Nick Eatock: Structure your business in '3D' and see the benefits

As you might expect from a tech business, we have been spending a fair amount of time looking at the value advisers can gain from making full use of the bells and whistles available to them through business management software. Recently, we have been discussing with industry experts how firms can best service their existing client bank while bringing in new business. What we discovered is that advisers who operate a ‘3D' business structure are the ones who are more likely to achieve their expansion goals. These magic three ‘Ds' are: * Defining business processes; * Digitising wo...