The Enabler Guide – How to Maximise the value of your Business
Apply for your copy today – see below.
Extract from the guide:
For some business owners, retirement is looming, whilst others will have in mind the opportunity of selling the business. For both groups, maximising the value of the business is the prime consideration. But to achieve this, their businesses need to be in tip-top condition and they need to consider:
- What they need to do to achieve this
- How they can surmount the increasing demands of the industry
- How they can make the most of their client bases
- What part technology has to play
Where is your business going?
Naturally, some IFA businesses will be closer to the optimal way of doing things than others, but how do you know if your business is on the right track or stuck in a rut? The following checklist provides a rough guide for charting your progress. Which one most accurately describes your business?Before optimisation:
- You depend largely on indemnity commission.
- Your dependence on this income stream means you tend to ‘sell and forget’ and overlook many of the opportunities that simple servicing can offer.
- You concentrate on selling clients just the one product and tend to think the revenue available from other products, particularly general insurance, is not worth the bother.
- You find it difficult to keep tabs on the progress of your clients’ funds, and time-consuming to keep them updated.
- You’re doing your best to meet all your compliance demands, but you couldn’t be absolutely confident that your business is watertight in this regard.
- Your back office system is fragmented, with poor technological support from a ‘cottage industry’ of solution companies, with very little – if any – data integration.
- You still rely on paper files and filing cabinets.
Does this sound like your business?
Apply now for your free copy of the Enabler Adviser Guide ‘How to maximise the value of your business”.
This will describe in detail what your business could look alike after optimisation, and lists 17 ways to enhance the value of your business.
In addition, there is plenty of advice and quotes, including Case Studies revealing many insights into how business transformation could affect you. Let Enabler help you towards future prosperity.
