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NETWEALTH PRESENTATION 7th July 2020
Beyond Grandfathering - Growth Paths for Australian Advisory Firms
FOR TRAINING PURPOSES ONLY – 9 Discovery Conversations_v1.94 © Copyright Strategic Consulting & Training Pty Limited trading as Certainty Advice Group – All rights reserved
How Advice Firms Grow Wobble Theory®
R E T U R N S
Activity Stage
Dependency Management Stage Stage Administration
M&A Stage
Integration Stage
Stage
T I M E
® Wobble Theory is a registered trade mark of Strategic Consulting & Training Pty Limited trading as Certainty Advice Group
2 © STRATEGIC CONSULTING & TRAINING PTY LIMITED TRADING AS CERTAIN TY ADVICE GROUP – ALL RIGHTS RESERVED
How Advice Firms Grow Growth Grid®
Growing Average Revenue
RE-DESIGN Negative Revenue Growth
Average RevenueGrowth
Negative Growth in Revenue, Positive Growth in Average Revenue
PROSPERITY Positive Growth in Revenue, Positive Growth in Average Revenue Positive Revenue Growth
DEATH Negative Growth in Revenue, Negative Growth in Average Revenue Declining Average Revenue
SALT MINE ® Growth Grid is a registered trade mark of Strategic Consulting & Training Pty Limited trading as Certainty Advice Group Growth in Revenue,
Positive © S T R A T E G I C C O N S U L T I N G & T R A I N I N G P T Y L I M I T E D T R A D I N G A S C E R T A I N T Y A Negative D V I C E G R O Growth U P – A L L Rin I G AverageRevenue HTS RESERVED 3
How Advice Firms Grow
Complex Engagement (Behavioural, Situational, Technical)
Value Grid®
Single Expertise (1)
Expertise (2)
Expertise (3-4)
Multiple Expertise (5+)
SERVICES UNDER MANAGEMENT (SUM)
Simple Engagement (Behavioural, Situational, Technical) ® Value Grid is a registered trade mark of Strategic Consulting & Training Pty Limited trading as Certainty Advice Group © STRATEGIC CONSULTING & TRAINING PTY LIMITED TRADING AS CERTAIN TY ADVICE GROUP – ALL RIGHTS RESERVED
NETWEALTH PRESENTATION 7th July 2020
Suite 2, 49 North Steyne MANLY NSW 2049 (02) 89669135 admin@certaintyadvicegroup.com www.certaintyadvicegroup.com
12 © STRATEGIC CONSULTING & TRAINING PTY LIMITED TRADING AS CERTAIN TY ADVICE GROUP – ALL RIGHTS RESERVED
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