The FI Consult Business Development Consulting Model
A 6-step consulting model for FSP Businesses that are ready to take ownership of their own growth.
The Problem
The Problem
Most FSP businesses depend on referrals and individual advisor prospecting to generate new business. Both have something in common: the business itself is not in control. Growth is inconsistent, difficult to predict, and dependent on the activity of individual advisors rather than on anything the business has deliberately built.
This is not a criticism of advisors. It is an observation about structure - and structure is something that can be changed.
The Model
The Model
The FI Consult Business Development Consulting Model is a six-step consulting process designed specifically for FSP businesses. It helps business owners build the infrastructure for sustainable new business development - led by the business, executed by its advisors, and within the business's own control.
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The model is structured across three phases, each concluding with a formal decision point. Clients choose how far they take the engagement based on what they need and what they experience at each stage.
[Six-step graphic]
