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.
Have real conversations with your clients about their goals without it being weird. These 54 easy to use flash cards bring structure and fun to your client meetings.
Three informative videos that offer businesses advice on managing expectations, paraplanning problems, and business goals.
Three short videos that provide advice on decision-making, delegating responsibilities, and managing your micromanaging.
Four videos that explore naming conventions, SOA structuring, offshoring, and more.
Three videos with advice on creating content, anticipating needs, and managing for attention.
Three informative videos on writing emails concisely, avoiding ‘complexity creep’, and the role of choice in the trade-off between client experience and efficiency.
These videos offer advice on choosing new technology, avoiding mistakes on social media, and data integrity.