Solutions

We’ve all been there. Your sitting at a conference, listening to a Consultant delivery a slick presentation and it’s hitting home. He could actually be talking about your business and the more you listen, the more you hope the punchline is going to give you the solution to your problem. It doesn’t, but you persevere, contacting him afterwards and paying him to tell you what the solution is, which, for a fee, he does.

So there you are, you know what the problem is and now, thanks to a fairly modest investment, you also know what the solution is. But then what? You don’t have anyone in your business that can create and deliver the solution and the Consultant is, well, gone. Why? Probably because they can’t create and deliver the solution either, they just talk a good game.

Kingmakers is different. We understand financial planning and investment management businesses like no other consulting firm in the UK. We know the challenges and the keys to success, and because we have been working in this sector since 2005 (developing our own IP for over 6 years) we can create and deliver the solution too.

We have developed 5 core modules; Management, Sales & Marketing, Products & Services, People and Back Office. These modules contain all the documents, templates, tools, systems, processes, workflows, guides and much more, that you would expect to find in the best run financial planning and investment management firms in the country. Utilising these Solutions can save you and your colleagues huge amounts of time and effort, regardless of whether you are starting, growing or selling your firm. We’ve also given you complete flexibility in how you engage with us, so you can purchase entire modules or single documents, take the module and implement the solution yourself, or get us to work with you on it.