Business Builder

3 steps to building a better financial advisory business

1. Assess yourself against 10 vital criteria
2. Check how your business measures up
3. Receive tailored advice and bank CPD

Start

About the Business Builder:

We’ve learned that there are dozens of factors that combine to make a Financial Advisory business truly great. Does yours have the right strategy, processes and growth potential? How about your client communications and marketing? Are they up to scratch?

We also know it’s not easy to find the time to focus on you. Clients are demanding, markets move and regulations change. You’re busy and time not thinking about your clients, needs to be time well spent.

So we’ve built a Business Builder tool to help you quickly assess any gaps in your own business. Just three simple steps to help you improve what you do - and how you do it.

Tell us about your business











    We won’t share this information with anyone else and your data will remain utterly confidential:

How your business measures up:

Growth potentialProcessesStrategy
Where your gaps are:
Business Planning Business Planning Business Planning Segmentation Segmentation Segmentation Effective Pricing Effective Pricing Effective Pricing Marketing Marketing Marketing Scaling Scaling Scaling Client Communications Client Communications Client Communications Client Engagment Client Engagment Client Engagment Referrals Referrals Referrals Team culture Team culture Team culture Best practice Best practice Best practice

How to build your business:

At Russell Investments, we’ve developed a series of free training sessions to help develop your advisory business. Based on your results, we suggest the following 2 training sessions to choose from:

Improve StrategyProcessesGrowth Potential

Training day recommended for you:

Strategy masterclass

This seminar will help you think harder about the strategic direction of your business to ensure you're well positioned to not only attract the best clients, but keep them incredibly happy.

Processes masterclass

This seminar hones in on your day to day activities to ensure you’re servicing clients efficiently, scaling where possible, and not forever chasing your tail.

Growth Potential masterclass

Ultimately, your business should be able to carry on without you. This session will help you put strategy in place to continue to grow and build profitability. 


This option is ideal if you like to network with your peers.

Group session

Content based on assessment

Network with peers

Central venue

Places are limited, so reserve yours early

We've got your request, thanks

We'll be in touch, as soon as possible, to confirm the next available date

If you have any questions, please get in touch below


We've got your request, thanks

We'll be in touch to arrange a suitable time for you

If you have any questions, please get in touch below


Improve Business PlanningSegmentationEffective PricingMarketingScalingClient CommunicationsClient EngagmentReferralsTeam CultureBest Practice

Individual module recommended for you:

Business planning

Develop a simple business plan concentrating on specific tactics to help your business thrive.

Client analysis

Segment your client book to help you define the service levels you can provide.

Service proposition

Analyse your current service proposition to highlight improvements that can be made, quickly.

Building a marketing plan

Create and deliver consistent messages about who you are, what you do and what differentiates your business.

Scalable strategies

Implement a scalable, one to many solution to service these clients efficiently.

Client centric communications

Learn to tell your story and talk to clients in language they understand.

Client migration and disengagement strategies

Develop a strategy to either migrate or disengage client relationships to make your business more profitable.

Target markets and referrals

Add more of the right type of client by implementing proven referral methods.

Promoting your business culture

Get the best work out of your team and enhance your community standing by building a winning business culture.

Global best practice

Examine industry best practice and understand how you can apply this to your own business.


Study at a time that suits you and plug a specific skill gap.

One easy to manage module

Cover off a specific skill gap

Flexible location

Over phone or face to face 


How to build your business:

At Russell Investments, we’ve developed a series of free training sessions to help develop your advisory business. Based on your results, we suggest the following 2 training sessions to choose from:

Improve Team Culture

Individual module recommended for you:

Promoting your business culture

Get the best work out of your team and enhance your community standing by building a winning business culture.


Study at a time that suits you and plug a specific skill gap.

One easy to manage module

Cover off a specific skill gap

Flexible location

Over phone or face to face 

We've got your request, thanks

We'll be in touch to arrange a suitable time for you

If you have any questions, please get in touch below

We've got your request, thanks

We'll be in touch to arrange a suitable time for you

If you have any questions, please get in touch below

Improve Best Practice

Individual module recommended for you:

Global best practice

Examine industry best practice and understand how you can apply this to your own business.


Study at a time that suits you and plug a specific skill gap.

One easy to manage module

Cover off a specific skill gap

Flexible location

Over phone or face to face 


Alex Boni

Contact Alex Boni

If you'd like to discuss any specific needs or have a question, do contact me direct:

020 7024 6175ABoni@russellinvestments.com


Russell Investments Academy

Russell Investments has created the Russell Investments Academy to help get your business how you want it to be.

We’ve put our 25 years of experience into developing a series of free training sessions to help you best serve your clients and develop your advisory businesses.

Russell Investments Academy is made up of three key stages to help you improve your strategy, processes and growth potential. Plus individual modules lasting 2 hours to help you plug any specific skill gaps. Location is flexible too - courses can be run from your office, from an agreed venue or from Russell Investments' office in Central London.


FREE training to develop skills

Join community of over 1500 UK IFAs

Turn skill gaps into banked CPD