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Independent Financial Advisors
The Background to this project What Mungo Dunnett Associates delivered What were the benefits to the business of carrying out this project

Key Benefits

The creation of a prioritised action plan for the business, based on:

Understanding the reasons for lack of profit growth

Rationalising the client base, and freeing up time to focus on profitable client business

Initiating a more effective local marketing programme

Identifying those business areas that were underperforming, and creating an action plan for these

Addressing the relative inefficiencies in the partnership structure and the interaction between Partners

Acting as a catalyst for change, to move Partners on from circular debate

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