I bring innovation and simplicity to advice
Business has been good, and you're itching to dive into a riveting chapter of growth. Now, take a moment and think about it. Are you scared? Good, because you should be. Acquisitions are like …
Continue Reading about So, you’re thinking about an acquisition… Part 1 →
In a world that's rapidly embracing remote work, we at Simply Kaizen have been working in remote teams since we started in 2019, and are always on the lookout for innovative ways to foster a sense of …
Continue Reading about Embracing Virtual Co-Working Spaces at Simply Kaizen →
In the realm of financial advice, we're dealing with a unique set of circumstances. We're a cottage profession, often representing relatively unknown brands, yet we're entrusted with high-value, …
Continue Reading about The Power of Google Reviews in Financial Advice →
Last week, Stephen Jones, Assistant Treasurer and Minister for Financial Services, announced significant changes to financial advice regulation over three streams, with the ‘Stream one’ to …
Continue Reading about A ‘fit for purpose’ advice record and what it could mean →
In the world of financial advice, we often categorise our clients into neat segments based on their revenue generation. While this is a practical approach, it tends to overlook some client categories …
Continue Reading about Client Segmentation Part 2: Unlocking the flavour of each client segment →
Casting back 15 years or so, the idea of client segmentation in financial advice wasn't given great weight. For many practices, it was a 'nice to have'. At the time, profitability margins were …
