Feeling stressed and worn out with staff shortages, rising costs, falling investment returns, constant delays and handling regulatory change? You are not alone. The team at Strategi are hearing this more and more. The good news is Christmas is just around the corner so now is the time to plan for success with your roadmap for 2023.

We have built two roadmaps to make this process simple – one for businesses and one for financial advisers and we are delighted to be offering them free of charge. Each roadmap contains a checklist of what needs to happen and some Strategi resources to help get you there:

Adviser success roadmap for 2023

FAP success roadmap for 2023

Let our team know if you have any questions about the roadmaps – we are here to help.