Before You Hire Another Adviser, Find the Capacity You’re Already Paying For
Get the free guide for Australian advice firms. Learn where your team is losing time, how to structure adviser support, and who does what, so you can handle more clients with the team you already have.
Get the report, it's freeWhat's inside
What lands in your inbox.
- Find where your team is losing time
- Choose from 5 structures for your advice team
- Define each role so advisers spend more time with clients
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Grab it before the job ad goes up
24 pages, about 20 minutes. Read it with your 2IC.
Who this is for
Yes This is for you if…
- Your advice firm has 9 to 50 people.
- Your associates work for more than one adviser.
No Skip it if…
- You work outside Australian financial advice.
- You're happy with one shared queue.
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Why this works
Tim Lea
Founder, Very Lucky Ventures
I joined an advice firm at the bottom. Two years later, I was interim Group CEO. The team went from 9 to 50+. Revenue grew 5x. The firm made the AFR Fast 100. Three firms of 10 to 12 people have pod plans. On paper, the plans show 60 to 82% fewer lines of talk.
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FAQ
Are you telling me to stop hiring?
No. You might need more people. I'd hire them into a pod.
Where does my paraplanner go?
In a pod, the associate does the paraplanning.
Does it cover all 10 steps?
No. Steps 1 to 3, and half of step 4.
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