Operating a Financial Planning business with multiple advisers is hard to scale. Once you've found ways to consistently attract and acquire new customers, you then need to hire more staff. That means you need to focus too much of your time ensuring your advisers continue to provide high quality advice, without delays. Technology should help you, but often the overheads of making any change aren't worth negligible benefits that are promised.
YTML's suite of products is used and loved by 100s of Financial Advisors across some of the largest dealer groups in Australia. We can assist with fully operationalising a large Financial Planning organisation, or delivering incremental benefits where you need them most.