We’ve partnered with experts from across the financial planning industry to give you the tools to nurture your business.
Business Services
Technology
Cashflow and budgeting
Your Spending Coach will help you create a personal money management program that adds value to your business and to your clients.
Estate Planning
Norman Waterhouse provides a personal, empathetic and professional service in the areas of Will preparation, succession planning, personal asset management and estate administration.
The following case studies highlight how Testamentary Trusts can be of benefit.
High Performance Coaching
In order to increase profit, it’s not only important to improve practice management strategies but also human performance strategies. Two of the biggest issues that advisers face is staff and lack of time. Imagine each person having an extra 1-2 hours productivity per day with less effort. Next Evolution Performance focuses on enhanced performance, productivity, mindset and energy levels.
To assess how productive you and your business are, download the High Performance Checklist. To find out more about Next Evolution Performance visit their website.
Marketing
SRS Coaching and Consulting help financial advice businesses successfully market themselves so they can attract and retain the clients they want.
Download the Marketing Checklist to build and grow your business.
Online Estate Planning
YourWills
How Your Wills supports advisers
Your Wills is an Australian based company (supported by SLF Lawyers) that allows every day Australians to complete their legally binding Will online in 9 easy steps. As part of managing your client’s finances, proactively encouraging them to complete their Will is not only responsible, it’s just common sense. Your Wills is specifically designed to be easy to use so you can confidently refer your clients to yourwills.com.au in the knowledge that the process is simple to use.
Moneysoft
Moneysoft is an automated cloud-based financial management platform, enabling advisers and their clients to collaborate in the area of cashflow, budgeting and savings.
Watch the short 90-second video explaining how Moneysoft works for a client.
Or alternatively, speak to your AIA CDM for more information. You can also call Moneysoft on 1300 850 878 or visit www.Moneysoft.com.au to find out more about our service.
Terms and conditions: *This special offer is only applicable for all AIA affiliated advisers and anyone new to Moneysoft only. It is not applicable to existing Moneysoft account holders. The 20% off is applicable to a basic plan and all plans above that and will be calculated off the first invoice once you have moved from a free trial to a paid plan.
Special offer for AIA Advisers
Register now for a Moneysoft account and receive your special AIA 20% discount offer.
As an affiliated AIA adviser or planning practice, if you register through the registration button below, Moneysoft will offer a free 30 days trial plus a special one-off 20% discount on your first quarterly invoice. That's a minimum saving of $120 on a standard Moneysoft plan. For the details on this offer, see the Moneysoft guide.
Global Advice Training
Global Advice Training distributes LifeXplorer, a tool that enables advisors to create genuine human empathy through a digital medium. Using a proprietary goals-based advice methodology, LifeXplorer provides advisors with a simple-to-use tool for use in client meetings that help clients truly understand their goals, centred around the use of ‘life events’.
The result for the advisor is long-term, profitable relationships with their clients, and for clients, financial plans that truly reflect their needs and aspirations.
To find out more http://www.mylifexplorer.com/
Charlie¨
Charlie¨ is your business’ new best friend
Everyone knows that there is something wrong with email, but no one quite knows what it is. Charlie¨ has the answer.
Imagine a world with an empty inbox. A world where you could spend less time managing your emails and more time on meaningful work. A world where you never need to hunt for or forward another email ever again. A world where you know exactly what’s been said to your clients, by whom and when.
Download the Charlie whitepaper: Facing facts email is broken.
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