Put simply – sensible strategic planning focused on identifying the right next steps for ambitious adviser businesses. Without pre-conceptions we start with a robust environment review, we guide you through the classic steps in strategy development, with a constant eye on testing your assumptions and right-sizing strategy to match your capability. Follow up engagements allow us to help guide implementation of the plan and course correct at regular intervals.
We fill industry knowledge gaps to make certain that your company is managed in a manner that is both customer-centric and operationally sustainable. Scanning the advice environment and providing you with insights based on a broad market view, an outsider’s view, is a key part of the process.
Enabling you to identify internal capability, culture, and work out how that connects to current environment through strategic choice is another key strength. We usually do this through facilitating work with your senior team.
We are also able to provide input by either attending advisory board meetings
We provide services that assist in the governance of your business. Through our formal and informal input on matters relating to planning and policy decisions, we can offer our services that act as an executive support system and provides your company’s board of directors with strategic advice that will help ensure the adaptability and longevity of your business.
An adviser looking to …. An adviser business looking to expand or one with multiple advisers would equally benefit from this service as it means that the advice process is specially designed to meet the regulatory requirements as well as the collective needs of advisers; meaning the advice process is more likely to be followed.
By listening to an independent voice, you gain perspective. We can bring new ideas to the table. We can also help to resolve conflict between competing visions for your business. Often data exists to inform a choice that you may have made in the dark – identifying that is a core competence of ours.
When our adviser business strategic planning is necessary
- Business process reengineering
- Objective judgement of practices and processes
- Buy in or buy outs
- Setting company policies
Call to action
To learn more about our adviser business strategic planning service and pricing contact Russell Russell.Hutchinson@chatswood.co.nz or Jerusalem Jerusalem.Hibru@chatswood.co.nz or call us on 09 480 9535 or complete the form below.