“The systems run the business and the staff run the systems” – Anonymous
This is the catchphrase of many business coaches and mentors around the world. Introducing systems sounds easy, but it is often far more complex.
Over more than 10 years in operation, Strategi has developed templates, manuals, websites, online information centres, training courses, checklists and personnel that can assist advisers and their staff to implement better systems and help grow their business.
No longer do you need to ‘reinvent the wheel’. If there is something you need within your financial advisory business, there is a good chance Strategi already has it or else can quickly put it together for you.
How we can help your business
Strategi can assist via:
- Identifying where your business systems need improving.
- Providing consultancy on the most applicable system to adopt.
- Facilitating business owners and their staff to design their own internal systems.
- Delivering up-to-the-minute material that will save reinventing the wheel.
- Providing tried and proven templates that are regularly updated for taxation and legislative changes.
- Making staff available to work within your financial advisory practice to implement new or improved systems.
- Ongoing review of any systems implemented with pro-active suggestions for future enhancements.
Best Practice Compliance Process
One of our most popular modules is the Best Practice Compliance Process. This thorough diagnosis and solutions package includes:
- A comprehensive on-site assessment of your compliance status, utilising a pre-supplied 76-page checklist.
- A detailed report on what is required to become Best Practice compliant.
- On-site Best Practice training.
- Provision of comprehensive compliance manuals and templates.
- Annual or six-monthly compliance reviews, and once you have attained the appropriate status, a compliance certificate is issued.
Other systems
Strategi has also developed a multitude of systems covering:
- Marketing and advertising.
- Building and maintaining client relationships.
- Consultation techniques.
- Developing and presenting the written plan.
- Obtaining referrals from new and existing clients.
- Financial management – your monthly accounts.
- Database utilisation.
- Website development and ongoing use.
- Portfolio construction, implementation and regular rebalancing.
- Portfolio reporting.
- Staff recruitment, training, relocation, remuneration and discipline.
- Introduction of new software plus daily management of your IT investment.
- Improving the time efficiency and work effectiveness of the financial adviser and support staff.
- Meeting legislative requirements and maintaining your best practice compliance status.
- Developing regular written communications for your clients, prospects and strategic alliance partners.
- How to meet corporate governance requirements and run effective board meetings.
- Obtaining client feedback via focus groups, client surveys and questionnaires.
- How to plan and conduct a winning new client and existing client seminar.
Why Strategi?
A financial advisory business needs to be constantly changing and evolving in order to keep pace with, or ahead of, changes in consumer demand, legislation, products and competitors. A business standing still is probably a business going backwards.
Strategi has huge experience in designing, introducing, monitoring and fine tuning systems within a financial advisory business.
Strategi’s services are well priced and great value for money. Choose entire packages of services or just select individual items from a wide menu of things to choose from. Prices can be tailored to suit the size of your business or network, where you are located and how quickly you wish to implement the changes.
