Our Services

Challenge your thinking, improve your management skills and be held accountable. Our services help you achieve your personal & business goals to move your business forward. Why not have a chat to discuss if we can help you?

For Financial Planning Firms

Financial Planning business owners typically love building close relationships with their clients and engaging with them. Many enjoy the challenge of business growth but find it difficult to keep on top of all of the other time consuming business issues.

Are you coping with Industry change?

Wouldn’t it be great to have an experienced Coach on your team to provide an objective point of view.  Or, an independent third party to use as a sounding board?

For Accounting Firms

Establishing a Financial Services Division within your firm has many challenges. This most likely means penetration of the accounting client base with an appropriate marketing strategy has stalled. Setting the right foundations involves many decisions.

Are you coping with Industry change?

Would you like some help from an experienced Financial Services Executive who has a track record of success in developing financial services in a large second tier Accounting Firm?

For Professional Service Firms

Professionals in the Service Business enjoy the challenge of business growth but find it difficult to keep on top of all the other time consuming business issues to be dealt with.

Are you coping with Industry change?

Managing staff, getting new business and while managing growth.

Wouldn’t it be great to have an experienced Coach onboard, to hold you and the team accountable?


Consulting Services for Financial Planning and Other Professional Service Firms

Strategic Planning and Development


Let’s review and define your strategy and make some decisions on how to pursue this strategy.

  • Strategic SWOT Analysis
  • Define a Vision for the future
  • Development of a plan in a logical and straightforward way
  • Development of an operations plan
  • Holding Principals/staff accountable for implementation
Marketing Plan


If your Industry is experiencing significant change then now will be a good time to re set your marketing plan

  • A Marketing Plan that gets everyone on the same page
  • It allows your business to be proactive and aligned with your vision & goals
  • A plan makes it easy to evaluate those new opportunities
  • Having a plan means that your goals are measurable
  • Holding Principals accountable
  • Holding staff accountable for implementation
Client Value Proposition.
Developing of business value proposition.


Are you delivering the right services to the right clients cost effectively? Do you have a value proposition that is all about the client experience and expectations of your practice?

Development of a Client value Proposition includes the following key areas:

  • Defining ideal target market
  • Understanding the client needs
  • What is your Practice good at?
  • Documenting your position
  • Understanding your cost to serve
  • Development of appropriate pricing
Business to Business Relationships


Have you a clear plan in how you may develop existing relationships or develop new ones?

A good plan of attack will include most of the following:

  • Developing new relationships
  • Increasing activity with existing relationships
  • Structuring arrangements
  • Developing referral strategies
Staff Growth and Staff Relationships


Would your business run better with more coaching and development of your team?

  • Coaching of Practice Managers and other staff
  • Scorecards & KPI’s
  • Staff capacity planning
  • Performance management
Business Process to enable growth


Have you developed the business processes to deliver your value proposition?

  • Process that enables growth
  • Produce more from existing resources
  • Working with more clients per practitioner

Wouldn't it be great to have an experienced Coach on your team?

Start Improving Your Business with Your General Manager