The second SLICE financial planning survey examines a range of critical issues confronting financial planning practices, topics that challenge practices’ efficiency, profitability and viability.
The SLICE 2 survey provides financial planning practice owners and managers with an opportunity to quickly and easily share their views and insights with their peers, to build an understanding of trends across the sector.
Survey authors, Peter Dawson of The Dawson Partnership and Susan Rochester of Balance at Work, were thrilled with the response to the first SLICE, held in November 2013. Here’s a small sample of the results the survey uncovered:
The second SLICE survey looks at business growth, succession planning and the impact of the proposed chances to FOFA. The survey takes than 5 minutes to complete.
Click here to complete the survey.
When you complete the survey, you will be able to access a copy of the results of the previous survey.
Susan Rochester has been managing director of Balance at Work since 2006. Susan has a natural tendency to balance analytical thinking with an optimistic outlook to set direction and solve problems. She is an effective facilitator and constantly creates new and more effective ways of doing things, motivated by helping others to achieve their goals.