The Growth Formula

We’ve consulted with thousands of advisers to bring you valuable insights. We believe the key to organic growth is finding more time for current and prospective clients.

01

Streamline your investment approach

Implement a defined, scalable investment process to help you meet client needs and free up time.
02

Enhance business efficiency

Deliver a more effective service model to your clients by systemising efficiencies into your business and enhancing your team’s potential.
03

Instil psychological safety

Craft a story to capture the essence of why you do what you do every day. Communicate clearly to build client loyalty and acquire new clients.

Streamline your investment approach

A streamlined approach to managing your clients' portfolios can help provide the clarity and context your clients need to invest with confidence. Consider the tradeoffs of different approaches to determine what is right for you and your clients:

Time: Leveraging models maximises the time you have to focus on your business and your clients.
Control: Customising individual client portfolios means more control over exposures and risk.
Oversight: Ensuring suitability of models requires less time than selecting individual investments.

56%

of Australian financial planners are using managed accounts

22%

of Australian financial planners are considering using managed accounts

71%

of advisers using managed accounts say they get to spend more time helping clients reach their goals

Source: SPDR ETFs / Investment Trends 2023 Managed Accounts Report, April 2023.

Enhance business efficiency

Think about your practice. Is it a well-oiled machine or a collection of various parts? An efficient, scalable business begins with you and your team. Clearly define each team member’s role and responsibilities to foster accountability and improve business operations. Then, create scale through a well-defined client segmentation model.

Lead your team

Strong leaders create successful teams. Successful teams create deeper client relationships. Learn key principles for team leadership success to grow and operate effectively.

Define your service model

No one can be all things to all clients. Establish a segmented service model to provide aligned expectations that you can consistently deliver against.

Foster accountability

Scalable success starts with processes that are written down, transparent and transferable.

Instil psychological safety

Create a work environment that fosters psychological safety for your team and your clients. Authentic communication is at the core of creating trust, loyalty and deeper relationships with clients. Retell client stories to demonstrate the value you bring to other clients like them.

Contact our team today

For more information on available resources and workshops, let us know by filling in the form below and a BlackRock representative will contact you.

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The Growth Formula