Has your investment proposition become too complicated?
A practical way to understand the choices your firm offers, decide what each one is for and identify where a simpler approach could help.
Read the insightInsights & tools
A fresh perspective on familiar challenges.
Practical thinking for the decisions behind a wealth or advice business. Read an insight, work through a checklist, or use the questions to start a conversation.
Latest insights
Where is your advice firm losing time?
Before adding another system or more people, look closely at how work moves through the firm and where it becomes difficult to finish.
Read the insightDoes your service model support the growth you want?
Bring client needs, service commitments, delivery effort and pricing into one conversation before deciding where the firm should grow.
Read the insightPractical tools
Make space for
the right questions.
Where is work getting stuck?
Nine questions to help your team identify unclear handovers, repeated work and opportunities to improve capacity.
Use the checklistDoes every investment option have a clear purpose?
Nine questions to help you examine the structure, delivery and oversight of your firm's investment proposition.
Use the checklistAre you clear about the work after an acquisition?
Nine questions to help an acquiring firm identify integration decisions, dependencies and responsibilities before delivery begins.
Use the checklistYour next step
Facing a similar decision?
Bring the questions these ideas raise for your firm. We can help you work through what deserves attention next.