Consulting services

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 assistance to advisers, QFEs and networks.
• Working with QFEs and networks to develop model portfolios, investment solutions and investment policy statements.
• Development and maintenance of best practice manuals for adviser networks and QFEs.
• Developing and maintaining templates for adviser networks.
• Board representation within adviser practices.
• Business structure advice.
• Developing structures and agreements for strategic alliances.
• Practice valuations and conducting due diligence on adviser practices for buyers or sellers.
• Preparing businesses for sale, merger or acquisition.
• Writing and producing newsletters for advisers.
• Marketing campaigns for investment and risk advisers.
• Training and development of front end reporting for users of wrap platforms and CRM solutions.
• Designing and conducting training for you and your staff.
• Development of adviser websites for networks.
• Developing the agenda for and facilitating adviser conferences.

How much will it cost?

The consulting assignment will be priced once the extent of the engagement is known. The most appropriate Strategi member will be used for the assignment thereby keeping costs to a minimum. Strategi can work on:

• An hourly rate supported by timesheets.
• An estimate of the price then support final invoice with detailed timesheets.
• A fixed price quote.

Contact us for more information or to discuss your consulting requirements.