Consulting Services

Strategy and Business planning - understanding where you are now and where you want to be in the future to identify the best pathway to success.

Business performance - reviewing the current performance of your business across a range of critical areas to identify gaps and areas for improvement.

Financial management - helping you create a profitable practice that affords you professional and lifestyle choices, whether that be through the development of budgets, objectives and financial reporting that keeps you on track, helping you implement a fee structure that works for you and your clients, or reviewing and refining your operating model.

Sounding board, cheerleader, accountability buddy – helping you get out of your own way, so you can focus on the things you love doing, knowing your vision for the business is clear and actionable.

Brand strategy - including identifying your client value proposition (CVP) & target market(s), and the corresponding client collateral to support your brand strategy.

Marketing (new client acquisition) - developing new client acquisition plans and driving implementation. Ensuring your marketing systems are efficient and delivering real results for the business, allowing you or your support staff to stay in contact with current and potential clients in an efficient and effective way to convert more leads to clients.

Implementation and ongoing monitoring of the client service proposition - helping you to decide:

• what services to offer to which clients,

• how to implement the offering(s) to ensure that advisers and support staff understand the process, or

• how to transition existing clients to a new structure, if appropriate.

Post-implementation, you will want to know that the services are being consistently delivered as promised, and that clients recognise the value of your service preposition.

Advice delivery process - reviewing, designing and documenting your current processes, so everyone in your team knows what needs to be done and when.

Systems - designing and driving the implementation of systems across your business for improved productivity and efficiency, and then working with your team to make sure they all know how to use them for maximum efficiency.

Partner and vendor relations - assistance with sourcing suppliers, contract negotiations and ongoing management of these relationships. This frequently includes a review of the practice’s current activities to determine if any elements should be outsourced or completed by external / contract resources.

Project management - delivering those important one-off / transformation projects that you or your team don’t have the time to focus on - moving you faster towards achieving your goals for the business.

Leadership coaching and mentoring - helping you to enhance and refine your leadership skills and personal effectiveness.

HR management skills - assistance with recruitment, onboarding, performance management and methods for deepening team engagement.

HR management tools - reviewing and documenting roles and responsibilities for maximum team engagement and productivity, frameworks for performance appraisals, and remuneration structures.

Risk management - assistance with risk management frameworks, as well as identifying, assessing, monitoring and developing relevant risks and controls across all processes so that the foundations of your business remain solid as it grows.

Policy and procedures - developing and documenting company policies, processes and systems, so you can be confident of meeting your professional and regulatory obligations.