From Chaos to Clarity: Inside the Revenue Game of High Performing Advice Firms
In this episode of The WealthTech Insider, Danni Le Grande, Head of IFA Consulting at Finura Group, sits down with Simon Betchley, Head of Institutional Consulting, to unpack the wild and often underestimated beast that is revenue management in financial advice businesses.Revenue in advice firms is messy—really messy. Payments flow in from hundreds of different product providers, each using their own file formats, labels, and naming conventions. Add in platform fees, direct debits, fee-for-service models, clawbacks, and legacy business, and you’ve got a data nightmare. No standardisation, no shortcuts, and a whole lot of Excel.Enter Revenue Management Systems (RMS). These tools exist to make sense of it all—collating, cleaning, splitting, reconciling, and delivering a standardised view of revenue across your business. But they’re not silver bullets. And as Danni and Simon discuss, the best results come when firms put in the work.So what sets the high-performing firms apart? It’s not just having an RMS—it’s how they use it. From deep client segmentation to cost-to-serve analytics, smart firms are leveraging revenue data to make strategic decisions, drive profitability, and build more scalable businesses.If you're still manually wrangling data or you're not getting the most out of your RMS, this is the deep dive you didn’t know you needed.🔗 Learn more at www.finuragroup.com
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