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Transform Your Business in Six Months

 

Consulting and implementation to innovate everything in your
financial advice business so you can stay focused on your business. 

 

technology   |   fee & service models    |   diversity, equity & inclusion

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Weekly Video Series

More of a DIY or not ready to dive in yet? Start with a three-part mini workshop to identify opportunities for innovation in your financial advice / financial planning business.  

Then, get short, weekly videos with actionable advice to keep you at the forefront of innovation in your business. 

Business Meeting

You Built A Great Business

It was innovative when you launched. At the forefront of fees, services, systems and processes. But change has happened faster than you can keep up. 

Hiring and training full-time employees is expensive and time consuming. And if you don't have a modern infrastructure and forward-looking approach, employees may not stick around very long or you might not be able to attract the right people in the first place. 

It's time for an upgrade. 

In six short months, we'll take a deep dive into your business from both the internal and external (client) perspective. We'll not only advise, we'll implement improvements to elevate your and your clients lives today and build a thriving business for tomorrow. 

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Like developing a client's financial plan,
we'll focus on the areas that are relevant to you
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1st: Foundation
 
What's working well and should be retained?
Where are the biggest challenges?
Where do you and your business want to be in 1, 5 and 10 years?
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2nd: Technology
 
Making the full client/prospect experience easy and enjoyable
Creating repeatable, scalable systems and processes
Building a business that thrives, securely, in the virtual world
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3rd: Fee & Service Models
Evolving from product- and AUM-centric to client- and coaching-centric advice and planning
Adopting future-proof fee and service models (regulation and technology are disrupting the status quo)
Transitioning clients to new fee and service models
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4th: Diversity, Equity and Inclusion
With the right ecosystem now in place, we'll work towards your goals to add clients and colleagues
that span the diversity spectrum (age, gender, race, religion, disability, net worth, etc.) and that thrive
in an equitable and inclusive environment. 
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How to Transform Your Business in Six Months

01

SCHEDULE AN INTRO CALL

to learn what's working, your biggest challenges and where you & your team would like to be

02

DEVELOP & EXECUTE

your custom innovation plan over the next six months

03

ENJOY

the personal and professional fulfillment and peace of mind you've been seeking

In a Meeting

Your [temporary] Chief Innovation Officer 

Fully immersed (virtually) in your business on a dedicated day each week

Choose weekly (4x/month) or bi-weekly (2x/month)
 

Begin with a review of: 

The entire client and prospect experience; and​

All internal systems and processes
 

Your CIO will identify barriers, frustrations and opportunities for improvement
internally and from the client/prospect's perspective.

 

Working closely with you and your team, we'll implement and record the agreed changes while building simplified, scalable and repeatable systems and processes. 

Note: Consulting and implementation not provided on compliance, regulatory or asset management aspects.

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Why Hire an Outside Expert? 

You are the objective, third-party expert for your clients financial lives. 

You know the power of having an objective, third-party expert. 

You have worked hard building your business and have done a great job. You want it to thrive but don't have the capacity or broad expertise to make the necessary changes.

You have a great strategy for the coming years but aren't operationally positioned to successfully execute it. 

There are many great financial advice and financial planning businesses like yours that have done well and mean well but are not well positioned for the future. We can change that.

Your Chief Innovation Officer
 

Kate Holmes, CFP®

I know how hard it is to step back from a successful financial advice business and acknowledge that what worked up to that point wouldn't work forever. Technology, time and regulation have disrupted financial advice and will continue to do so. 

I felt this shift coming in 2013 and left my job as Principal of an AUM-based firm (where I ran all operations, implemented new technology and streamlined processes) to start one of the first completely virtual monthly retainer financial planning businesses. I understand how daunting it can be to move away from the processes that seem to be working today to make sure you're positioned for a successful tomorrow. 

After a few years of running my financial planning business, I shifted to working with financial advisers and financial planners in 30+ countries across six continents to help build fulfilling, future-proof businesses. 

I can help you do the same. 

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Innovation is crucial to the success of any business.
Financial advice is no exception. 

With virtual meetings, clients now search for the best adviser, not the closest adviser. They increasingly understand that asset management and product sales are just two pieces of the puzzle and can be solved with growing direct-to-consumer solutions. 

"Clients don't need you any less. They need you differently." - Kate Holmes

With the world at our fingertips and life moving faster than ever, clients are seeking advisers they can relate to that make it easy and enjoyable to work together, with fee and service models that match their needs and a team that reflects society as a whole. 

That can be your business in six months. 

Architect hold plans

Choose Your Innovation Path

Your CIO

4 days/month

DEEP DIVE

Dedicated day of the week


Fully immersed with your team


Collaborate virtually


Full analysis of internal and external (client) systems and processes

Consulting and implementation on all agreed improvements

US$4,000 / month

Your CIO

2 days/month

FOCUSED AREAS

Dedicated day of the week


Fully immersed with your team


Collaborate virtually


Focus on specific changes to the business

Consulting and implementation on all agreed improvements

US$2,500 / month

Hourly

AS NEEDED

'Pick Kate's brain'


AdvisorTech consulting

Advice for advisors starting their own business
 

Get unstuck, reenergized and thriving in business and life

Limited project work

US$300 / hour

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Virtual & International Speaker

Kate Holmes brings her passion, energy and expertise to every presentation, whether virtual or in person. 

She has spoken on stages from Cape Town to Bangkok, San Francisco to Moscow and Brussels to Eilat, Israel.

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Podcast: The Innovating Advice Show

The show for forward-thinking financial advisers, financial planners and related professionals from all corners of the globe. Featuring innovative and action-oriented guests worldwide discussing the latest in practice management strategies and technology, fintech and FPtech (financial planning technology), diversity, evolving business models and fee structures, and shifting consumer expectations.

Committed to geographic, racial and gender diversity, including featuring 50% women guests. 

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Helping financial advisers worldwide increase the value of your business for you, your clients and your upcoming exit.  

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