Expertise that delivers results
Our operational service and management consulting provides dedicated support and subject matter expertise for our clients in all areas of their financial advice service business. It includes:
- Project and change management
- Service transformation projects
- Service integration and implementation
- Operational strategy and service models
- Scaled financial advice service delivery and augmentation
- Comprehensive financial planning service delivery and augmentation
- Product and service distribution networks
- Referral coordination, triage and platforms
- Service administration and reporting
- Service collateral review and development
- Service training and professional development
- Seminar programs and workplace presentations
- Integrated qualitative and quantitative outputs/measures
- Performance planning to achieve regulatory and commercial success
- How to turn your financial advice service model into your greatest asset
- The synergy and mechanics of operational service; regulatory compliance; and profitability
Contact FASI today to see how we can help, empower and support your organisation – inquiry@fasi.com.au.