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

Self Management

Do you openly seek feedback - from your clients? From your staff?

Making sure that you're doing the right things right is easier if the people that you are doing it for give you feedback. Ask them what they think and what you could or should be doing that they still need from you.

Don't think of feedback as criticism. It is far more likely to be constructive input into what you are doing and is usually very encouraging.

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