Build the stellar team you need to succeed

Working with you and your people to shape a team and culture you can be proud of

the gaps

Build workforce

Hire right
the first time

Building a resilient, skillful and talented team shouldn’t feel this tough.

No leader wants to let their people down - because you know your business will never thrive as you want it to without a solid team behind you. But you started your firm to support your clients – not to get caught in the weeds juggling HR and hiring issues. People troubles are draining and it's one of the main reasons businesses call on our advice.

  • Not sure if you have the right team in place?
  • No strategy to make the staffing changes you know you need?
  • No compensation plan?
  • Lacking clear and consistent career pathways?
  • Keep hiring the wrong people?
  • Tackling recruitment on your own?

Assess your resources

We’ll look at your needs and help identify what staffing resources you have – and don’t have - within your workforce and how to fill those gaps cost effectively. We’ll talk to every member of your team and gain insight from their perspective so you have the complete picture to base critical staffing decisions on.

Develop a plan for your people

People are creatures of habit and tend to shy away from change – unless it’s well communicated and easy to buy into. We’ll compile a cohesive plan to engage your team and hold everyone accountable so progress is embraced by all.

Hire and retain top talent

It’s a candidate’s market out there with fierce competition for the A players. We can help you position your firm as an employer of choice with a comprehensive service that covers everything from recruitment marketing to your onboarding process.

Providing the driving force behind your team

Through regular calls (as often as required) with you and members of your team, we’ll provide the accountability and momentum you need to make change happen. With our combined 20+ years of experience in the industry and flourishing network of financial advisory clients, we know what works and what does not - helping you avoid the pitfalls along the way. The services below are all part of our Strategy retainer service and some are available as part of our flat-fee Hiring service.


How we can support you and your people

Nail your recruitment process 

Hiring can be overwhelming. Our flat-free recruitment service (discounted for retainer clients) takes the headache away. We’ll market the role and interview all candidates in advance so you only spend time meeting the final shortlist.


Finesse your onboarding process 

You want your new hire to hit the ground running. But when your head is buried in the day-to-day it’s not easy to give this the attention required. We’ll use our proven process that lifts the burden so your recruits gel and excel – right off the bat.

Refine career paths

With staff retention front of mind, offering your workforce a clear development plan is critical to keep your whole team engaged and motivated. But what does that look like? Is it sustainable? We’ll help you structure a career path that’ll make your firm irresistible.

Develop strategic incentives

Can you afford to lose top talent? We’ll help you retain your team for longer by developing an incentive package that aligns with your values and keeps your workforce motivated and engaged.

Restructure your team

While you may see our team as extended family, sometimes tough decisions are needed to sustain your business. We’ll help you understand staffing pitfalls and responsibilities so you can navigate restructuring with sensitivity while staying true to your values.

Ready to start loving work, and life, again?


First schedule a free, no-hassle call with us and tell us what is keeping you up at night.


If we’re a good fit to work together, we’ll identify your challenges and develop a plan of action to overcome them.


Then, as an adjunct team member, we’ll come alongside you and your team to help you implement your plan.

The way we work together

Our clients stay with us for an average of 4 years, with some as long as 10. Why? Because they enjoy complete peace of mind knowing they have ongoing strategic support as they strengthen and grow. Plus they have the accountability at hand to stay focused and swiftly iron out any new issues that inevitably arise along the way. We work with clients who strive to be the best and are ready to embrace change. Our clients recognize the need to commit for a minimum of 6 months but if you’re not happy with the way things are progressing, there is no mandatory commitment. Beyond that, our engagement is month-to-month.

The Strategic Implementer can also support you with…

Your strategy

Clarify your vision, gain critical insight to inform decision making and identify resources required to take the smart next steps, with a clear roadmap to reach your goals

Your Recruitment

Hire top-notch personnel for your growing firm with our effective, proven process. We take care of every aspect of recruitment with a fixed fee service to help you hire right the first time.

A Wellness Check

This comprehensive audit will give you the insight you need to move forward. Not unlike gathering client data before putting together a financial plan, we look at the big picture, then dive into the details, delivering solid actions to improve your firm’s health.

Portrait softcover book 7x10 in the hands of a woman beside the yellow

Your Wellness Checklist - Assess the Vital Signs of Your Firm in 8 easy steps

Are you putting in all the hours and still your business isn't performing as you'd hoped? Yet try and you might you just can't make progress as fast as you'd like. This FREE checklist is designed to help you root out exactly what's holding back your success. We cover the 8 simple steps you can take to get the clarity you deserve to solve your challenges and hit those goals.

Download Your Wellness Check Now

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Your team should accelerate, not delay, your business success

With The Strategic Implementer, you’ll have help at hand when you need it most. Not only will you have our team by your side, you’ll also have the ear of our client network who all understand what it’s like to walk in your shoes and are happy to share their learnings with you to help overcome your challenges.