Sign up for MyAccess, your personalised gateway to adviser resources, reporting and more.
Focusing on client service. Managing business activities more efficiently. Increasing your profitability. Sound familiar?
All of these endeavours take time, and time is often in short supply for dedicated advisers. Access our self-paced CPD accredited practice management programs, which provide guided videos, practical handbooks and additional resources to help you develop a better and more efficient practice.
Our Russell Investments Regional Managers are always available to talk with you in more detail about our programs or present these programs to you and your team. Contact your Regional Manager.
This program (1.5CPD) is designed to help you stand out from the crowd and be a step ahead in today’s competitive environment. Building your unique value proposition is crucial. A value proposition can help you:
- Build consistency in your business
- Help differentiate you from your competitors
- Enable your existing clients to refer you with a clear message easy to recall
- Help prospective clients answer why they should choose you
This program (0.5 CPD) is designed to help you create capacity in your day to be able to deliver value to your clients whilst continuing to elevate your business?
How is time working for you?
Time is highly valuable…but may feel like it’s in short supply.
It’s time to start considering:
- What your time is worth?
- How can you evaluate your service model?
- How can you construct a scaled service model?
- and most importantly continue to meet your client Best Interests or fiduciary duty and deliver value to your clients.
It all comes down to creating capacity – Understanding where and how to spend your time that is going to be the most beneficial to you, your business and your clients.