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.
Regulatory risk has a very real impact on business, and with the Quality of Advice Review there is a risk of change and in turn costs. However, the greater cost may be in paralysis driven by unnecessary uncertainty.
This quick tip covers the pros and cons of listing your email address or team email addresses on your website, which is particularly relevant for professional advisers in trusted positions, such as financial advisers.
Here are three helpful videos that provide businesses advice on managing common mistakes, unprofitable clients, and complex change.
Perhaps, someone has set up a Calendly for you, but you need to know what to do beyond rocking up to appointments. This article is for you.
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.