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Higher advisory performance – example plans to help you succeed

Higher advisory performance – example plans to help you succeed

How will you weave higher advisory performance into your 2020/21 strategic plans? If creating a successful business advisory offering is on your radar for 2020/21 but you don’t want to reinvent the wheel with your strategies, Mindshop has created resources to help get you started.

We have distilled example best practise strategies and actions from experienced advisors and professional service firms across the world to assist you as you start to plan for the next 12 months. Where are your gaps? Do you have the right capabilities? Where do you start? How do you boost your probability of success?

Download your example plan:
Example one page business advisory plans for both professional service firms and independent advisors can be downloaded here (note resource links contained in the plans are only available to Mindshop advisors) outlining potential strategies and actions ready to populate with timelines and responsibilities. Map where you are now and where you want to be in business advisory so you have clear goals to guide your strategies and actions.

7 further insights when planning for 2020/2021

  1. Don’t waste a crisis – now is a time to grab hold of emerging opportunities and accelerate change
  2. Ensure your vision is realistic – despite high uncertainty, clarity on your vision is now critical. Ensure it is realistic as many (especially in professional service firms) continue to be very busy, limiting how much growth is possible for advisory with current resources.
  3. Don’t reinvent the wheel – reach out for assistance to build capabilities, inject the right pre-built resources and have access to experienced support. Mindshop is here to assist.
  4. Be extremely client centric – listen closely to the burning needs of customers and watch injecting advisory services that sound great to you but are of low value to target customers.
  5. Demonstrate capability to cut through marketing clutter – ensure your capability to deliver great client outcomes is captured in videos, practical blogs, client case studies and more. 
  6. Don’t take a cookie cutter approach – tailor your plan and advisory offering to suit your unique goals, target customers, passion and capacity.
  7. Virtual for leverage – ensure you find a blend of delivery mediums to lock in now to reduce the time to support clients and be more agile. Where can you inject virtual support, virtual coaching, online training and more into your advisory offering?

Can we help? 
For those wanting to take the next step and make plans a reality contact your local Mindshop Regional Manager to investigate becoming a member and access these additional materials to accelerate your advisory plans in 2020/2021.

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