Challenge 4

How does your business match up to a high performing practice?

High performing practices are consistently good at developing opportunities to improve efficiency, reduce regulatory risk, increase revenues and deliver excellent client outcomes.

We’ve identified the critical success factors we believe are essential for running a successful and highly profitable adviser practice.

  • Personal Development- You’d have excellent inter-personal skills, up-to-date technical financial services knowledge, and a desire to continually improve.
  • Developing your business – You’d be harnessing state-of-the-art technology, Investment solutions and products to be able to deliver client focused solutions and improve the efficiency of your business.
  • Client relationships – You’d have a clear and unambiguous service proposition so your clients can understand exactly what to expect working with you.
  • Mitigation of risk – You’d have a robust investment proposition that provides reassurance and appropriate returns to your clients. As well as repeatable processes and excellent governance that reduce risk in your business.

Does this sound like you? Make your own opportunity assessment.
Find out how your current business matches up to Sandringham’s Critical Success Factors. In our view, this is as a valuable a business task, much like the review you undertake for clients every year? Click here for an example of our Sandringham Way Opportunity Analysis Report.

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Grow your business the Sandringham Way
The Sandringham Way; is our approach to increasing business performance, and helping you reach your goals through a combination of best practice techniques, supported by highly efficient time saving technology and processes.


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