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Services for small to medium sized financial advisory firms |
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Client developmentThe core of any business is its clients. You need to understand what sort of customers you have and what their needs and expectations are, so that you can develop effective propositions for attracting and retaining the clients who are going to be most profitable for you. |
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For example, our Client Insight programme has helped a number of smaller IFA firms to identify which aspects of their service really adds value for their clients, and which disappoint them, often with surprising results. We can also show how loyal your customers are, and what business you might be missing out on. In the short-term you will: • Generate new business enquiries from existing clients and • Identify potential sources of referrals In the longer term, you will improve customer loyalty and gain valuable insights into how to improve your service, and build differential service propositions for key segments of your client base. |
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Business growthTo withstand increased competition, strong regulation, and more demanding customers, you need to grow consistently and profitably. Are your sales and marketing strategies maximising your growth opportunities and fully utilizing your marketing assets? |
For example, we can provide an analysis of the effectiveness of your current Marketing & Client Acquisition activity and work with you to develop marketing processes to improve the quality and quantity of new clients. Additionally, we can review your Advice/Sales Process and offer recommendations on the most effective processes and structure, including monitoring and managing sales volumes and quality. |
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Service deliveryIf the core of your business is your clients, then meeting your clients’ service expectations cost-effectively is critical. Are you confident that the quality and nature of your service is satisfying both the needs of your clients and the requirements of your business? Are you delivering it reliably and cost-effectively? |
For example, we can analyse the effectiveness of your current processes and organization, help develop service standards and monitoring disciplines, whilst showing you how to transform your service into a marketing asset. Our Client Insight programme can aid and complement this, whilst potentially generating new business either directly or from referrals. |
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SustainabilityAll businesses face threats to their on-going success, whether from external or internal factors. Have you identified the risks you face and are taking action to manage them? Doing so could not only add certainty to your business but also increase its value. |
For example,we can work with you to develop strategies to identify and manage potential threats to your business (macro and micro) and help identify opportunities to diversify your business to mitigate against them, as well as advising on Succession Planning and where appropriate helping you to maximise the value in your business ahead of a potential sale. |
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• services for product providers and asset managers • services for small to medium sized financial advisory firms • services for larger IFAs, networks and support services organisations • services for mortgage and insurance brokers • services for solicitors and accountants |
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