We are Strategic Partners to Financial Services Providers.
Financial Institution Consult is a management consulting firm that works exclusively with businesses that provide advice of a financial nature.
Our consulting is both an approach and a service.
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How we Serve the
Financial Planning Profession
We are the Advisors
to the Advice Businesses
FI Consult is the only holistic, end-to-end consulting partner
to Financial Services businesses.
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Advisor Resource
Now Live: The Client Acquisition Blueprint for Financial Advisors
December is a natural point in the year for both firms and advisors to reflect on performance and plan for a stronger 2026.
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The Client Acquisition Blueprint is a comprehensive 190-page eBook, supported by five bonus guides, filled with practical tools, scripts, strategies, and real-world approaches that help advisors build consistency, strengthen prospecting, and create a more reliable client pipeline. It is a complete resource your advisors can apply immediately to support meaningful growth.
This is a specialised FI Consult resource designed for financial advisors within your business.
Our Upcoming Events
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PoWA
Our Panel of Wise Advisors is a collective of financial planning business owners, and industry leaders, that meet every 6 weeks to discuss the ins and outs of leading a financial planning business.
This is by invitation only but the learnings and insights are often shared through our newsletter.
Sign up here.