Business productivity and profitability solutions

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

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

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

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

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

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

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

David Greenslade writes a number of monthly articles for clients to use on their websites or in their own branded newsletters. David is the author of a number of books, including ACES and Harness the Opportunity to Build Profitable Businesses. He is the publisher and editor of the Sales & Marketing Kit for financial advisers... Read more