Celestis

Welcome to Celestis

Celestis is the country's leading practice management company, dedicated to providing financial advisors and practice owners with the tools and know-how needed to run the most efficient and profitable financial advisory business possible.

We've been consulting on best practice principles long before "best practice" became an industry buzzword.

Our skilled and experienced practice management consultants have a thorough understanding of the business of financial advisory services. By completing an assessment of your practice, we are able to work with you to design a tailored practice management programme. Our aim is to assist you in enhancing profitability and building sustainable, long term asset value in your practice, whatever its size.

Please browse through our site to learn more about what we do and more importantly, what we can do for you.

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In the media

Who's your coach?

Today, practice owners appreciate the value of a business coach or mentor. When problems arise, however, it is usually a result of a poor fit between coach and practice owner. Making the relationship work starts with making sure that coach and owner are right for one another. Read more...

Black coffee or hot chocolate?

Experience suggests that most of us are pretty good at communicating when required to do so. What is lacking, possibly, is a constructive strategy that ensures that we communicate regularly and with a clear purpose. If making communication count is important then we should want to ensure that we get the right message out whenever appropriate, that is why a communication strategy is very important. Read more...

To access the Celestis articles archives, please click here.

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This week's tip for Practice Managers

Income & Expense Management

As a financial advisor you earn three different Rands in respect of the services you deliver.

To start with, you have "Home Base Rands" that one you earn from doing further business with an existing client. Usually this is as a result of the plan that you have drawn up and it is now time to increase the cover/investment or consider additional financial requirements. "Home Base Rands" are the most cost effective Rands you can earn.

Then there are "Referred Rands" that you earn as a result of doing business with new clients referred to you by your existing clients.Your credibility and reputation has already been established and because you have been recommended to the client, the process has been shortened and simplified.This reduces the cost of earning "Referred Rands".

Finally, there are "New Rands" that you earn by finding completely new clients and doing business with them. To earn "New Rands" you have lots of spade work to perform and success ratios are lower than from existing clients or referrals.

Which Rands do you target in your practice?

 

To view the archive of Practice Manager's tips, please click here.

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Why use a practice consultant when there's so much info online?

  • You have access to objective, yet personal advice and ideas from an accredited practice management specialist.
  • A practice consultant quickly gets to the core of your business, and understands your unique issues and objectives.
  • A Celestis accredited consultant has access to a variety of some of the best assessment tools available.
  • Expect your practice consultant to act as your conscience and hold you to deadlines and targets.
  • Practice consultants have insight into other practices and are constantly researching industry trends and developments. Ideas are shared without breaching the ethics of confidentiality.

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Better Business