Get ready for the new tax year... our secrets to success

By Ryan Smith on April 4, 2019

Setting up your financial advice business for success.

With the new tax year approaching, many of your clients will be reviewing their finances to make sure they’re making the most of their money. But it’s also a great time for you to see how you can improve your financial advice business and help meet your goals. Here are our tips for success in the new tax year.

1. Implement an effective contact strategy

It’s important to have a clear plan for how you will speak to your potential and existing clients for any business. For financial advisers, building a contact strategy tailored to your business and clients is key to contacting and converting business.

2. Build trust with new audiences

Building trust with your clients is essential for creating long term and profitable relationships. This can be as simple as following through on promises you’ve made and being open and honest with your clients.

Learn more about building trust with your clients.

3. Build your client base

Whether you want to grow your financial business or keep a steady flow of new financial advice enquiries, there are a number of methods and channels to use outside of online lead generation.

Read our article on building a financial advice client base.

4. Use performance data to improve

There are always ways your financial advice business can become more efficient. But how do you decide what to do first? Using data and insight on you and your advisers’ performance means you can see where to focus your efforts and get more out of the financial advice leads you receive.

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