Your Business Improvement Advisory Roadmap.
Build a clear advisory model for your firm, then develop your team’s capability through Business Metamorphosis™ Advisor Training and ongoing support.
Advisory Strategy Session
Start with a clear direction for your firm.
Your firm already provides valuable business advice. The starting point is agreeing what strategic business improvement advisory should look like in your firm and how more of your team can deliver it consistently.
The Advisory Strategy Session helps your leadership team work through those decisions and agree where to focus first.
Together, we work through:
The service
What advisory includes, who it is for and how it is positioned, scoped and priced.
The delivery
Who takes responsibility and what the team needs to deliver the work.
The priorities
What needs to change across the firm model, adviser framework and client journey.
Agree a clear direction and priorities for strengthening advisory across the firm model, adviser framework and client journey.
Explore the Advisory Strategy Session
Advisor Training and Ongoing Support
Help your team put business improvement advisory into practice.
Business Metamorphosisâ„¢ Advisor Training and ongoing support help more of your team develop the judgement and confidence to lead strategic business improvement advisory.
The Five Steps to Better Advisory give them a shared process to practise and use with clients.
Put the learning to work across your firm.
Training, practice and ongoing support connect the adviser’s process with the client’s experience and the firm’s day-to-day delivery.
Develop the adviser framework
Build shared language and judgement through practice with the Five Steps. Help advisers understand the client’s business, explore what matters and agree appropriate support.
Make the client journey clear
Help owners feel understood, see how the support relates to their goals and agree what happens next. Review progress together as their priorities change.
Support implementation
Introduce advisory in stages. Give the team opportunities to apply their learning, work through questions and strengthen delivery with ongoing support.
Leadership sets the direction and creates the opportunities to practise. Training and ongoing support help the team build the capability to carry it forward.
Book a call with Lynda