Advice businesses are not all the same.
Be business ready.
Aged care advice has the potential to transform clients’ lives, grow your business revenue and increase job satisfaction. With an ageing population and an increasing incidence of frailty in the later stages of retirement, aged care needs and advice is a key consideration for meeting the Code of Ethics – but not every adviser wants to be an expert, and not all businesses are the same.
Aged Care Steps can help you start the journey or accelerate your business growth. Whatever business model you choose, we have the solution you need.
Choose your business model.
You might choose to be an outsourcer and let us connect you with an adviser who is an expert in aged care or bring the advice in-house to create additional revenue and client value. Or if you find your passion, you might decide to be an expert and proactively market to bring in new clients. You might even find your passion along the way, and build your expertise and activity over time.
Define your service offer and access the right support.
Defining your client service offer should match the business model you choose.
Treat each piece of aged care advice as a project and define the services you offer, other experts you can refer clients to and the tasks left over for your client.
Efficiency in time and money is key. It is important to have the right tools and support services, which is why we have solutions for every business model.
Hear from your colleagues.
Watch and learn from some of the best in the business as they share honest and compelling reflections on their journey in aged care advice – including the very real difference they have made to the lives of clients and their families.
With thanks:
Geoff Whiddon
Dome Financial Group, NSWDi Chalk
Chalk Financial Planning, NSWDrew Potts
Potts Duhring Financial Advisors, SA
Kate Phillips
Tend Financial Planning, SAJohn Walker
RI Advice Circular Quay, NSWSarah Hall
TBA Aged Care Financial Advisers, NSW