Scenario planner
What impact would employing an additional income producer have on your business?
Thinking of improving the level of face-to-face time with clients? What impact would this have on the value of your business?
Online access to the Dashboard Scenario Planner allows financial advisory firms 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 a firm can build by varying business inputs.
The Dashboard Scenario Planner highlights the impact of different business strategies providing a ready means of prioritising action plans.
Dealer groups are able to empower their business development managers by providing them with access to the Scenario Planner. The manager is then able to take the lead in business development sessions with their adviser businesses.