The model below illustrates the key elements of a business that can be managed and developed to enable the business to achieve its desired results. Our role is to maximise the positive impact on results by harnessing change in the enablers in the most effective way.
Leading the Business
- Visioning & leadership
- Strategic thinking
- Structural Development
- Business valuation
- Exit planning
- Business planning
- Change management
- Coaching
Client Proposition Development
- Client bank segmentation
- Proposition development
- Investment Strategy
- Fee & pricing strategies
- Generation referrals
- Optimising returns from clients
- Reducing non-value adding activities
Marketing
- Marketing Planning
- Market research & analysis
- Branding
- Developing professional connections
- Developing quality an regular personal introductions
- Defining and articulating a value proposition
Delivering Customer Value
- Technology deployment
- Platform strategy
- Quality management
- Process improvement and management
- Project management
Managing Resources
- Recruitment
- Performance Management -coaching advisers / management
- Remuneration strategies
- Profitability modelling
- Break-even analysis
- Cash-flow forecasting
- Measurement & Control
Skills Development
- Life & cash-flow planning skills
- Defining and following a sales track
- Building a trusted relationship
- Personal organisation
- Coaching skills
- Sales skills