TOOLKIT

We want to make your client conversations easier. Amplify your value with our toolkit of resources.


End Investor Report

Download your copy of the 2020 End Investor report to help
you articulate and amplify your value in your client conversations.

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Client Discovery Tool

Connect more deeply with existing clients and also with prospects by getting to the heart of what is important to them. Ultimately, this interactive approach to client discovery has the potential to position you to be the client’s primary trusted adviser.

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Elevate your discovery
The language of clients

Discovery Card Tool

Our online tool is designed to help you in your client conversation and discover the goals and priorities of your clients.

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Client Engagement Roadmap

Develop a proactive and segmented approach to providing a consistent service model to your clients. Understand critical success factors between design and execution of a service model.

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Client engagement roadmap
Engaging through wow events
Wow moments

Client Engagement Roadmap Tool

Effective implementation of the Client Engagement Road Map will provide your clients with:

  • A visible illustration of the value you provide
  • A structure for ongoing communication
  • A thorough examination of their total financial picture over a longer horizon
  • The opportunity for ongoing discussions about financial goals and help set expectations on your future interactions
  • Pinpointing planning areas that may require additional resources such as estate and tax planning

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Time Capacity Analyser

It's a balancing act! Ensure you are delivering on your client expectations while also meeting compliance obligations and building sustainable business processes for your team.

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Critical features of a client centric team
The Balancing Act of a Sustainable Service Model

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The Time Capacity Analyser Tool (TCAT) helps Advisers understand the service capacity of their team and how this relates to the service model allocations within and across their service packages.

With some simple pre-work inputs from you, we can calculate your capacity, the current commitments of your overall service model and within different client tiers. This analysis provides insightful data to help make decisions on how to best refine your service model to ensure it is delivering value to your clients as well as being scalable and consistent for you and your team.

To access this analysis – Register your details and we will send you instructions and next steps to complete the TCAT data input spreadsheet.

You will need to provide information such as:

  • Annual revenue and estimated resource allocation of you and your team
  • Service package names, number of clients and average revenue
  • Elements of your service package, how frequently they occur and time it takes to execute

Once you have completed and returned the data, we will be in contact to confirm a Business Consulting session to discuss your results.

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Client Conversation Centre

Turning challenging conversations into business growth opportunities d consistent for you and your team.

Our client conversation centre offers sample scenarios, scripts and resources to turn those challenging client conversations into business-building opportunities for you, and confidence-inspiring experiences for your clients

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Investment Solutions

Put the world's leading investment managers to work for you.

We believe in the importance of advisers. We see the advantages advisers create for their clients. Our Investment solutions are here to help your clients’ reach their financial goals.

Our approach brings the world’s leading managers and strategies together—in a diversified, adaptive and efficient portfolio—aimed at achieving investors' goals.

Find out more about our investment approach

Managed Portfolios

As advisers and business owners you recognise that time is highly valuable and often in short supply. Managed accounts are an investment option that can help you gain leverage over your time, allowing you to build scale, consistency and efficiency into your business.

Our managed portfolios blend leading managers and strategies in a diversified, adaptive and efficient portfolio.

  • We provide Institutional grade asset allocation expertise
  • Access to the world’s leading managers and strategies
  • Robust processes to adapt responsibly to changing markets

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