colored stairs

The Growth Formula

We’ve consulted with thousands of advisers to bring you valuable insights. We believe the key to organic growth is finding more time for current and prospective clients.

The Growth Formula

01

Streamline your investment approach

Implement a defined, scalable investment process to help you meet client needs and free up time.

02

Enhance business efficiency

Deliver a more effective service model to your clients by systemising efficiencies into your business and enhancing your team’s potential.

03

Instil psychological safety

Craft a story to capture the essence of why you do what you do every day. Communicate clearly to build client loyalty and acquire new clients.

Streamline your investment approach

A streamlined approach to managing your clients' portfolios can help provide the clarity and context your clients need to invest with confidence. Consider the tradeoffs of different approaches to determine what is right for you and your clients:

  • Time: Leveraging models maximises the time you have to focus on your business and your clients.
  • Control: Customising individual client portfolios means more control over exposures and risk.
  • Oversight: Ensuring suitability of models requires less time than selecting individual investments.
56%
of Australian financial planners are using managed accounts
22%
of Australian financial planners are considering using managed accounts
71%
of advisers using managed accounts say they get to spend more time helping clients reach their goals

Source: SPDR ETFs / Investment Trends 2023 Managed Accounts Report, April 2023.

Explore BlackRock Model Portfolios

Streamline your investment approach with our Model Portfolios.
View our models View our Model Portfolios

Use the iShares Portfolio Builder Tool

Build a customised sample portfolio with our core iShares products.
Build your portfolio Build your portfolio

Enhance business efficiency

Think about your practice. Is it a well-oiled machine or a collection of various parts? An efficient, scalable business begins with you and your team. Clearly define each team member’s role and responsibilities to foster accountability and improve business operations. Then, create scale through a well-defined client segmentation model.

Lead your team
Strong leaders create successful teams. Successful teams create deeper client relationships. Learn key principles for team leadership success to grow and operate effectively.
Define your service model
No one can be all things to all clients. Establish a segmented service model to provide aligned expectations that you can consistently deliver against.
Foster accountability
Scalable success starts with processes that are written down, transparent and transferable.

Instil psychological safety

Create a work environment that fosters psychological safety for your team and your clients. Authentic communication is at the core of creating trust, loyalty and deeper relationships with clients. Retell client stories to demonstrate the value you bring to other clients like them.

Contact our team today

For more information on available resources and workshops, let us know by filling in the form below and a BlackRock representative will contact you.
Please try again
First Name *
Please enter a valid first name
Last Name *
Please enter a valid last name
Email *
Please enter a valid email
Organization *
This field is mandatory
State *
This field is mandatory
What do you want to know more *
This field is mandatory
*Required information | Read our Privacy policy
Thank you
Thank you
Thank you for submitting your interest. A BlackRock Representative will be in touch.