Practice Management: By the Numbers

Seven key takeouts which will support you as you navigate the business of financial advice.

FAAA has partnered with Business Health to develop Practice Management: By the Numbers, a report enabling financial planning practices to benchmark themselves against peers in the profession across key performance metrics.

The report explores seven metrics of a successful advice business, including practice profitability, use of technology, clients per adviser and more. It investigates the implications of being above or below the benchmark, with actions to consider to improve performance.

Access to the report is exclusive to FAAA members, available now in the FAAA Member Portal.

If you are not a member and would like to explore the benefits of joining our community, visit our FAAA Membership page to find our more.