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Practice management consulting

 

Business building

Your plan is your compass.
Use it to structure, run and grow
your business.

 

Looking for proven practices of leading advisors, support managing
your business or tips on how to grow your practice? We can help.
Check out the featured programs and fill out the form below for a complete list of
programs and resources to help you build your business.

Sun Life Consulting featured programs

Elevating women

Women aren’t a niche market – they are the market.

Only 7% of advisors have a strategy for advising and retaining women clients.1 
Many people sit back and talk about doing more for women. Meanwhile, women are actively continuing to take more of a leading role in their finances. 

The real question is: are you doing enough to elevate their experiences? 

When you consider that women are half the population, half the market, but also… 

  • 92% of women are the primary or equal decision-makers in their household.2  
  • 70% want an advisor who shares their values.3 
  • Women are 3x more likely to recommend their advisor.4 

… if you’re only sitting back and talking about it, you could be missing a real opportunity to do good business. 


Elevate women, now and always. That’s how you build a practice that thrives and an industry that truly represents and serves everyone. 

Program Resources

Contact your Sun Life Global Investments Wealth Sales representative for a copy of these resources or complete the form below.

  • Practice assessment worksheet: Evaluate the inclusivity of women’s preferences in your practice to find out where you need to focus.
  • Money mindset conversation guide: Follow a simple 3-step process to connect clients’ past financial experiences to their present financial attitudes.
  • 3 simple steps to working with couples: Practical tips for being inclusive and achieving success with the couples you advise.

1 Schroder Financial Advisor Survey, 2022 
2 The changing landscape of women’s wealth, CIBC Economics, 2019 
3 Female Investors and the Changing Landscape of Financial Advice, PMG, 2023 
4 Why women investors are true allies for financial advisors, The Globe and Mail, 2020 

Client management

The success of your business hinges on your ability to build lasting relationships. Be strategic about the service you provide in order to delight your top clients.

Are you strategic in your client management?

Being intentional about the type of clients you serve, and the level of service you provide will allow you to dedicate the right amount of time and money to the clients who positively impact your business. Without a careful client management plan, you put yourself at risk of:

  • Dedicating time to clients who don’t contribute to the success of your business
  • Wasting time prospecting clients that you are not well positioned to serve
  • Spreading your resources too thin
  • Failing to meet expectations of top clients
  • Providing inconsistent experiences that obscure your brand image
  • Losing clients to competing advisors

Program resources

Contact your Sun Life Global Investments Wealth Sales Representative for a copy of these resources or complete the form below.

  • Ideal client analysis tool: Define your target market to focus business activities on the people you're best positioned to serve.

  • Client segmentation tool: Segment your clients using a combination of objective and subjective attributes to identify which clients to focus your time and attention on.

  • Client service model: Define the client service experience for each client segment in order to match the level of service to their needs and expectations.

Multi-disciplinary teams

 

Enhance your value to clients by supporting their full financial picture through the support of a fully equipped and specialised team.

 

What do clients want?

Clients’ expectations are evolving. They’re looking for white-glove service and support from an advisor that can cater to both their needs and wants. As a single advisor, it can be hard to do it all and meet the ever-growing needs of clients. Shifting your focus from the product to the relationship is easy to do when you have a multi-disciplinary team.

 

Your team has the power and capability to build a closer client-centric relationship while also elevating your business value. It’s important to have three core components in place when creating the foundation for your team:

  • Services,
  • Skills, and
  • Structures.

These components, when built together, work like gears in a finely tuned machine. But having one out of sync can cause the whole system to fail.

Program resources

Contact your Sun Life Global Investments Wealth Sales representative for a copy of these resources or complete the form below.

  • Team hiring guide: Use the five-step process to successfully form and lead a team.

Client advisory Councils

As industry and client expectations continue to evolve, it can be difficult for advisors to anticipate what clients truly value.

A client advisory council provides a structured approach where advisors can regularly obtain feedback directly from clients, to better understand their experiences and perspective. By refining their offerings and services based on this input, advisors can implement changes that are directly aligned with what clients’ value most.

An impactful client advisory council can:

  • Differentiate your practice
  • Demonstrate commitment to growth
  • Elevate the client experience
  • Deepen client relationships
  • Generate referrals and attract new business

Program resources:

Contact your Sun Life Global Investments Wealth Sales representative for a copy of these resources or complete the form below..

Move from idea to action. Sun Life Consulting can show you how.

Contact us today to get started.

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