Advice Centre Consulting

ACC provide support in helping you transition to being a true Client Specialist. This support includes the re-design of advice preparation and delivery processes, the creation of advice communication materials and the coaching of professionals in the behaviors of a Client Specialist adviser.

Call ACC to discuss what’s important to you in advising clients!

Another McKinsey paper has caught our eye recently.

It discusses research projects into the effectiveness of working teams. One project demonstrates that the frequency with which employees help one another predicts sales revenues in pharmaceutical units and retail stores; profits, costs, and customer service in banks; creativity in consulting and engineering firms; productivity in paper mills; and revenues, operating efficiency, customer satisfaction, and performance quality in restaurants.

If you would like a copy of this insightful paper, contact ACC today.

Advice specialisation makes sense – but not at the expense of the client.

It is certainly not practical, nor in most circumstances possible, for the one professional to be an expert in all facets of advice of a financial nature. So we see many of these professionals positioning their businesses as “Risk Specialists” or “Retirement Planning Specialists” or “Mortgage Broking Specialists”.

But I have not seen any individual or business position themselves as “Client Specialists”.

We therefore see time and time again clients who have not received advice that is fully appropriate to their needs and circumstances. This is mostly because the advice the client receives from advice specialists is limited to that which the professional is both qualified and comfortable in delivering.