The 4-Q DisciplineSM
“Quantuvis did so much more than just give us a plan – they gave us the power to make it happen, actively partnering with us to make our firm more efficient, more profitable, and more valuable. Quantuvis really does redefine consulting.”
Running a successful advisory business is about more than one thing, it is about how well you do everything. The many moving parts of your business, and how they work together, play a significant role in your success.
Working in the trenches with advisors led us to identify four essential business disciplines that comprise the fundamentals required to build a successful business. We are experts in many disciplines and advisors in others, calling on our experience to design solutions or direct our clients to specialists, where appropriate.
The four business disciplines defined below make up the 4-Q DisciplineSM, our proprietary methodology for providing comprehensive, integrated consulting that helps advisors build sustainable, scalable and profitable businesses that maximize value.
We believe that understanding the intricacies of each discipline – and the impact they have on each another and the business – is essential to building a better, more profitable business.
Business Planning
For some advisors, the vision is clear but how to get there is uncertain. For others, the vision or strategy lacks clarity. Defining the right strategy for your firm is essential to success. Equally important is an understanding of how to marshal the plans, people and processes necessary to make your vision a reality. Our objective advice helps you gain the clarity you need to move confidently forward. Business Planning includes consulting on:
- Strategic Planning
- Business Plans
- Equity structures
- Building and Realizing value
- Business Model Transition (from solo or silo to ensemble, going independent, etc.)
- Partnership and Succession Planning
- Business Benchmarking (performance management)
Human Capital
For many advisors, adding staff and advisors promotes growth and continuity, but in many cases also brings added challenges and complexity. Knowing how to harness your human capital - managers, advisors and staff - to leverage time and talent most effectively is a critical component to building a business that is sustainable and scalable. Designing effective strategies and standards for hiring, training, managing, rewarding and growing your human capital can be done more effectively when you have access to the best-practices and processes that are proven to work. Human Capital includes consulting on:
- Organizational Structure
- Team Model development
- Compensation Plans
- Adding Professional Management
- Job Descriptions
- Career Ladders
- Performance Management
- Hiring and On-boarding
- Training and Development
- Culture & Team Building
Business Development
Growth is driven by business development, whether by increasing business with current clients or acquiring new ones, engaging in retail marketing or improving client referrals, building a brand or building professional alliances. Increasing demand for financial advice creates unlimited growth potential for those firms that understand the strategies, structures and systems that drive effective marketing, which in turns drives your ability to drive and manage growth. Business Development includes consulting on:
- Brand Development
- Marketing Plans
- Marketing Systems
- Referral Marketing
- Referral Management
- Prospect Process
- Creating Niches
- Rainmaker Training
Operations Optimization
At the end of the day, it’s not how many clients you handle or how many dollars you have under management – it’s how well you’ve served clients and how much profit you’ve made along the way that defines success. And both are achieved moment-to-moment, day-to-day with the operational infrastructure that supports your business. We help firms transform operations into orderly, organized processes that improve productivity and maximize profits. Operations Optimization includes consulting on:
- Client Base Analysis
- Client Segmentation
- Client Service Model
- New Client Process
- Total Client Experience
- Planning/Investment Process
- Operational Systems Design
- Work Flow Models
- Time Management
- CRM Automation
- Communication Structures
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