Most businesses have evolved over the years and if one had a clean sheet of paper to start again they wouldn’t start from this point. Their current position clouds their perspective on their real potential and holds them back unnecessarily.
This is a three or four day programme which gets business owners / advisers to take a step back and take a comprehensive look at most of what they do and re-model themselves for a much more productive, profitable, less risky and less stressful future.
If advisers and business owners want to earn an extra 30% or more, from 30% less time, with less stress and risk than they currently do this is probably the programme for them.
It incorporates:
- why are they in business?
- what constrains them from being as productive as they could be? This uses a Business Simulation exercise that illustrates a whole host of real life issues they will recognise and the remainder of the course helps them to resolve
- what are their actual personal goals therefore what their business goals need to be?
- what is their target market and what is that these clients value and how does that compare with what they offer and promote?
- what is their investment philosophy and belief and how do they deliver and articulate this?
- how to price profitably and compliantly that rewards for the value added as an advisor?
- where and how to use platforms in delivering an effective client service proposition?
- pulling these things together to design their Client Proposition and then articulate it?
- how do they sell this approach to existing clients as well as new ones compliantly and document the results efficiently and effectively?
- how do they then segment and manage a transition whilst protecting and growing cash-flow and profitability?
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