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3 contributions to AI Strategic Advisor Hub
9 steps to productise your financial consulting
90% of top consultants have productised their services. They didn’t start this way. They built it through strategic planning. And you can too. Here are 9 steps to productize your financial consulting: 1. Conduct an expertise audit. ↳ Identify your key strengths. Focus on what you excel at. ↳ Your unique skills are your biggest asset. 2. Perform pain point analysis. ↳ Understand your client's biggest challenges. ↳ Tailor your services to solve these problems. 3. Craft unique selling propositions. ↳ Highlight what sets you apart. ↳ Make your offer irresistible to potential clients. 4. Standardize processes. ↳ Create a consistent delivery method. ↳ Efficiency boosts client satisfaction. 5. Develop a marketing strategy. ↳ Use ideal client profilers and content calendars. ↳ Align your outreach with client expectations. 6. Establish operating procedures. ↳ Maintain high service quality. ↳ Engage clients effectively throughout their journey. 7. Plan resource allocation. ↳ Optimise your operations. ↳ Focus on delivering exceptional client experiences. 8. Create client success roadmaps. ↳ Guide clients through their journey. ↳ Ensure they achieve their desired outcomes. 9. Leverage dynamic tools and methodologies. ↳ Scale your business impact. ↳ Enhance your influence in a competitive market. Productising is a choice. You can’t control market changes. But you can control how you adapt. Success is the result of strategic planning. It’s not easy. But it’s always worth it. Have a great week! Cheers, Orazio
9 steps to productise your financial consulting
0 likes • Nov '24
With due regards to confidentiality and ethical practices. Yes please if you can share the process, if possible use hypothetical client and amounts for simulation. Intention is to learn, but completely upto you as to how you are comfortable in explaining.
1 like • Nov '24
@Orazio Decillis Definitely, will look out for new posts here as well as LinkedIn. Keen to learn!
HOW I developed a high-ticket productised offer.
...(and you should do too) For a marketing agency struggling with low profitability. The result? Closed a $4K/month deal with only 2 hours of work required per week. How did I do it? - Used the Goal Seek Analyser to identify profitability targets. - Structured an offer that included bi-weekly financial check-ins. - Included automated reports and dynamic pricing analysis. Why this works: - Clear targets = focused efforts. - Regular check-ins = consistent performance. - Automated reports = less manual work. Let me hear your thoughts! 💬
1 like • Nov '24
Sound very clear and concise solutioning.
Thank you for joining my community!
Hi everyone, here is a big Thank you for joining the community to @Syed Irfan @Adeel Khan @Shekhar Kohli @Odilon Santana! 🙌 I’m excited to have you here. Feel free to explore the posts and introduce yourselves in the comments. I’d love to hear about what you do and how I can support you on your journey! Looking forward to seeing your introductions! Orazio
1 like • Oct '24
Hi Orazio, Syed, Adeel and Odilon, hope you guys are doing great. I am excited to be part of this community and looking forward to learn, contribute and grow. Feel free to share any suggestion, feedback or relevant opportunities with me. I have 12+ years of working experience in Finance and Accounting domain with organizations like Accenture, Genpact, Exl and with fortune 500 customers such as SBD, WTW, Zurich, Etrade etc.. Looking forward to help in anyway I can!
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Shekhar Kohli
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1 point to level up
@shekhar-kohli-8952
Manager at Accenture

Active 725d ago
Joined Oct 27, 2024