A Comprehensive Action Plan to Drive Sustainable Success
The iDELIVER phase is where your transformation truly begins. Building on the insights uncovered during the iFOCUS review, iDELIVER is all about execution—turning recommendations into reality. We don’t just offer advice; we stay with you every step of the way, ensuring that change is implemented effectively and that it leads to tangible business results.
How iDELIVER Works:
1. Framework Development: We work closely with your team to implement the new pricing framework. We utilize Al, thoroughly benchmark your firm against your peer group to ensure we capture the value you provide fairly and commercially.
2. Coaching and Mentoring: A crucial part of the iDELIVER process is empowering your team. Our coaches work with your advisers, helping them understand the new pricing models and how to communicate with clarity and conviction.
3. Project Management: We project manage the implementation of the new framework for new clients and then help transition existing clients. We do this sensitively, but also with discipline, to ensure the right and fair fee for the client and the right fair return for the business.
While some individual clients have their fees reduced, the average overall impact is a 25% increase in ongoing revenue and profit.