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.
Client service, delivered digitally, includes a basic and often overlooked element. How to hyperlink effectively.
Need advice on how to improve imagery and design on your advice website? This article will give you the essentials to create an engaging web experience.
Learn about the benefits of moving your team to esignatures, and the drawbacks of sticking to the status quo with wet signatures.
Identify ‘quick wins’ and ‘no brainers’ for your business in order to save time and money. Learn when its worth your time to streamline a process.
We all want quick wins. Here are four steps to help you identify manageable productive change to improve your business over the coming years.
Introducing Total Cost to Serve, which considers both cost and human elements in process design.