No one knows your business and the needs of your clients more intimately than you do. You are the one who your clients turn to when they want the very best financial advice and information. You are their valued, trusted financial partner.

So how do you translate those intangible strengths into bottom line results? How do you make your business even more competitive? Maximise new opportunities? Deal with the challenges of a changing market? Build maximum efficiencies? Enhance your profitability and business valuation?

It’s all about playing to your strengths whilst being alerted to proven and tested strategies that will assist your business growth.

That’s where the DKN Lonsdale Practice Solutions offer can assist you. As a benefit of DKN’s ownership of Lonsdale Financial Group (Lonsdale) you have the opportunity to access a range of solutions for your business. Whether you need corporate governance solutions, business coaching, marketing and communications templates, research, software or training and professional development support for your business, DKN is now positioned to offer you a proven suite of services at a group buying price.

Lonsdale draws upon over 22 years experience in the Financial Services industry, creating sustainable, successful financial planning businesses. DKN has a proven track record of delivering solutions to the boutique financial planning community. This powerful combination has resulted in a Practice Solutions offer providing access to the following resources:

Corporate Governance

• License Application
• License Variation
• License Governance including attendance and ongoing support of licensees compliance committee or governing body and ongoing monitoring of internal processes and registers
• Authorised Representative Compliance Audit
• Ad hoc consultation regarding the ongoing compliance obligations of an AFSL holder and review of internal policy and procedures, SOA’s, FSG’s, assistance with dispute resolution, ASIC liaison etc.
• Compliance Manual

Catalyst Business Solutions

• Benchmarking business ratios
• Comprehensive business analysis
• Business Planning

Research

• Managed Fund Research including approved product lists, model portfolios and access to securities alternative product research
• Listed Equities Research including direct equities model portfolios and Lonsec Market Live (live stock market information)
• Lonsec listed income investments research
• Rainmaker

Software

• Group buying rates for Visiplan, Xplan, IQM and IQM+

Marketing and Communications

• Access to a templated client newsletter
• Brochure series with area for individual business overprint
• Media articles

Training and professional development program

• Professional Development Days
• SMSF and Risk Technical Forums

Dedicated Technical Services hotline and website

SMSF deeds and Corporate Documentation at group buying rate


<Click here> for more detail around the Practice Solutions offer, including pricing for each module.