Round Up Autumn 2018

16 Thank you everyone who found the time to complete our annual client survey. UNIQUE CLIENT BUSINESSES 595 INDIVIDUALS TOOK PART, REPRESENTING THAT’S OVER 50% OF OUR CLIENT FIRMS 180 IN A COMPLIANCE ROLE 205 BUSINESS OWNERS 64 PARAPLANNERS 59 ADMINISTRATORS 87 IN AN ADVICE ONLY FUNCTION WE VALUE ALL YOUR THOUGHTS AND OPINIONS, EVERY RESPONSE HAS BEEN READ AND CONSIDERED. HERE ARE OUR MAIN FINDINGS, AND WHAT HAPPENS NEXT. 1 – IMPROVING & STREAMLINING INTERNAL PROCESSES 2 – MANAGE RISKS WITHIN THE BUSINESS 3 – DEVELOP STAFF 4 - INCREASE REVENUE 5 - DIFFERENTIATE / IMPROVE CLIENT PROPOSITION 1 – TIME / RESOURCES 2 – CHANGES TO REGULATION 3 – RECRUITMENT & RETENTION OF QUALIFIED STAFF There’s a clear correlation between your priorities and obstacles. Remember, we’re here to help you, and your firm, navigate challenges and achieve your business goals. Our technology events, and directory of technology discounts, can help with streamlining your processes, save you time and improve outputs. Risk management is our bread and butter. If you can’t find the answer to a regulatory query on our website, ask the helpdesk, and don’t forget to book an onsite business risk assessment to protect your business from financial, regulatory and wider business risks.