Practice management
Best practices in pricing, transitioning to fee-based advice, sales, staff development and growth.
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Knowledge
Presentations, briefings and articles on Practice management
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Create the life you want
Examines the principles for the lead adviser model and fee structures for a lead adviser business Read more
Transitioning to a lead adviser model
Paul Tynan examine the successes, failures, struggles and achievements of Opal Financial Advice Read more
Building the business you want!
In this session we examine how to build your lead adviser business Read more
Practice growth through supply chain integration
In our second case study we assess the growth strategy of lead adviser business Henderson Maxwell Private Wealth Management. Read more
Selecting and retaining top performing employees
In this session we examine human capital management and leadership within the lead adviser business. Read more
The lead adviser and emotional intelligence
Examines the adviser/client relationship as well as engagement and connection Read more
Development of advisory practice
Pricing, transitioning to fee-based advice, sales, staff development and growth
Dealers' Group organised the First Practice Development Congress in March 2010 in Melbourne and it was well-attended and supported by the market. There is an increasing trend by advisory firms to a pricing model that is based on fee as opposed to commission which has been the prevailing model. A few of the topics covered are:
- Value proposition
- Pricing and value
- Business development and communication
- Best practices
- Operational planning and development
Previous Events
Workshops, masterclasses, conferences
Lead Adviser Forum
A practical one-day forum focusing on your business, your people and the best outcomes for private clients.
More information | Event Blog
Practice Development Congress
Dealers' Group is proud to facilitate a one-of-a-kind gathering of like-minded advisers which is the setting for Australia's leading financial planning firms to share their knowledge and experiences.
More information | Event Blog
Previous Webinars
News, briefings, updates
Previous Podcasts
Interviews, opinions, news bytes
Jim Stackpool on pricing advice
Jim Stackpool, Managing Director of Strategic Consulting and Training, speaks on advice pricing on the sidelines of Practice Development Congress in March 2010 in Melbourne. He is interviewed by John Wilkinson on behalf of Dealers' Group.
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US experience of transitioning to fee-only advice
Bill Baldwin, the current Chair of NAPFA in the US, the body that represents fee-for-service advisers and who also runs his own practice - Pillar Financial Advisers out of Boston discusses fee-only advice market in US.
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