How to effectively scale your advice business

In this episode of The ifa Show, Iress manager – practice solutions team, Kelli Willmer, shares her top tips for advice businesses looking to scale up, whether through acquiring a new practice or client book or expanding staff numbers.

Kelli talks through some of the challenges of expanding an advice business while maintaining excellent client service and robust compliance frameworks, shares some case studies of firms who were able to leverage efficiencies through technology, and examines the issue of succession and how that plays into business growth.