Building business value: Three key factors advisers should consider

Advisers are exceptionally good at adding value to their clients' lives. But sometimes all the hard work required to offer a great service to your existing clients can result in overlooking the needs of your business. There are many ways to grow the value of your firm. Below are examples which I've seen make the most difference to the advice firms we partner with. Data, data, data Assets under advice is largely a superficial metric. It doesn't tell you important information like the demographic of clients, the growth trends within the business etc. The only way to understand thes...