What structure looks like in practice.
Your firm already helps business owners make important decisions. TSBP provides the structure, practice and support for more of your team to deliver strategic business improvement advisory as a consistent, ongoing service.
The structure behind better advisory.
Strategic business improvement advisory needs three connected layers: the firm defines the service, advisers have a shared way to deliver it and clients understand the support they are agreeing to.
The firm model
What the firm agrees
What advisory includes, who it is for, how it is explained to clients, scoped and priced, and how the firm takes responsibility for delivery and rollout.
How we help
Starts with the Advisory Strategy Session, where leadership agrees the direction and priorities for the firm.
The adviser framework
How the team carries the work forward
Shared language and a practical process for understanding the client’s business and agreeing relevant support, backed by practice and guidance that develop advisers’ judgement and confidence.
How we help
Developed through Business Metamorphosis™ Advisor Training and Ongoing Support, using the Five Steps, practice and guidance.
The client journey
What the business owner understands and experiences
A clear path that helps business owners understand how the support relates to their goals, agree what they need and stay involved as progress is reviewed and priorities change.
How we help
Put into practice through the same training and ongoing support, helping advisers make each stage clear and relevant to the client.
Where does advisory still depend on a few people in your firm?
The Advisory Strategy Session helps your leadership team work through how advisory operates today and agree where to focus across the firm model, adviser framework and client journey.
Explore the Advisory Strategy SessionHow the structure works with clients.
The firm model sets out what advisory your firm offers and how it is delivered. The Five Steps to Better Advisory give advisers a shared process for putting that service into practice, from understanding a business owner’s needs to agreeing support, delivering the work and reviewing progress.
As advisers work through the process, the client experiences a clear journey: being understood, agreeing what matters and receiving support that stays relevant as their business changes.
The example below shows how the Five Steps connect the adviser’s work with the client’s experience.
The Five Steps in practice.
The Five Steps help advisers understand what matters to the business owner, agree relevant support and review progress as their needs change.
“Sales are growing, but I’m working longer hours and most decisions still come back to me.”
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Qualify
Understand whether there is a reason to explore further.
In this example Explore the owner’s concern about longer hours and decisions coming back to them.
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Prove
Understand the client’s position, goals and how they feel about the gap.
In this example Explore what the owner wants to change, why it matters and whether they want to act on it.
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Align
Identify what is getting in the way and agree priorities and scope.
In this example Agree whether clearer decision ownership would help, what to address first and what support is needed.
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Deliver
Provide support aligned to the client’s needs and goals.
In this example Help the owner put agreed responsibilities and decision processes into practice.
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Re-engage
Keep understanding current as the business and its priorities evolve.
In this example Review what has changed, where the owner is still needed and what comes next.
The steps unfold across the client relationship, with the pace and support shaped by what the business owner needs.
How we help your firm put this into practice.
Agree where to start
Advisory Strategy Session
Work through how advisory operates in your firm today, what you want it to become and what needs to change. Your leadership team agrees where to focus across the firm model, adviser framework and client journey.
Build the team’s capability
Business Metamorphosis™ Advisor Training and Ongoing Support
Help more of your team put the Five Steps to Better Advisory into practice. Training, practice and ongoing support help advisers develop their judgement and confidence, while supporting the firm to introduce advisory in stages and make it part of how the team works.
Work out what your firm needs next.
Explore what the Advisory Strategy Session involves and how it helps your leadership team agree where to focus. You’ll find the session details and how to book on the next page.