Finura Group

EP 39: What Keeps Advice Firms Broke, Busy or Bored—and How to Fix It

In this episode, Peter Worn speaks with Tony Stephens from Business Health about the challenges faced by small business owners in the financial advisory industry.

They discuss the importance of practice management, the need for investment in technology, and the significance of client feedback. Tony shares insights on key metrics for success and offers advice on business planning for the upcoming financial year.

The conversation concludes with optimistic predictions for the future of the industry, emphasising the potential for small businesses to thrive.

Let us do the heavy lifting with your technology strategy and implementation.

Reach out for discussion to see how.
Finura Group