Case Study: Saltus
Doubling a wealth management advisory’s organic growth
Building a repeatable structure and share best practices to build a culture of continuous improvement.
Building a repeatable structure and share best practices to build a culture of continuous improvement.
The Brief
Saltus is an independently owned financial planning and investment management company that offers a complete solution to private clients, with an award winning track record. Saltus wanted to improve their organic growth. To achieve that growth, they wanted a change in their management structure, so they allocated a budget to outsource a consultancy partner. They were looking for someone who could work with both the Sales & Leadership Teams to bridge the gap between them. Saltus wanted to take their time in their search to create a long-term partnership – they wanted someone who would not only train, but consult and find any other issues as well.
The Approach
The team started with the Consult Phase which was an audit on Saltus’ current sales capability, including strategy, structure, process, and methodology. They benchmarked Saltus’ current sales competencies and exhibited them against industry and market best practice. Creation of the outputs and deliverables of the consult phase determined the scope of the Create phase and was outlined in a sales capability report. The team then engaged with Saltus to roll out and support the implementation of the new processes, frameworks and tools. The advisors now share their best practices as they build and embed a sales culture of continuous improvement.
The Results
+44 (0) 1173 700 092
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UK
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TX 77056, USA