and turns it into a coaching plan a supervisor can use on Monday.
How financial advisers spend their time, and what can move to software
Advisers spend a third of the day in client meetings and more than that on reports and admin. Here is where the hours go, which jobs can move to software, and how to measure your own week.See it before you decide.
Six apps that take file checks, annual reviews, client documents and meeting coaching off the desk, from £49 per adviser per month. See them run live on a demo firm in a twenty-minute call, with nothing to prepare.