YTML is proud and excited to be part of the launch of FPA’s brand new Tech Tool to help your advice practice. With the multitude of new FinTech solutions available to a Financial Planning practice, it's no surprise that there are numerous business optimisation opportunities. What most Financial Planners find difficult is knowing which is the most suitable for their practice, and which can have the biggest impact.
Working closely with the FPA and using 8+ years of experience working with 100s of Financial Planners, we have made this advice far easier to access than ever before. Following a short 5 - 10 minute survey you will receive a report that helps you:
- Quantify what are the real costs involved in provide advice
- Determine how long it really takes you to provide advice end-to-end
- Calculate how to price your services accordingly, based on this knowledge
The tool helps answer some big questions: Can you make your advice process more efficient with technology? What parts of the process are taking too long or are being done by the wrong part of your business?
Utilising the data from the tool, we will also be developing a report which will help you benchmark your business advice costs and advice process efficiencies against your peers to help determine how you’re performing.