Our Expertise

Client journeys remain far from what they could be. Most are designed to deliver a uniform experience. In the future, the successful adviser will be different. They will deliver client experiences customised to the clients’ backgrounds, personal styles and preferences. Through the application of neuroscience and natural language preferences, aligned to the regulatory advisory process, we help clients take their already successful advisers to new levels of achievement and client satisfaction.

Our Expertise

The key to attracting and engaging talent remains the leader. The best articulate and deliver a bespoke experience in a way that is distinctive when compared to competitors. By understanding neural and natural language preferences, they tailor their communication and positively impact motivation to act. They are masters at attracting, retaining and engaging talent to the highest levels of performance. We help leaders understand and apply the what and how of neural preferencing and natural language leadership. In a simple-to-understand, easy-to-use approach, leaders successfully bring these two aspects together in key talent conversations.

Our Expertise

Often, the Next Generation is served as a homogeneous group. Viewed through the prism of age and, or AUM. As such services are often uniform across the clients' advisers and wealth managers. For the Next Gen, personal goals matter and vary widely. They include assuming the role of family CIO, becoming a self-directed philanthropist, managing the family business, or becoming an entrepreneur. With this backdrop, a single uniform approach isn’t enough. Partnering with clients we help better segment and bring to bear full organisational capabilities; surface existing external relationships to deliver new services and convert the Next Generation into advocates and clients.

Our Expertise

Family-owned companies grow over many years and as such, their needs become more complex. Key succession questions include: is it appropriate to transfer leadership within the family? What should the company's future look like?  Should a solution outside the family be a consideration? Crucial factors for successful succession include not only business leadership but also family emotional support. We assist the family with end-to-end succession planning, candidate selection, and maintenance of family harmony to ensure a seamless transition to the next generation of leaders.

Our Expertise

Family values and purpose establish the principles family members live by. They lie at the heart of the family’s history and provide cross-generational and family cohesion. When missing the result can be a siloed approach to wealth preservation and management, undoing many years of hard work. With a methodology that ensures universal adoption, we help families craft their purpose and values and define what these mean to each family member.

Our Expertise

Incorporation of digitalisation into the end-to-end client experience can be challenging. Recognising that whilst training and performance KPIs are important, they alone are not enough to assure long-term adoption. We help client organisations, and their people make the necessary paradigm and behavioural shifts with comprehensive insight, practical actions and communication strategies.