Redesigning advice models with your teams
We help networks improve the way advice is delivered day-to-day – by refining what’s working, removing what isn’t, and co-creating smarter processes that stand up to scrutiny.
What this can look like
Working with you
This service is used by networks who want to improve how they operate, and to help position the client at the centre of what they do.
Redesigning how advice is delivered requires a sharp eye, strong leadership, and a practical grasp of how firms really work. We’ve done this across national networks and growing consolidators – and we know how to bring people with us.
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Process Redesign & TOM
Adeptli Co-Founder & Chartered Financial Planner
Jamie brings over 15 years of experience at the intersection of advice and technology, combining practical insight with a forward-thinking approach. He specialises in strategic planning, streamlining advice processes, and unlocking the practical benefits of AI for financial services today.
Co-founder
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How do we improve our advice journey without disrupting everything else?
What should our TOM look like now we’ve scaled or acquired new firms?
Where are our biggest issues in the current process - and how do we fix them?
How can we get all teams working from the same advice model?
Whether you need hands-on support or want to explore joining Adeptli as a consultant – we’re ready when you are.
Need to know more
Browse our FAQs to learn more about our support and services.
Our experience can help you build effective, efficient operations, built on processes which can scale - let's shape your future ways of working.
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Specialist support for advisers, firms, and networks
