Business productivity and profitability solutions

Keen to grow the revenue, profitability and value of your business? The team at Strategi is expert in working with business owners to grow businesses and deliver increased profit. We have experience in all aspects of business management, growth, mergers and acquisitions, shareholder value and preparing a business for sale.

Business in a Box

An integrated solution for financial advice businesses – all your business tools in one package.
Business in a Box: an integrated solution for financial advice businesses

Improve your productivity and profitability

Want your business to make more money, or preparing it for sale?
Proven methods to increase your business profit

Client relationship strategies

Building trust and long term mutual relationships.
Client relationship strategies

Brand marketing and promotion

Promote and enhance your business brand.
Brand marketing and promotion

Business valuations

Accurate, detailed valuation of your financial advisory business.
Financial adviser business valuations

Business sales, acquisitions and mergers

Buying or selling all or some of a business? We can help.
Business sales, mergers or acquisitions

Corporate governance and board assistance

David Greenslade can work with your board.
Corporate governance and board assistance

Speaking engagements

Conferences, roadshows and client seminars.
Conference, roadshow and client seminar speaking

Consulting services

A range of expertise on tap for advisers, QFEs and networks.
Consulting services

Templates, publications and resources

Templates, guidance notes, manuals and other resources to help improve your business.
Business templates, publications and resources
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Search all business productivity and profitability

Training Courses

10 Ways My Closing Ratio Topped 90%: How our sales process went from dismal to dynamic

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Aim: To outline steps advisers can take to increase the conversion rate of prospects to clients. Outcome: Completion of this module will enable financial advisers to: Understand how one has significantly improved their sales outcomes Apply that knowledge to identify what might work in their own business to increase client onboarding and retention rates Abstract... Read more
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Training Courses

4 Reasons the demand for advice is booming 

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Aim: Describe the factors contributing to an increase in the demand from clients for advice. Outcome: Completion of this module will enable financial advisers (audience) to: Identify the trends contributing to new opportunities for financial advisers; and Understand the factors causing clients to seek more advice and take steps to seize this opportunity.... Read more
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Training Courses

9 Systems Every Adviser Needs in Their Business to Succeed

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Aim: To outline nine business systems advisers must get right in order to succeed. Outcome: Completion of this module will enable advisers to clarify their thinking and check their own workflow systems against the nine key areas described. Abstract: When advisers get stuck, it’s time to step back from the day-to-day struggles and clarify the processes that organise their... Read more
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Training Courses

A 7-step plan to transform your practice

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Aim: To explain seven steps an adviser can take now to prepare their business to service the next generation of clients (Millennials) Outcome: Completion of this module may help advisers to understand: Some of the challenges that lie ahead as increasing numbers of baby boomer clients pass away. Steps that can be taken to make their business Millennial-ready... Read more
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Training Courses

A brief outline of common HR issues

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Aim: To outline basic issues a small business should consider when employing and managing people at work Outcome: Completion of this module will help those who employ and manage people, to: Develop a sound recruitment process; Determine what kind of employment agreement to use and when; Comply with legal requirements for health and safety at work Implement... Read more
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Business productivity and profitability
Up and down arrows

A snapshot of a high and low value financial advisory business

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The value of a financial advisory business is based on its size, profitability, perceived risk and upside potential for the purchaser. A valuer will have a set of factors that will be assessed and weighted and then added together to achieve a multiple. This will determine the desirability of the business. The multiple is then compared against recent market sales of similar financial advice... Read more
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Training Courses

An adviser’s guide to cyber security

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Aim: To outline the key cybercrime risks and the steps advisers and their clients can take to counter cybercrime. Outcome: Because of its importance, cybersecurity demands the attention of advisers. Undertaking this module may help all advisers: Know the biggest trends in cybercrime and be able to assess the risk to their business of cybercrime Undertake steps to combat... Read more
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Business productivity and profitability Services

Brand marketing and promotion

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Strategi has been involved in the launch of many successful rebrands of existing businesses. We have acted as both marketing consultants and coordinators, bringing together the necessary skills of corporate designers, website developers and advertising specialists, and working hand in glove with business owners to create brands that add a premium to the value of their companies. It has... Read more
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Training Courses

Building a compliance culture within an organisation

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Aim: To describe how a compliance culture can be developed within an organisation. Outcome: Completion of this module will enable market service licensees to understand: What a culture of compliance is; The attributes of a culture of compliance; The 'Three Cs' of compliance (communication, confirmation, correction); The signs of a culture of... Read more
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Business productivity and profitability Services

Business in a Box: an integrated solution for financial advice businesses

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Business in a Box (BIB) is a suite of tools to help build and ensure the efficiency of a financial advice business. It is a flexible solution, scaleable to business size. All tools work together to provide a fully integrated solution, or alternatively a ‘pick-and-mix’ approach can be taken where businesses simply select the tools they need. The BIB toolbox The BIB... Read more
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Business productivity and profitability Publications & resources
Business operations Manual cover

Business Operations Manual

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For busy advisers the construction of a company Business Operations Manual can be a daunting task. Strategi's Business Operations Manual template can take the guesswork out of what information this document should contain. It includes all the sections you need to consider, providing a great starting point and allowing customisation of the contents to your business... Read more
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Business productivity and profitability Services

Business sales, mergers or acquisitions

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The changing economic environment for small- to medium-sized businesses – with greater pressure on retaining clients, costs of training and authorisation, and harsh penalties for non-compliance – has meant that many business owners have considered not only the selling of their practices, but also had to face the hard question of what they actually have to sell. Gone are the days when... Read more
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Business productivity and profitability

Business templates, publications and resources

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Below are some of the most popular Strategi templates, publications and resources related to business. For a full list, see all templates, publications and resources. Read more
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Business productivity and profitability Publications & resources
Client information booklet cover

Client information booklet

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This is a comprehensive client information booklet (or data collection booklet) that can be used by investment or insurance advisers to collect all the required information needed to draft a Statement of Advice. The booklet is designed in modular form so that only specific sections need to be provided to clients, based on the scope of advice and terms of engagement. Use this... Read more
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Business productivity and profitability Publications & resources
Kiwisaver client information booklet cover

Client information booklet: KiwiSaver

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This client information booklet or data collection booklet has been designed for financial advisers who need to collect all the required information to enable them to draft a Statement of Advice for KiwiSaver clients. Use this booklet in conjunction with our corresponding KiwiSaver SoA template. Read more
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Training Courses

Client Onboarding – First impressions drive lifetime outcomes

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Aim: To outline the importance of the client onboarding process, and present proven strategies to develop an onboarding process that will create a positive impact with clients. Outcome: Completion of this module will: refresh advisers' knowledge of the importance of client onboarding enable advisers to assess their own onboarding processes and, if necessary, amend their... Read more
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Business productivity and profitability Services

Client relationship strategies

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The very emotional relationship that comes from giving an adviser your savings to invest is one that is only just beginning to be explored, and invariably it is the psychologists that are offering more useful insights that the management consultants. Finology or ‘the psychology of finance’ is one of the great breakthroughs in client relationship knowledge that has happened since the... Read more
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Business productivity and profitability Services
David Greenslade

Conference, roadshow and client seminar speaking

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Looking for a speaker for your conference, roadshow or client seminar? David Greenslade, executive director of Strategi Group, is an accomplished speaker on a range of topics relevant to financial advisers, QFEs and clients. Over the years, David has spoken at numerous adviser and corporate conferences, industry conferences in New Zealand and overseas, plus Million Dollar... Read more
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Business productivity and profitability Services

Consulting services

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Strategi has a reputation for being entrepreneurial, innovative and reliable. Over the years, Strategi has developed expertise in providing many consultancy services, including: Establishing QFEs and establishing retail adviser networks. This involves developing the concepts, recruiting advisers, training and supporting the advisers. Business advice and development... Read more
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Business productivity and profitability Services
David Greenslade

Corporate governance and board assistance

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David Greenslade is the executive director of Strategi and Strategi Institute and a director of Milestone Direct Ltd and Britannia Financial Services Ltd. He is a member of the Institute of Directors, has attended the Institute of Directors' five day course and keeps current with director issues and responsibilities. For a number of years, he has been an adviser and... Read more
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