Episode 28: How to run the best advice practice

IMAP Podcast Series - Independent Thought

Chapters
1:13
Deveoping a busines plan and strategy
4:43
Working out your competitive advantage
7:14
Knowing your client value proposition helps you to answer when someone asks you what do you do?
9:42
Referral generation to get new clients
12:10
How to move away from taking on every single client in the market
16:50
Looking at different pricing approaches for your practice
18:51
Bring aware of cross-subsidisation between clients
IMAP Podcast Series - Independent Thought
Episode 28: How to run the best advice practice
Feb 06, 2024 Episode 28
IMAP

Damon Riscalla who is National Head of Practice Development for Betashares discusses his insights about how to run the best advice practice. 

  • Changing with clients over time
  • Developing a business plan that helps you
  • Developing your niche/strengths
  • Knowing when to let clients go
  • Managing referrals well

Moderated by David McDonald, CFA of IMAP