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Strategic Consulting & Training
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If you want to help your dream client make change, work first on winning the battle for trust.
Your dream client knows that they have a problem (go here for a definition of dream client). They know that their problem is serious, that it is hurting their results, and that it is costing them m...
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What is the promise you're making to your customers that both really matters to them and makes you different from your competitors? 
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Seven Strata of Strategy
by Verne Harnish "Growth Guy" 

The challenge is balancing all the complexities of strategy while keeping it coherent and simple. 
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It’s critical to have a way to make a client want to do business with you instead of another adviser.
Learning how to connect and engage with clients and potential clients is a crucial weapon in the financial planner’s armory that is too often overlooked in favour of technical skills and compliance...
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Agree. The difference between you and your competitors is you. Show the real you. 
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Have them in circles
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Moral = Never take success for granted.
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This post is part of a series in which LinkedIn Influencers share the best advice they've ever received. Read all the posts here. One of the best pieces of advice I’ve ever received sounds pretty
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Advice professionals don’t take commissions. ~ +Jim Stackpool 
#DeliveringCertainty  
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Listening intently isn't just for journalists. Here's how to sharpen your interviewing skills to get the most out of your connections. 
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thanks Jim - appreciate that!
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People
Have them in circles
72 people
Richard Carter's profile photo
James Cruz's profile photo
Marina Apperley's profile photo
RISHABH SURANA's profile photo
Ken Faulkenberry's profile photo
April Ruciglliano's profile photo
Alexander Tees's profile photo
Contact Information
Contact info
Phone
+61 02 8966 9135
Email
Fax
+61 02 9976 3450
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Helping you build a world-class, advice-led financial planning practice.
Introduction

Strategic Consulting and Training was formed in 1992 to provide specialist consulting and training services to improve the profitability, scalability, productivity and valuation of financial advisory businesses.

SCAT has developed proven best practice advice models and counts some of Australia's best financial services firms and institutions as clients:

Through Dashboard, SCAT maintains the largest repository in Australia of financial services firm data - Dashboard shows you the characteristics of high profit firms in key performance areas.

We also run the Cultivating Advice program which assists advisers build world-class, advice-led financial planning practices. The Cultivating Advice program provides month by month accountability and follow-up for all participating firms. It is delivered either within specific firms for fast implementation, acceptance and customisation for specific firms or in a workshop approach where like-minded groups of firm Principals workshop the implementation of SCAT's processes every quarter in a Sydney-based location.

We provide customised analysis and advice to a wide range of institutional clients seeking to transform their business to a best practice model.

We are thought leaders to the financial services industry - we regularly contribute analysis and features for the Australian press including Asset magazine and IFA; we have authored several white papers regarding industry trends; we are a regular third-party judge of best-practice advisers; we consult on practice management curriculum for Australian universities and institutions and our consultants are regular speakers on topics of practice growth at national and international forums.