Entireti Alliances launches strategic business consulting program
Andy Marshall
Entireti Alliances, the licensee-to-licensee services subsidiary of Entireti, has launched a strategic business consulting program to support self-licensed firms to design and execute strategic initiatives, and improve performance and competitiveness.
The program has three main pillars: governance, investment processes, and client engagement. It has been designed and developed over the past 12 months specifically for AFSLs that are focused on improving efficiency, accountability, culture and performance.
The program is led by Entireti Alliances General Manager, Andy Marshall, and National Manager, Business Development, Tanja Zurak.
“We want to help bridge the gap between strategy and execution because many boutique AFSLs and advisory firms are struggling to implement ideas and execute plans while continuing to see clients, meet compliance obligations and run their business,” Marshall said.
“Our program provides the structure, accountability, project management, and implementation support needed to turn plans into outcomes.”
The strategic business consulting program, which has been trialed by a small number of AFSLs since the start of the year, is now available to Entireti’s Alliances’ members and external AFSLs.
According to Grant Howe, Managing Director of Zenith Wealth, the opportunity to participate in the pilot had already led to lingering pain points and frustrations being addressed, and the business developing a clearer picture of its ideal future state.
“We now have a clear plan for building operational processes and introducing new levels of accountability to help us achieve our broader objectives,” he said. “It has also helped us work towards a more consistent way of operating across the entire firm.”
“We are not yet at the scale where we can build all of our ideal bench strength internally, but Entireti Alliances brings many of those capabilities into the business.”
While the strategic business consulting program is customised to meet the bespoke needs of individual firms, Zurak said the pilot highlighted a strong focus among advice businesses on AI adoption, cyber security and governance and risk management.
“We’ve been helping advice businesses adopt AI in a practical and controlled way,” she said.
“While AI offers significant productivity opportunities, successful adoption requires clear guardrails around compliance, privacy, governance, and advice quality. We help businesses identify high-value use cases, implement approved tools, establish governance frameworks, and embed AI into existing workflows so efficiencies can be realised without increasing risk.”
