What I do starts here.
Simply Kaizen Consulting
Simply Kaizen is a consultancy specialising in advice systems and process for advisers and licensees. Patrick’s experience spans every aspect of the advice process and management. Having worked with practices nationwide, he is best known for bringing innovation and technology to advice.
We make websites for financial advisers and licensees. Brilliant value, excellent quality, and centralised compliance management. We’re making it refreshingly simple to look great online.
In this blog, the first in a series covering mergers and acquisitions, we’ll be covering what to do to start getting your financial advice business ready to acquire.
Learn about our approach to remote work for our Brisbane-based team, which we’ve been embracing since 2019.
Learn the impact of Google reviews in financial advice, managing feedback, and strategies for effective review collection.
Let’s consider what a ‘fit for purpose’ advice record could mean, what it doesn’t mean, and what you can do today.
This post explores the importance and potential of overlooked client segments in financial advice, and how effective management of these groups can enhance a practice’s diversity and value.
Exploring the unintended impact of Fee Disclosure Statements in financial advice segmentation models, this post sheds light how segmentation has changed and underscores the importance of a segmentation strategy in managing your business.