We now have a process that is consistently applied by all Advisers, giving great comfort for compliance. Those Advisers feel satisfaction with their roles, and we know from client feedback that they are very happy with the experience as well.
1- Where was your business at the start of this process? What issues or untapped opportunities were you facing across the business or with Advisers in particular?
We were faced with the issue of a business process, which while good, had been launched poorly over 12 months prior. There was strong bias against the process, and we were struggling to get acceptance of the need for change. With Kylie’s help we turned this around in a positive manner.
1- Where was your business at the start of this process?...