As you build momentum into the new year, you are likely refining strategies, setting ambitious goals, or simply looking for ways to make things run smoother in 2025.
Whether you’re focused on improving client engagement, enhancing efficiency, making better use of AI, refining your tech stack, or simplifying processes for your team, there’s always value in exploring tools and ideas to support your plans.
This article highlights practical resources, insights, and opportunities to help you achieve your goals—whether that’s leveraging technology, seeking external support, or streamlining how you work.
Here are some key areas and resources to explore:
1. Enhancing Client Engagement
Building strong connections with clients remains a cornerstone of any advice business. Tools and strategies that personalise communication, improve responsiveness, and create meaningful touchpoints can help you stand out.
- Client Surveys: Are you regularly gathering feedback from your clients? Surveys are a fantastic way to understand their needs, improve your services, and ensure you’re staying aligned with their expectations. Check out our resource on Client Communication Surveys for tips, insights, and a ready-to-use template.
- Showcase Session Highlight: At our Risk Support Showcase, we explored solutions like Alura Financial, an outsourced provider that helps advisers deliver exceptional client support. This can be a great way to enhance engagement while freeing up your time for more strategic tasks.
2. Streamlining Efficiency
Efficiency goes beyond time-saving; it’s about creating a seamless experience for both your clients and your team. Documenting processes, automating repetitive tasks, and ensuring everyone is on the same page can reduce stress and improve outcomes.
- AI Essentials for Advisers Newsletter: Check out the edition on tools for documenting operating processes [article]. These tools are a game-changer for setting up internal guides and procedures—saving time and creating consistency across your team.
- Practical Tip: This is a great time to establish clear, repeatable processes. Documenting tasks can help current staff and new team members hit the ground running.
3. Leveraging AI in Your Practice
AI continues to shape the way advisers work, offering new opportunities to automate tasks, enhance client interactions, and streamline data management.
- Recorded Session: Watch our AI in Advice Tools session to see practical demonstrations of how advisers are using tools like ChatGPT and iFact Find to transform their practices.
- AI Essentials Newsletter: Explore editions that delve into specific use cases for AI, including client engagement, research, and operational efficiencies.
4. Refining Your Tech Stack
Your technology stack should empower your practice—not hold it back. If you haven’t revisited your tools in a while, now might be a good time to evaluate what’s working and where there’s room for improvement.
- Practical Tip: Touch base with us to learn how we’re helping a number of practices leverage digital tools and strategies to maximise their tech stack’s value.
- AI Essentials for Advisers Newsletter: Learn how to reassess your tech stack with insights into selecting tools that boost productivity and reduce costs. [article]
- Explore Providers: Check out the providers showcased in our Risk Support Showcase sessions or explore our directory to find businesses that support advisers with tools, technology, and solutions tailored to your needs.
5. Simplifying Processes and Seeking Support
Simplifying processes not only benefits your existing team but also sets the stage for scalability as you grow. Whether it’s task management, onboarding, or creating consistency, having the right systems in place is key.
- Risk Conversations Recordings: Don’t miss our Risk Conversations sessions. These recordings feature a variety of helpful tips and pointers from advisers and industry experts, covering practical ideas for improving advice delivery.
- External Support: Sometimes, an outside perspective can make all the difference. Consider working with a business coach, joining a mentor program, or participating in a study group. If you’re looking for more digital support, we work with practices to help them leverage technology effectively—reach out to learn more about how we can assist.
- Risk Hub Resources: Our guides and templates are a great starting point for improving your internal processes, from documenting workflows to automating everyday tasks.
Ready to Elevate Your 2025 Plans?
The tools and resources mentioned here are just the beginning. Whether you’re focused on fine-tuning your processes, enhancing client engagement, or exploring new technologies, there are plenty of opportunities to make 2025 your most productive and successful year yet.
If you’d like to explore these ideas further, drop me a line, or check out our growing library of resources, articles, and videos on Risk Hub.
Let’s work together to make your goals a reality.