Creating Capacity Handbook

This handbook is designed to help you get the most out of your valuable time. It’s a practical hands on guide to help you:
  • Consider the value: What is your time worth?
  • Evaluate your service model
  • Construct a scaled service model
  • Deliver value to your clients

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How is time working for you?

That may seem like an odd question, but time is a resource—like money (some even go as far to say, “Time is money”). Do you feel like time is working for you?

If you’re like many of your financial planning peers, you recognise that time is highly valuable but may feel like it’s in short supply. This handbook is designed to help.

All of us have 24 hours to spend each day. Determining new ways to work more efficiently helps us to reach our goals faster.






Helping you achieve your client outcomes

What is your time worth?
What would you do if you had an extra eight hours in your work week to build your business? Your time is limited, so how will you spend it? We look at getting a true understanding of what your time is worth.
Client time
You know that you only have limited hours, and each one of those hours is valuable and critical to all your clients. In this section, we look at ways to ensure you get the most value out of the time you spend with your clients.
Revenue vs resource allocation
In a perfect world, clients would receive an appropriate level of service for the revenue that they provide. In reality however, this may not be the case. We work through identifying where your resources are being allocated.

Delivering premium service
Most advisers are great at reactive service and dealing with clients that need (and ask for) attention. In this section we explore how you can ensure you consistently exceed your clients’ expectations and become more referable.

Investment management service
Investment advice is just one aspect of your business. In this section we assess each service element and determine whether a more streamlined approach can be used for core clients. This creates the opportunity to allocate more time to servicing your top-tier clients.
Determining your books' asset mix
Your service model is linked to the operations and investment solutions available to your clients. We review your book and consider the types of solutions you provide to your clients. Consider how the asset mix can impact the scalability of your service model.


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