Board Adviser

The implementation of a strategic plan is not a linear affair and one must remain loose in the saddle. New opportunities present themselves, as do new threats and the ability to make sound, timely decisions in the context of one’s plan can be a challenge. Having an objective Board Adviser with deep experience of the Wealth Management market can really help your management team steer a safe course, as you implement your strategic plan.

We work with management teams, attending monthly, quarterly or annual management and/or strategy meetings, providing an objective third party viewpoint and helping the team implement or adjust their strategic business plan. We do this with the benefit of our proprietary management framework, which includes tools, templates and key questions to help the management team in their endeavours, while cuttingĀ the time spent going over old ground.