The financial advice market is changing. Driven by both regulatory change and consumer demand financial advisers need to adapt to survive.

Experiences from around the world suggest that regulatory changes will inevitably have an impact on:

Revenue models – There are numerous examples from around the world where commissions have been limited or completed removed;

Compliance practices and procedures – Increased compliance obligations increase cost; and

Advice –  A greater focus on the provision of non-conflicted advice that is in the ‘best interests of the client’.

From a consumer perspective clients are increasingly more educated on personal financial matters, but this doesn’t mean that they don’t need or want financial advice. However it does mean that as a financial adviser you’ll need to be able to clearly articulate the value that you provide and you’ll need a defined service package/solution that appeals to your target market.


By working through the following components, we’re able to work with you to create a clearly articulated, well supported service offering to your defined target market. Carried out as a series of workshops the outcome will be clearly defined and documented policies and principals to guide your business and provide your customers with sufficient information to make an informed decision as to whether or not to engage your services.

Client Value Proposition

We’ll work with you to clearly define and articulate to your clients the value that you provide.


What features and services will your various client segments need and appreciate? We’ll work with you to find a balance between the needs and wants of your clients, the services you will offer and the fees that you will charge.


Are you maximising your revenue for your effort? What are the revenue models available and what are their pro’s and con’s? How should you charge to maximise your businesses income?

Investment Philosophy & Process

Creating a clear and repeatable investment process consistent with your businesses investment philosophy will improve your compliance position, streamline your advice and allow you to focus on the advice that matters most.

Client Engagement

How do you engage your clients and keep them coming back for more?

We explore engagement on two levels. Firstly, getting an initial engagement from the client to bring them on-board, then engaging your clients on an ongoing basis. This will allow you to charge more and hold onto your most valuable clients for longer.

Client Segmentation

Are all of your clients the same and do they all need the same services and advice? Work out the best way to segment your client base in order to increase efficiency and improve customer satisfaction.


Drop us a line and lets start transforming your business



01 687 7147


1 Moat House
Main Street
Ratoath, Co. Meath