Practice Development

Most financial planning practices are seeking to increase the revenue of their practice.

With the increased regulation advisers have been concentrating, and rightly so, on their legal and compliance obligations and missed many opportunities to grow their business organically.

The Practice Development service offered by Planisme Financial Solutions aims to look at the advising and referral procedures currently in place and seek to help you maximise these opportunities. We will sit down with you to establish a clear understanding of any frustrations you may have and identify deficiencies you currently have to enable to you to move to the next level.

The Practice Development service aims to provide you the tools to consolidate your current client base and expand on it.