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 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.
Four insightful videos on creating digital content, gender assumptions in financial services, client segmentation, and eliminating risk.
Being open to change and having a continuous improvement mindset are great things, but stubbornness can have value too.
Three videos that provide advice on avoiding common CRM mistakes, blaming the process not the person, and understanding how a lack of ownership can stall improvement.
Client service, delivered digitally, includes a basic and often overlooked element. How to hyperlink effectively.