Ep 5 - Business Strategy in Challenging Times

Apr 4, 2022

Episode 5 – Business Strategy in Challenging Times

Ep 5 is a discussion centred on managing your business and strategy in challenging and dynamic times. This episode comes some time after episode 4 and the reasons for this delay is discussed in relation to the challenges that have been faced by many in the Financial Planning community. I discuss these challenges in re to Government regulation change (once again) and the way you can assess whether to pursue a Defensive or Growth strategy with your business and how to navigate from there. We discuss charge-out rates for staff, work flow planning and a way technology can be used to leverage the business and its processes for scale and cost-efficiency.

This discussion can help any business consider how to proceed in a challenging and dynamic market place.  

 

This podcast is brought to you by financial planning firm Manly Financial Services and investment manager Value Investment Partners.

The author, guests or sponsors, Manly Financial Services Pty Ltd  and Value Investment Partners Pty, Ltd and the sponsors respective Australian Financial Services Licensees, Futuro Financial Services Pty Ltd (AFSL 238478) and JRP Securities Pty Ltd (AFSL 455657), have prepared this podcast for general information purposes only and not as specific advice to any particular person. Any advice contained in this document is General Advice and does not consider any person’s investment objectives, financial situation and particular needs. Before making any investment decision based on this advice, you should consider, with or without the assistance of a securities adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances.

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