After 6½ years in business, it was evident that many SME financial planning businesses were using limited information to understand their competitiveness for the retention and attraction of the right staff.
Continuous queries received from business owners on existing staff remuneration structures and market competitiveness demonstrates there is not enough done to provide detailed, meaningful and valid data for them to use in decision making.
Available data at an affordable price!
We subsequently collaborated with Griffith University to conduct a rigorous national study of remuneration structures for every job family in SME financial planning businesses. This is the first comprehensive study in a series being completed by The Business of Advice and is the culmination of 15 months of excellent work by a dedicated research team.
The outcomes of this research arm business owners, practice managers and interested individuals with information to help make informed decisions on:
All major job families of an SME Financial Planning firm are covered in this report.
Once you become a member of The Business of Advice, you will receive 12 months access to findings including:
We will deliver additional findings as we continue to work with financial planning businesses. Once you are a member, you’ll also get access to:
Once a member, if you’d like a Custom Analysis completed for your business, go to the Custom Analysis tab or contact us for further information.
We will also broaden the scope of our offer and provide you with valuable additional services to attract and retain quality staff and manage them to ensure you mitigate liability and create an inclusive and compelling culture.
We’d like to thank the 335 practices that spent from 30 mins to many hours completing the survey and for those that provided additional support throughout the process. The 221 practices that completed the survey in full have been rewarded with a copy of the report at no cost.
In addition, Zanetti Recruitment & Consulting allocated funds to contribute to charity and the participant practices’ generosity of time allowed us to donate $2000 to a number of worthy groups.