SOLUTIONS
Consulting, services and products for the business of advice.
We consult, provide services and develop products for financial services provider (FSP) businesses.
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Consulting
3 offerings
02
Services
7 offerings
03
Products
3 offerings
01
Consulting
Most of our engagements begin here: working on and in the business, alongside its leadership, on the decisions that shape its performance, growth and value.
Management Consulting
Independent counsel on the decisions that shape performance, growth and enterprise value, with the rigour of global consulting focused on financial services.
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Strategic Operations
Ongoing counsel on the operational leadership of your business, so that the strategy you set becomes the way the business runs, month after month.
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Mergers & Acquisitions
Independent advice for buyers, sellers and those planning succession, from your side of the table and tied to no buyer, product house or consolidator.
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02
Services
A few lines to describe what is going on here in so much detail that we get lost in the poetry.
Key Individual Services
Advisory, operational and non-executive director tiers, sitting on or to the side of your license.
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Functional Strategy
One- and two-day planning sessions that that build the vision, strategy and execution of the business.
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Prospecting for Advisors
The Insane Prospecting suite of services is currently running the full-day prospecting bootcamp.
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Coaching
Operations
Strategic operations and practice management planning and execution, working on, in and for your business.
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Prospecting for Businesses
A partnership consulting model where we help you set up and implement a new business development function.
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Speaking
Key notes, presentations, workshops, webinars and other deliveries that teach, train, inform an share IP.
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Peer Councils
Exclusive masterminds of up to 8 FSP business owners that meet in-person once a month as a group, as well as one-to-one.
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03
Products
Our own tools, built for the business of advice and refined through our work with it, for use by owners, advisors and their clients.
Money Sense
A spending benchmarking tool your business can offer its clients, giving households a clear view of how their spending compares and opening better conversations about their finances.
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FSP Valuation Tool
A free calculator that gives owners of financial planning businesses an indicative value in minutes, privately, based on their own figures.
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KIM tool
A new tool for Key Individuals, in development for release in 2027.
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