Cultivating Advice

Build a world-class, advice-led financial planning practice.

Dashboard

Dashboard

Vital performance information at a glance.

Latest Advice

Know Thy Client

Narrow Your Focus, Expand Your Profits

Know Your Client Base

More Than Just A Name

Dashboard online

Dashboard online enhances your Dashboard experience...


1.The four key business value drivers (income, profit, clients and structure) are utilised in the calculation of an overall Dashboard Score and Dashboard Value for your business. Changes in your Dashboard Score and Value can be used to measure your business improvement quarterly and annually. Note that the Dashboard Value is a notional value, not a formal valuation.

2.A quarterly online dashboard service provides a more intimate, regular and progressive snapshot of your business.

3.Online access to the Dashboard Scenario Planner will allow you to 'test' an infinite number of business scenarios, further facilitating business planning and management. There is no limit to the number of "what-if" scenarios that you can build.

With access to Dashboard online, tracking progress is at your fingertips...

Your Dashboard Annual Structure Trends 2003 2004 2005
% Income Producers time face to face with clients 45% 63% 65%
Support Personnel per Income Producer 1.3 0.8 1.3
% Clients aged under 55 years 64% 61% 70%
Non-Salary Expenses per Person $41,990 $44,020 $33,571
Active Clients per Income Producer 230 105 100
Structure Score (out of 100) 52 72 88