Expanding your service offerings often results in higher earnings. It can also foster longer client relationships, ultimately enhancing the value of your business. Achieving this is simple with our three-step plan.

1. Gain additional competence, knowledge, and skill. This is quick and easy. Just contact the team at Strategi Institute and they can enrol you on the right Level 5 specialist strand plus talk you through the various ways to undertake your study including our new evening tutorial classes. It could cost you as little as $750 plus GST.

2. Update disclosure templates: You will need to amend your three disclosure templates to reflect the wider range of products and services you provide. Strategi can provide you with templates to do this or we can customise your documents so they are ready to use. Contact us for details on the right solution.

3. Build new advice documents: This involves making some tweaks to your website, amending your documented advice process, expanding your scope of service document and producing a new statement of advice template. Strategi can assist with all of these via a customised or package solution to meet your budget. Contact us for more details.

By following these steps you can not only increase your revenue but also position your business for long-term success. Get started today with Strategi’s expert guidance and support.