Services

Consultancy

Tailored business, marketing and personal productivity consultancy aimed at addressing specific issues and challenges within your business.

Beyond RDR Consultancy Programme

A packaged consultancy programme specifically designed to help you;

  • establish the key building blocks for a successful post RDR adviser charging and service driven business
  • deliver predictable and sustainable revenue.
  • position and communicate your services in a more compelling way
  • reposition your relationship with existing “old model” clients

Developing Professional Partnerships

A unique 4 day programme which draws together all the “secrets of  success” in establishing successful referral relationships with other professionals into the Professional Partners Relationship Roadmap which looks at what is required at each stage of the relationship development process from an activity, communication, key messages and marketing materials perspective.

This approach avoids the most common pitfalls of the typical strategies adopted by many advisers, (being poorly prepared, unstructured and expecting results too early in the process) by taking a step by step approach to identifying and creating the objectives, key actions/activities and collateral materials required at each phase of the relationship.

“No and low-cost Magnetic Marketing”

A programme of consultancy designed to help you define your “ideal client profile”, and to explore and implement the strategies and tactics most appropriate to your business, to attract more of the right type of clients and create a sustainable and cost effective marketing plan for your business.

Strategic and Operational Planning

A long-term (minimum 12 months) programme to provide objective, practical hands-on support at both a strategic and operational level. Calling on over 25 years of sector specific corporate experience I will work with you to;

  • define your 3 year “vision” for the business
  • establish appropriate measures and management information to track progress
  • develop clear financial, client, people and process focused objectives
  • challenge and build on your thinking
  • provide objective independent input and insights into what works for other advice businesses
  • keep you focused on and accountable for, what really matters

This is a highly tailored service, built around your specific needs. Please contact me for an initial confidential discussion to establish whether I can help.

Speaking services

Delivering topical presentations, talks and keynote speeches that are relevant, thought provoking and engaging, at conferences, seminars and workshops.

Group training

All our consultancy programmes are available on a group basis for advisers who are keen to get the benefits and structure that comes with face to face consultancy, but at a more affordable cost. We recognise that one to one consultancy isn’t for everyone.

All our consultancy programmes are in modular format making them ideal for inclusion in product provider’s asset manager’s, wrap and platform supplier’s and service provider’s adviser focused conferences and events.