Top 5 practice management tips
Five fast-to-implement and effective practices that will build your client book and help to personalise your client interactions.

Practice Management


Value Proposition Handbook

A practical guide designed to help you determine and communicate your offering to prospective and existing clients.


Request a copy


Creating Capacity Handbook

This handbook is designed to challenge your thinking and create frameworks to reallocate your time and resources to help grow and protect your business.


Request a copy

BT Adviser use only. All information in the BT Adviser Toolkit has been prepared or provided by Russell Investment Management Ltd ABN 53 068 338 974, AFS Licence 247185 (RIML) for the purpose of providing general information only. RIML is the issuer of the Russell Investments Multi-Asset funds. RIML is part of Russell Investments. RIML does not guarantee the performance of any Russell Investments products or the repayment of capital from any investments. You should read the relevant Product Disclosure Statement before making a recommendation to a client. This information has been compiled from sources considered to be reliable, but is not guaranteed. Neither RIML, Russell Investments or its associates, officers or employees guarantees the repayment of capital, the performance of any Russell Investments products of any rate of return referred to in any PDS. This website uses cookies to improve your experience. By logging in, you are agreeing to the use of cookies for this purpose. To find out more, please see our privacy policy.
Site preferences