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Strategic Consulting & Training
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“Picking three forces you to get to the root of who you really are and what you stand for.” ~ Marc Lore
Flabbergasted. That’s how I felt when my recent business idol, Marc Lore, told me I had too many core values. I had just proudly shared with him that after painstakingly working with our leadership team for two years, we had a set of five core values at Likeable Local that we were really proud of. “Too many,” he said. “Picking three forces you to get to the root of who you really are and what you stand for.”If that sounds bold, it’s not surprisin...
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Where does all of that non-client time go?  Great post by +Martin Mulcare 
I would like to follow on from last month’s column and explore how you might devote a greater proportion of your working week to engaging with your clients. You may recall that I had concluded that...
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Regardless of the years of knowledge and experience you may have with a long (or short) term client, resist the urge to assume you know what you need to do for them every year. Rather consider every major annual review meeting as an opportunity for a new ‘discovery’ meeting to best ensure the assumptions you hold today are not clouding undiscovered aspirations they desire or complexities to be overcome in their financial lives.   Via +Jim Stackpool    #DeliveringCertainty  
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We’ve all been there. These are the critical moments... 
Someone is yelling and screaming at you. Here are steps from a clinical psychologist on how to turn difficult conversations into reasonable discussions.
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Excellent advice. These principles apply to the way you present ideas to colleagues, friends, relatives and casual acquaintances...
20 years ago this month, I followed the CEO of a major company up a treacherous path on Whistler Mountain in British Columbia. We had ridden the ski lifts as high as they went, then took off our skis and hiked up even further, towards a chute filled with jagged rocks. It was his idea, not mine; I was a young guy just thrilled to be there.As I struggled to catch each breath, my heart pounding madly in my chest, he cut a path twenty yards in front ...
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Have them in circles
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Understanding your ideal clients before you begin your marketing efforts WILL increase your chances of getting the best return from your marketing. Via +Tony Vidler 
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1. Take a Post-it® note. 2. Write a very short message. 3. Stick it.
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Because of the hustle and bustle of the 21st century, it’s even more important than ever to have these meaningful types of relationships. Want to know how to achieve that? Follow these 25 tips.
The secret to having warm, loving, trustworthy people in our lives is to first become that sort of person.
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Market Myopia: Blame the Swot!
To feed the strategic planning process properly, the key is using different techniques to mine ideas from all levels of the organization...

Great post by Verne Harnish "Growth Guy" 
Sharpen your Competitive edge. Subscribe to Verne's Insights, our popular free weekly e-newsletter. First Name. Last Name. Email. CONTINUE. STRATEGIC PLANNING. 1-Page Strategic Plan Tools · Strategic Planning Resources. EXECUTIVE EDUCATION. GazellesPRO Program · Online Courses · Growth Workshops ...
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Social business = smarter client engagement (Sandy Carter)
Great post by +Rachel Staggs, +SRS Coaching & Consulting 
Business is changing today far greater than it has before. It’s becoming more social and I don’t mean social by way of parties and events, I mean social as in client attraction & retention, client engagement, business process and business transformation. If you choose you can interact with your clients and receive instant real time …
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20 years ago this month, I followed the CEO of a major company up a treacherous path on Whistler Mountain in British Columbia. We had ridden the ski lifts as high as they went, then took off our skis and hiked up even further, towards a chute filled with jagged rocks. It was his idea, not mine; ...
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People
Have them in circles
97 people
Kathryn van Nieuwkerk's profile photo
Unlock Your UK Pension's profile photo
HPH Solutions's profile photo
April Ruciglliano's profile photo
ITM Limited's profile photo
Emma Lewis's profile photo
Sandra King's profile photo
Loscam's profile photo
Wall on the Street is.....'s profile photo
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+61 02 8966 9135
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+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.