A sale is not the only way to change your business life.

Is there anything in your daily business life that you do not like doing or perhaps find tiresome or complicated to achieve? If there is, then maybe we can help you?
The consultancy arm of our business, specialises in helping IFAs, find new ways to deal with old problems, as well as getting to grips with the demands of an ever-changing IFA landscape.

Over a twelve-year period, we have worked with many IFAs, introducing them to new techniques and ideas that have significantly changed their working lives.So how do we work?

Some issues are simple to fix, some need more thought, what we will not do is give you an off the shelf plan that is trotted out to all IFAs and then let you get on with it. I have been an IFA for a very long time, and from personal experience, I know this approach does not work.

IFA businesses are similar but different. If appointed to work with an IFA, we base our approach on the “OODA Loop Decision Making Model.”  This is a simple logical technique where we:

Observe– We listen, ask questions, and take the time to understand your business and how it currently works.
Orient- We analyse the-information that you have provided, prioritise needs, provide insights and reflect on what has been discovered during our discussions and observations. We consider what the best plan of action is based on what you wish to achieve. Until we have a discussion, some IFAs that have been trading the same way for years are unaware of simple changes that can improve their business life.
Decide– We then  make suggestions towards an action or response plan, taking into  consideration all of the potential outcomes.
Act-  The most important part,  we will help you enact the plan.

Recently we have emailed you  about the potential benefits of selling the tail of a business, this is just one example of where we can help make a potentially life changing event for IFAs.
From the conversations I’ve had, it’s apparent that where there is interest,  a sale still needs careful thought to consider giving up something that has been worked on and nurtured for many years, some IFAs have admitted they find it difficult to let go. 

We are helping with this thought process, explaining the benefits post disposal, not least the immediate cash injection. We are providing insight in to how to segregate a client bank, and, if the IFA decides to proceed, helping to communicate the decision to the clients.

I would be glad to hear from you personally, if you wish to discover more about how we can assist your business achieve its aims.

As always, any first meeting is at our expense.