Learn from Brad Fox, Managing Director at SmartBrave Consulting, as he guides you through the process of creating an effective strategic roadmap to not just future-proof your business, but a strategy to thrive in 2020 and beyond.
Discover how to unlock the most powerful tool in your saleskit - "stories" with Eleece Quilliam, National Manager of Invesco Consulting Australia.
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Netwealth portfolio construction series - Hybrids: opportunities, challenges ...netwealthInvest
Chris Joye, Co-CIO at Coolabah Capital Institutional Investments and contributing editor with the Australian Financial Review, provides an update on the current hybrids market and the opportunities available for Australian investors looking to access the unique risk and return features of this asset class.
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• What can Australian advisers learn from global trends in financial advice?
• How technology and robo-advice is changing the US market
• Understanding the growth in ETFs and Managed Accounts
• What successful advisers focus on
• What do clients really value?
Startup Investing 101 - Learn how to invest in startups.
As one of the leading online startup investing marketplaces, Onevest's vision is to make investing in privately held companies easy by providing a gold standard in deal flow that matches your specific areas of interest. You tell us what you like, and we deliver just that.
Webinar Agenda
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2. What type of due diligence should I do before making an investment?
3. What happens after I invest in the startup?
4. What type of return on investment can I expect?
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About UCI Applied Innovation:
UCI Applied Innovation is a dynamic, innovative central platform for the UCI campus, entrepreneurs, inventors, the business community and investors to collaborate and move UCI research from lab to market.
About the Cove @ UCI:
To accelerate collaboration by better connecting innovation partners in Orange County, UCI Applied Innovation created the Cove, a physical, state-of-the-art hub for entrepreneurs to gather and navigate the resources available both on and off campus. The Cove is headquarters for UCI Applied Innovation, as well as houses several ecosystem partners including incubators, accelerators, angel investors, venture capitalists, mentors and legal experts.
Follow us on social media:
Facebook: @UCICove
Twitter: @UCICove
Instagram: @UCICove
LinkedIn: @UCIAppliedInnovation
For more information:
cove@uci.edu
http://innovation.uci.edu/
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An introductory crash course on the typical legal and business terms involved with, and negotiated in, venture capital fundraising including SAFE, Convertible Note, Series Seed and Series A financings.
Considerations for a sustainable corporate venture program by Robert Ackerma...the Hartsook Letter
Reputation is Key to the Success/Failure of a CVC Program
* Corporate Venturing is Here to Stay
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* Working with the Venture Community is Critical
* Every Transaction, Every Engagement, Every Partnership contributes to the Corporate Reputation
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Social business or social enterprise needs careful planning. This slide series was developed and presented for the Social Business Launch Pad seminars by William P. Kittredge, PhD. The Social Business Launch Pad is a joint education seminar series co-sponsored by the Yunus Center at AIT and the Thai Social Enterprise Office http://www.tseo.or.th/
Venture Capital Funds 101: Understanding How They Are Structured and Operated...UCICove
About UCI Applied Innovation:
UCI Applied Innovation is a dynamic, innovative central platform for the UCI campus, entrepreneurs, inventors, the business community and investors to collaborate and move UCI research from lab to market.
About the Cove @ UCI:
To accelerate collaboration by better connecting innovation partners in Orange County, UCI Applied Innovation created the Cove, a physical, state-of-the-art hub for entrepreneurs to gather and navigate the resources available both on and off campus. The Cove is headquarters for UCI Applied Innovation, as well as houses several ecosystem partners including incubators, accelerators, angel investors, venture capitalists, mentors and legal experts.
Follow us on social media:
Facebook: @UCICove
Twitter: @UCICove
Instagram: @UCICove
LinkedIn: @UCIAppliedInnovation
For more information:
cove@uci.edu
http://innovation.uci.edu/
Venture Financings 101 (SAFEs, Convertible Notes, Seed and Series A) | Bardia...UCICove
An introductory crash course on the typical legal and business terms involved with, and negotiated in, venture capital fundraising including SAFE, Convertible Note, Series Seed and Series A financings.
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What will you learn?
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Providing direct support in delivering sustainable change.Guy Jones (ACMA)
In a business environment where change is the norm... Senior Leader Strategic Support is about providing direct support in delivering sustainable change.
Supporting senior leaders and their teams, I bring value into your organisation by working directly with colleagues to create and deliver activities and initiatives, within the four elements of sustainable change (shared purpose, strategic planning, colleague engagement and performance management), so as to increase engagement, buy-in and accountability.
This presentation explains Right Lane's integrated approach to managing your growth strategy.
1. Articulate a clear growth strategy
2. Align your resources with your strategy
3. Actively lead the program
4. Adopt effective disciplines to manage the program
5. Build and maintain a fact base
Professional Advisors Alliance; PAA believes that working with firms in a true strategic partnership offers the best model for success. So we work with you on a consultative basic to help you make the right choices for your practices. If you are a CPA or Lawyer, together we can make a difference. For a free, no-obligation Firm Assessment, contact me today.
Channel Transformation & The Role of Incentives360insights
How do you go about designing effective incentive programs that incorporate best practices, achieve transformational goals and positively impact channel behavior? At our recent webinar, Channel Transformation: Influencing Behavior with Incentives, presenters, Maria Chien, Service Director, Channel Marketing Strategies @SiriusDecisions, Lisa Penn, Chief of Staff, Global Partner Marketing @SAP, and Steve Kellam, VP of Global Alliances @360insights outline key tactics on how to do this.
In this SlideShare, Richardson discusses how decreasing customer loyalty, higher expectations, and constant competitive threats are making forecasted business from your best customers anything but a certainty. Richardson analyzes how to Driving Key Account Growth by Planning and Execution to Access the White Space.
From defensive to offensive growth during the pandemic generated by COVID-19Elena Badea
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The ROI of Management Consulting: How It Pays for Itselfcapivisgroup
In today’s competitive business environment, maximizing efficiency and achieving sustainable growth are constant challenges. Management consulting firms offer a powerful solution, leveraging expertise and experience to help businesses optimize processes, develop effective strategies, and ultimately, drive profitability. But a common question lingers: can you truly justify the investment in management consulting? The answer lies in understanding the Return on Investment (ROI) that a well-chosen Business Management Consultants Durham partnership can deliver. Let’s explore ROI with Capivis in this article.
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As an Army veteran dedicated to lifelong learning, I bring a disciplined, strategic mindset to my pursuits. I am constantly expanding my knowledge to innovate and lead effectively. My journey is driven by a commitment to excellence, and to make a meaningful impact in the world.
"𝑩𝑬𝑮𝑼𝑵 𝑾𝑰𝑻𝑯 𝑻𝑱 𝑰𝑺 𝑯𝑨𝑳𝑭 𝑫𝑶𝑵𝑬"
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Sports events - Golf competitions/billiards competitions/company sports events: dynamic and challenging
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8. 5 Key Learnings for today
1. The importance of thinking strategically and how to do it
2. The forces that practice owners must consider in forming their plan
3. The essentials to a good strategy
4. How to win supporters to your plan
5. Courage to act
9.
10. Strategic planning challenges you
to let go of things
that have been successful
in order to find
what will be successful
in the future
11.
12.
13. Strategic planning challenges you
to let go of things
that have been successful
in order to find
what will be successful
in the future
14. A strategic change is needed when
there is a Paradigm Shift
Paradigm Shift
A significant change in the way an individual or a
group perceives something, and the old
paradigm is replaced by a new way of thinking
Exposure to new information or experiences may
make you realise your belief or perspective is
incomplete, or wrong
Business Paradigm Shift
The methods by which your businesses goals will
best be accomplished in the future are
significantly different from how they can be
achieved today
15. Principles of Change
Three conditions must be met before a person can change:
• The person perceives a need to change
• The person perceives that he or she has the capability to change
• The person is ready to change
• (usually happens when there is more pain to stay the same rather than to try and change)
Perceived
Need
Perceived
Capability
Ready to
Act
16. Pick the
Trends
What will
successful
businesses
look like in 5
years time?
Define
Your Vision
Identity
+
Purpose
+
Strategy
Change
Analysis
What do we
have to
change to
achieve our
vision?
Win
Supporters
Give your
team and
stakeholders
ownership in
the strategy
Build the
Plan
Define and
prioritise the
important
actions to
take; celebrate
wins
Focus
Courage
Coping
Competence
Confidence
Insight and Context
7-Step Strategy Master Plan
18. Insight: Forces of Change
Here are some of the forces that you may need to consider:
• Education Standards – costs
and timing to complete
• Supply of key staff – advisers
and paraplanners
• Cost to your practice of a user
pays environment – no more
subsidies
• Client service packages – tiered
and profitably priced
• Non-traditional advice and
revenue streams
• Sources of new prospects
• Brand and reputation
management
• Consumer expectations of
value
• Remediation projects
• Process improvement
• Need for strategy – it isn’t easy
• Need for leadership and vision
19. Insight: Forces of Change
Top 5 Forces that will Change Your Business
FORCE (Paradigm Shift) IMPACT (How will you have to change)
1. Removal of Grandfathered
Commissions (excluding life
insurance)
What % of your revenue is at risk?
How can you engage those clients (if they are ideal clients for your practice) and implement
a fee structure?
What communication strategy will you have to these clients in the next 12 months?
2. Active regulation of advice fees
being paid from superannuation
How will this affect your current collection of fees?
How will you transition existing clients to more fees paid from cashflow?
What new services will be required to show value? Will the advice be tax deductible?
3. Client/Prospect expectations
from Financial Advice are changing
fast
Financial advice has to change to stay relevant as society is changing.
How can your service offering be reinvigorated, repackaged or reinvented?
Can your practice capitalise on the societal shift toward spending on wellbeing?
4. Fees for No Service Risk – need
to engage every client annually
(and profitably)
What is the appointment capacity of your practice?
How many clients can you serve in a year, and at what level of engagement?
Should you change your service packages? Should you offer transactional advice?
How much do you need to charge per client? Do you need to sell C’s and D’s?
How can you increase capacity (hiring; process change; tech etc)?
5. Threat that Risk Commissions
are banned or further reduced
How reliant is your practice on new risk commissions?
Can you experiment with a combination of an advice fee and commission for risk advice?
If you are heavily insurance-focussed, can you expand to other advice areas?
20. Pick the
Trends
What will
successful
businesses
look like in 5
years time?
Define
Your Vision
Identity
+
Purpose
+
Strategy
Change
Analysis
What do we
have to
change to
achieve our
vision?
Win
Supporters
Give your
team and
stakeholders
ownership in
the strategy
Build the
Plan
Define and
prioritise the
important
actions to
take; celebrate
wins
Focus
Courage
Coping
Competence
Confidence
Insight and Context
7-Step Strategy Master Plan
21. Pick the Trends: What will the most successful
practices be doing 5 years from now?
1. All clients re-sign every year (No more opt-in)
• annual engagement agreements
• most fees collected monthly by DD from their cashflow
6. Video conferencing accounts for 70% of appointments
• advisers now average 25 appointments/week
• average appointment time down to 30 minutes
2. 80% of clients use the practices’ branded software
• receive notifications of transactions thru the app
• client provides data into the app at least monthly
7. Practices are larger
• average is 6 advisers rather than 3 today
• CEO; effective use of outsourcing; pool of graduates.
3. A new revenue stream from Transactional Clients
• single-event advice priced to be profitable to the practice;
valuable to the client
• maintain regular communication and be there for their next
advice need
8. Practices stick to their niche
• all ongoing service agreement clients are “ideal clients”
• reciprocal referral arrangements for non-ideal clients
between advice practices
• conversion of prospects is one-third of what it is today
4. Level commission on life insurance
• insurance advice has an upfront fee (non refundable) plus
level commission on successful implementation
9. Technology is pivotal to compliance
• file notes are all created using voice to text
• SOA compliance checked with AI driven reg-tech solution
• Practice tech-stacks expand as wholistic solutions fail to scale
5. Wellbeing Advice has replaced Goals Based Advice
• Advice is now centred on each client’s life achievements and
relationship with money
• life and career coaching are part of the service offering
10. Growing. FAST.
• There are less practices and less advisers. Smart, brave
decisions have improved service delivery. Clients pay more.
• Profitability is back to 35-40% EBIT
23. Pick the
Trends
What will
successful
businesses
look like in 5
years time?
Define
Your Vision
Identity
+
Purpose
+
Strategy
Change
Analysis
What do we
have to
change to
achieve our
vision?
Win
Supporters
Give your
team and
stakeholders
ownership in
the strategy
Build the
Plan
Define and
prioritise the
important
actions to
take; celebrate
wins
Focus
Courage
Coping
Competence
Confidence
Insight and Context
7-Step Strategy Master Plan
25. VISION =
IDENTITY PURPOSE STRATEGY+ +
Highly trusted, innovative,
community connected people
That consistently makes a
positive impact on the life of
every client
By educating them about money,
decision making, lifestyle choices,
and keeping them focused on
getting the most from their life
+ +
Hard working, life insurance
experts
Ensuring our clients have the
protection they and their
family need and can afford
Through proactive reviews, health
improvement, and personal claims
management
+ +
Safe and conservative
investment focused experts
Helping HNW clients grow and
maintain intergenerational
wealth whilst minimizing tax
Through the use of trusts, active
asset allocation using index
funds/ETF’s and direct held
investments.
+ +
27. Pick the
Trends
What will
successful
businesses
look like in 5
years time?
Define
Your Vision
Identity
+
Purpose
+
Strategy
Change
Analysis
What do we
have to
change to
achieve our
vision?
Win
Supporters
Give your
team and
stakeholders
ownership in
the strategy
Build the
Plan
Define and
prioritise the
important
actions to
take; celebrate
wins
Focus
Courage
Coping
Competence
Confidence
Insight and Context
7-Step Strategy Master Plan
28. What do we have to change?
Characteristic Describe the change Priority
Order
Brand/Identity
Culture/behaviours of our team
Our advice/practice philosophies
Client service/Value proposition
Ideal Client
Fee model/Revenue Mix
Scale of our practice
Talent/Skills/Education of our team
Location/s
Use of technology
Communications/Marketing
COI’s/Networks
Other
29. Pick the
Trends
What will
successful
businesses
look like in 5
years time?
Define
Your Vision
Identity
+
Purpose
+
Strategy
Change
Analysis
What do we
have to
change to
achieve our
vision?
Win
Supporters
Give your
team and
stakeholders
ownership in
the strategy
Build the
Plan
Define and
prioritise the
important
actions to
take; celebrate
wins
Focus
Courage
Coping
Competence
Confidence
Insight and Context
7-Step Strategy Master Plan
30. Win Supporters - MOSTLY
1. Messaging Clarity; Passion; Conviction, Consistency, Persistency
2. Offsite Remove all distractions; get them mindful
3. Straight talk No subtleties, but make sure it’s a two-way
conversation. Usually needs an external facilitator
4. Translate Make sense of things; Share the changing
paradigms; what happens if we don’t change
5. Lead Engage the Protectors; Inspire the Innovators
6. Yourself Role model what you expect from others
32. Pick the
Trends
What will
successful
businesses
look like in 5
years time?
Define
Your Vision
Identity
+
Purpose
+
Strategy
Change
Analysis
What do we
have to
change to
achieve our
vision?
Win
Supporters
Give your
team and
stakeholders
ownership in
the strategy
Build the
Plan
Define and
prioritise the
important
actions to
take; celebrate
wins
Focus
Courage
Coping
Competence
Confidence
Insight and Context
7-Step Strategy Master Plan
33. Build the Plan
What do we want to achieve? By When? / /
Why is this important to our strategy?
How will we achieve it?
Task to be done Resources
Or Help
Celebration
Milestones
Owner Consults
34. Focus Area 1. Future Proof RR
What do we want to achieve? By When? 30/09/2020
We want to future proof our recurring revenue stream from the risk of legislative changes
Why is this important to our strategy?
Recurring rev is the lifeblood of our practice, and the driver of its valuation. We believe it is likely that legislative change
will remove Grandfathered Inv and Super Commissions, and intro a ban on ongoing advice fees paid from superannuation
How will we achieve it?
Task to be done Resources
Or Help
Celebration
Milestones
Owner Consults
Develop a client proposition for accum clients that take all fees as
monthly direct debits. Focus on tax-deductibility benefits, growth in
super balance, and reduction of debt. Package agreed by 21/12/2019
Accounting
practice doing
this already
Marketing
materials
complete
15/2/20
Melissa Advisers
Licensee
Tier our client base and determine our targets (A & B clients) to switch
to this prop – complete switches by 30/9/2020; sell our C and D clients
X-Plan 1st 10 switches
Sale by 31/3/20
Paul Advisers
CX
All new clients placed in this package from 1/4/2020; only accept new
ideal prospects (A’s and B’s); Refer others out.
Train Value
proposition
Each 5 new
clients
Kate Advisers
Review and make changes if necessary in June 2020 Decisions 30/6 Paul Advisers
35. Focus Area 2. Ignite Organic Growth
What do we want to achieve? By When? 01/07/2021
We want to reignite organic growth to achieve sufficient scale to restore our profitability to a 35% EBIT (now 22%)
Why is this important to our strategy?
We lost focus on growth during recent years of industry change and profits have fallen. New business growth is the
preferred way to increase revenue rather than the risk of buying someone else’s book/business.
How will we achieve it?
Task to be done Resources
Or Help
Celebration
Milestones
Owner Consults
Use a consultant to train our entire business on getting referrals
including changing our systems to make activity habitual - start Jan ’20.
Measure all related activity
Consultant First training
3/2020
30% increase in
mth-on-mth
referrals
CEO Licensee
Develop three referral campaigns using social media marketing Marketing
$30k budget
Attaining min
80 leads per
campaign.
Convert 25%
Sarah Licensee
CEO
Twice p.a. train our existing and new COI’s by presenting case studies
of our successes with their clients – combine with a social setting
One client to
present/speak
2 leads per
month per COI
CEO Advisers
Sarah
36. Pick the
Trends
What will
successful
businesses
look like in 5
years time?
Define
Your Vision
Identity
+
Purpose
+
Strategy
Change
Analysis
What do we
have to
change to
achieve our
vision?
Win
Supporters
Give your
team and
stakeholders
ownership in
the strategy
Build the
Plan
Define and
prioritise the
important
actions to
take; celebrate
wins
Focus
Courage
Coping
Competence
Confidence
Insight and Context
7-Step Strategy Master Plan
37. Focus
• Don’t sweat the detail (until you need the detail)
• To be clear is to be kind
• Find a rhythm that works for your team
• slow and steady, or project driven
• square pegs in square holes
• AVOID burnout and change fatigue
• Be an optimist AND a realist
• Develop a growth mindset that sees setbacks as temporary
• Be prepared to pivot your plans
• Report regularly on progress (and keep these sessions away from
‘business as usual’ stuff)
• Reward effort, attempts, wins and lessons
39. Are you Ready to Act?
Perceived
Need
Perceived
Capability
Ready to
Act
40. Pick the
Trends
What will
successful
businesses
look like in 5
years time?
Define
Your Vision
Identity
+
Purpose
+
Strategy
Change
Analysis
What do we
have to
change to
achieve our
vision?
Win
Supporters
Give your
team and
stakeholders
ownership in
the strategy
Build the
Plan
Define and
prioritise the
important
actions to
take; celebrate
wins
Focus
It takes
courage to
start, and
confidence to
stay focussed
Insight and Context
7-Step Strategic Master Plan