Supporting a sustainable future Masthead logo


We believe there are a number of areas that should consistently form part of a transition journey when adapting for the new world of advice.

These modules focus on the key elements that will contribute to moving your business forward, and by completing all six you can truly evolve your business model.

Training modules have been developed in collaboration with Masthead.

Business Planning

Map out a plan of where you are now, where you want to be and the steps for getting there.

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Understanding the client

Shape your proposition by understanding your customer profile and segmenting your client base.

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Investment Planning Process

The solutions you offer are a key element of re-shaping your business model. Could you be spending more time with your clients?

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Profitability Analysis

How can a full analysis of income, expenses and cash flow help to define your new priorities?

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People Assessment

Your people are your most important asset. How do they fit in with your aspirations and your business plan?

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Operational Efficiency

Analysing your processes can help you drive down cost, be more efficient and raise profits.

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