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.
If you want to be credible and referable, you want to get your website images right. Here’s how.
eSignatures are a great tool, but they’re an even better example of what’s wrong with innovation in advice.
Going beyond talking about quick wins, here are some of my favorites that I see on a regular basis.
We all want quick wins. Here are four steps to help you identify manageable productive change.
Introducing Total Cost to Serve, which considers both cost and human elements in process design.
What are you doing in the new year to make the whole year a success? Take control with these ideas.