Chatswood offers management consulting for financial adviser businesses. These are focused on the areas where we have the greatest potential to add value to you, leveraging the breadth of sector information we get from our industry data services.
Adviser Business Strategic Planning
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.
Advice Process Management
What does good advice look like to you? Each business has its own view of what good is. It is often a struggle, either to articulate that view, or to get agreement within the team so that there is an agreed standard that can be used to manage the business. We love those challenges. I help you discover, understand, and document your vision. The documentation of your vision leads to defining your advice process. It becomes your most reliable adviser team management tool.
Adviser business valuation Service
We offer basic, complex and full sale valuation services. Our valuation service follows a set procedure that works to assist clients with all aspects of valuing a business. Using our database, we are able to complete the valuation service, provide a letter of advice and offer after-service support. In cases where the expertise of a Chartered Accountancy firm is required we integrate well with an accounting valuation approach. A great tool if you want to prove value so that you can borrow, buy, sell, or offer staff incentives based on valuation.
Industry News and Training
Keep up to date with the changes across the sector with the most comprehensive review of product, price, promotion, people, strategy, and the legal and regulatory environment. All supported with quarterly training that allows your team time to ask questions and make better recommendations based on up to date intelligence.
Digital Advice Strategy
For advisers keen to invest in advice automation, we can extend to you the lessons of years of investment and research into the field. The challenge is not to merely digitize your current process, but to crush complexity so clients using small screens stay engaged long enough to seek your advice.
Advice Bench-marking
An emerging service. Through the advice check service, we compare recommendations with both actual packages bought, standard models for advice, and common advice goals. It allows you to understand in aggregate how your advice business is performing against the market as a whole.
Annual Review Process
An emerging service. Enhancing annual reviews show that they show clients how their coverage compares to common goals and typical cover amounts purchased. It allows you to provide meaningful and engaging information in annual reviews without lots of manual work.
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