Our Approach

Our 5 pillars of success and integrated service offerings are designed to provide a roadmap to sustainable growth by focusing on strategic clarity, strong foundational values, disciplined execution, efficient systems, and impactful leadership. Each pillar plays a vital role in building a resilient, high-performing business that maximises value and drives meaningful impact.

Strategy

Clarity of goals, purpose, strategy, structure and partner alignment are critical first step game plan elements.

Encore services:

  • Vision, Purpose Promise
  • Strategy game plan
  • Business model
  • Advice Pods / Products
  • Owner Alignment

You believe in plans for your clients, yet only 1 in 4 businesses have a plan themselves – plans that are a daily habit improve profitability by 172%

- Business Health

Foundations

Strong commercial, client and cultural foundations must be set to breakthrough for sustainable success.

Encore services:

  • Voice of Business
  • Employee Engagement
  • Operating Model
  • Management operating rhythm
  • Board Governance

All big structures need strong foundations – business is no different – it is the boring stuff. Doing the 1% each day can 37x the business!

Execution

Execution is a function of daily disciplined decision-making, taking action and accountability #GSD.

Encore services:

  • Business Coaching
  • Practice Management
  • COO / Chief of Staff
  • Board / Advisory Board
  • Tailored Programs

Nothing beats action and turning great ideas into reality, #GSD – the key ingredients are confidence, capability and coaching

Systems

Systems deliver repeatable, scalable growth – without them, your business can't maximise value #ROI.

Encore services:

  • Sales and marketing
  • Advice Process Design
  • CX & Client Engagement
  • Partnerships (COIs)
  • Integrated Advice
  • 3rd party resources

You don't rise to the level of your goals; you fall to the level of your systems

- James Clear

Leadership

Strong leadership drives vision, culture, and performance – empowering teams to achieve extraordinary results.

Encore services:

  • People & HR guidance
  • One on one coaching
  • Leadership coaching
  • Advisory Board
  • Change management

Leadership is not about being in charge. Leadership is about taking care of those in your charge.

- Simon Sinek

Is Your Advice Business Exceptional?

Our Scorecard, built on 75 years of combined practice management expertise, reveals how your business measures up against the seven critical value drivers of exceptional performance. Discover what it takes to breakthrough barriers, scale up sustainably, and build a stronger, more resilient business.

Clarity is the first step.

By completing the Scorecard, you’ll gain a clear understanding of your firm’s strengths and pinpoint opportunities for improvement—empowering you to take the next step toward sustainable success.