Wanting to increase your revenue?

22 MAY 2023

Providing more services usually generates more money. It can also lead to clients remaining with you longer and this can also translate to an increase in your business value. The process is easy if you follow this three-step plan.

1. Gain the additional competence, knowledge, and skill. This is quick and easy. Just contact the team at Strategi Institute and they can enrol you on the right level 5 specialist strand plus talk you through the various ways to undertake your study- including our new evening tutorial classes. It could be as cheap as $750 plus GST.
2. Update disclosure templates: You will need to amend your three disclosure templates to reflect the wider range of products and services you provide. Strategi can provide you with templates to do this or else can customise your documents so they are ready to use. Contact us for details on the right solution.
3. Build new advice documents: This involves making some tweaks to your website, amending the FAP documented advice process, expanding your scope of service document and producing a new statement of advice template. Strategi can assist with this and provide either a customised or package solution to meet your budget. Contact us for more details.