Ongoing Service
For those clients where we have assisted in either the transitioning, transforming of their Business and/or we have carried out significant project work we recommend our Ongoing Services to ensure that the expected success from the initial implementation work is achieved.
“Less than 10% of strategies effectively
formulated are effectively implemented”
Fortune Magazine |
What we do know is that the vast majority of businesses fail to implement change, not because they don’t have the skills but more about having the time to focus on implementation and the need to ensure that both the required behavioural and operational changes take place.
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Would you build a Business Plan and not review it?
Would you build a Financial Plan for a client and not review it? |
By securing the support of a Business Coach/Consultant and introducing a structured Review process Businesses can expect much greater success in achieving their Business goals.
Level 1
- 4 Structured “Review” Meetings per year.
- Ongoing remote support
- Ongoing access to a Network of specialist Consultants
- Attendance at Client & Introducer Events.
- Discounted daily rates for future work.
- “Review Business Health Check” every 2 years.
Level 2
- 3 Structured “Review” Meetings per year.
- Ongoing remote support.
- Ongoing access to a network of specialist Consultants.
- Attendance at a Client & Introducer Event.
- Discounted daily rates for future work.
Level 3
- 2 Structured “Review” Meetings per year.
- Ongoing remote support
- Ongoing access to a network of specialist Consultants
- Discounted daily rates for future work.
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*Review meetings can be utilised to incorporate Board Meetings, Team Meetings and Strategic Partner Meetings
*Actual costs of all our services can be obtained by request.
Research shows that Financial Services Businesses that have introduced structured performance management and taken on board a Business Coach .................. have experienced over 70% improvement in profit.
Pivotal Consulting |
A typical Review Meeting Agenda
1. Overview by Business Partners & Client Service Manager on how the new Business Structure is working. - Staff & Systems.
2. Review delivery of new client process & client feedback gained.
3. Review delivery of ongoing client service levels & client feedback gained.
4. Review new and existing client conversions %s across to Financial Planning Services.
5. Review new client & financial performance against targets.
6. Review performance against targets for migration of FUM (moving funds to earn greater recurring income for the business which in turn also supports clients in covering the cost of the enhanced service levels being provided).
7. Review service/performance being delivered by Outsource Partners.
8. AOB - Retail Distribution Review. Treating Customers Fairly. Additional support required etc.
All “Review” Agendas are personalised to each clients requirements. |
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