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Creating more value for less

Less time, resources, energy and money

In July 2023, the stage was set for the Consumer Duty show. 

Has this presented you with a challenge or an opportunity?

Preparing for Consumer Duty was essential, but let's face it—the real opportunity extends far beyond this milestone.

Why? Because the landscape is shifting. Your clients' expectations are evolving, and the conversation is taking a new direction.

This can be an incredible opportunity for financial planners looking to stand out and establish themselves as trusted partners by elevating the quality and impact of money conversations and planning.

Consistently.

What does this mean for your business?  Are you ready to pivot your business into the future ?

Are you set up for success?

Meeting

Being the Trusted Partner your Client wants

We help forward-looking financial advice businesses to stand out by delivering outstanding service

Consistently. 

 

We achieve that by helping you to finesse your Client Journey - the backbone of your advice business, first. To deliver outstanding outcomes WITH your Client.  In a robust, sustainable and profitable manner. 

Mastery at your fingertips

Let's set your business on the client-centered path you want.

Without the extra costs that you don't want.

P.I.V.O.T. - a process that will help fastracks your results, whilst energising your business from its core.  In alignment with the Consumer Duty requirements.

Your Clients will LOVE it. Your Team will LOVE it.

Your Business will THRIVE.

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Energise your business from within

By energising money conversations and planning. 

P.I.V.O.T. conditions you to elevate
✅Client satisfaction

✅Quality and impact of planning and advice solutions

✅Team well-being and engagement
✅Business efficiency and productivity
✅Business profitability and development

Finess your planning conversations in 5 simple steps

Purpose

You create a safe space to uncover what's important to the person you're listening to. They feel seen, heard, understood and purposeful.

Itinerary

You take the stress out of money decisions by focusing on risk and impact. Your Client has a clear roadmap to guide future conversations and planning

Value

You give time, money and planning real meaning and create tangible value. Your Client understands the benefits of the plan, potential challenges and feels able to navigate uncertainty.

Outcomes

You articulate and communicate advice with clarity. Your Client understands the costs and opportunities. They feel empowered to make informed and timely decisions.

Toolkit

Your Client feels inspired and equipped to adapt their approach as needed.

You keep them on track, accountable and engaged whilst being aware of potential challenges and  vulnerabilities.

Make the progress you need. Faster

Decades of expertise distilled into practical and easy to implement solutions designed to help you take your Vision to the next level.

No matter where you are on your journey, this is designed with YOU in mind.

We offer a structured approach – a practical roadmap aligned with your firm's unique requirements.

Whatever the stage in your company's financial wellbeing journey or the specific challenges you face,

You'll gain invaluable insights into the real issues, options, and choices available to you.

This strategic approach will provide you with newfound clarity of focus, bolster your confidence, and empower you to take your organization's financial wellbeing initiatives to the next level.

Thank you for encouraging us to keep on doing what we do, helping us crystallise our thinking about how we do it and inspiring us to do it better! 

A really helpful session both structured and flexible enough for creativity. Really enjoyed it.

Carole Haswell, Financial Planner at Talking Finances

We don't just talk about financial wellbeing,

We make sure it's in everything you do.

And you can evidence that.

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