While the financial planning sector is expanding, the cost of doing business is also rising. New compliance regulations, increasing administration costs and greater complexity of requirements all add up. But there’s a way to help.
Data modelling. It’s not a foreground topic for many business owners, but with a little diligence it’s one that can lead to tangible (and profitable) growth. Not convinced? If you believe your business is perfectly profitable without a data model or a data management plan, let me ask you another question.