--- title: The value of support - how to focus on on what matters description: Kate Kimmorley, owner of Kimmorley Financial Management shares her journey to choose a licensee. image: https://blog.centrepointalliance.com.au/hubfs/Viewpoints%20images/colorful-constructor-logic-game-cubic-mosaic-design-created-by-cubes-picture-id841642694%20(1).jpg --- [![centrepointalliance](https://blog.centrepointalliance.com.au/hubfs/CentrepointAlliance-Feb2017/Image/logo.png "centrepointalliance")](https://www.centrepointalliance.com.au/) # The value of support - how to focus on on what matters [Adviser Interview](https://blog.centrepointalliance.com.au/blog/topic/adviser-interview) [Advice Technology](https://blog.centrepointalliance.com.au/blog/topic/advice-technology) ###### SHARE ON LINKEDIN ###### July 11, 2021 [![](https://blog.centrepointalliance.com.au/hubfs/Viewpoints%20images/colorful-constructor-logic-game-cubic-mosaic-design-created-by-cubes-picture-id841642694%20(1).jpg) ](https://blog.centrepointalliance.com.au/blog/laying-the-foundation-for-clarity-and-focus-0-0) When Kate Kimmorley was told that the advice arm she was a part of was closing, it was an opportunity for the team at Kimmorley Financial Management to review their business model and determine the best structure for the future.  For Kate, that meant looking into all the possible alternatives, from self-licensing, to exploring a merger, joining a national firm, or being a part of boutique licensee. As Kate said, "it is not something you explore unless you are really serious about moving". A five-step process Once Kate and the team had looked at the options, Kate went through a rigorous process to determine how to make there right change for the business, with minimal disruption. This included: 1. Determining the long term business goals 2. Defining key support requirements 3. Shortlisting business model options 4. Evaluating each options and shortlisting providers  5. Measuring providers against business needs You can read Kate's story [here](https://blog.centrepointalliance.com.au/hubfs/Case%20Studies/Case%20Study%20-%20Centrepoint%20Alliance_KFM.pdf). ![Kate Kimmorley Case Study image](https://blog.centrepointalliance.com.au/hs-fs/hubfs/Case%20Studies/Kate%20Kimmorley%20Case%20Study%20image.jpg?width=2121&name=Kate%20Kimmorley%20Case%20Study%20image.jpg)   [JOIN OUR COMMUNITY](https://www.centrepointalliance.com.au/contact-us/join-us/) ## Financial Advice - [Financial Advice](https://www.centrepointalliance.com.au/financial-advice/) - [Technology ](https://www.centrepointalliance.com.au/financial-advice/technology/) - [Professional development](https://www.centrepointalliance.com.au/financial-advice/professional-development/) - [Compliance and professional standards](https://www.centrepointalliance.com.au/financial-advice/compliance-and-professional-standards/) - [Business support](https://www.centrepointalliance.com.au/financial-advice/business-support/) ## Viewpoints - [A minute on me – Belinda Rayment, Makaira Financial Solutions](https://blog.centrepointalliance.com.au/blog/a-minute-on-me-belinda-rayment-makaira-financial-solutions) - [A minute on me - Luke Kidd, Aegis Financial Planning](https://blog.centrepointalliance.com.au/blog/a-minute-on-me-luke-kidd-aegis-financial-planning) - [A minute on me: Jason Kwong, Your Life Now](https://blog.centrepointalliance.com.au/blog/a-minute-on-me-jason-kwong-your-life-now) - [Improving reporting and operational efficiency with technology](https://blog.centrepointalliance.com.au/blog/laying-the-foundation-for-clarity-and-focus) - [An interview with Jason Cutrupi, Atlas Outsourcing](https://blog.centrepointalliance.com.au/blog/an-interview-with-jason-cutrupi-atlas-outsourcing) ### Viewpoints ![A minute on me – Belinda Rayment, Makaira Financial Solutions](https://blog.centrepointalliance.com.au/hubfs/Belinda%20Rayment%20HS%20banner.png) [A minute on me – Belinda Rayment, Makaira Financial Solutions](https://blog.centrepointalliance.com.au/blog/a-minute-on-me-belinda-rayment-makaira-financial-solutions) [Read More](https://blog.centrepointalliance.com.au/blog/a-minute-on-me-belinda-rayment-makaira-financial-solutions) ![A minute on me - Luke Kidd, Aegis Financial Planning](https://blog.centrepointalliance.com.au/hubfs/2020/Images/Newsletter%20images/A%20Minute%20on%20Me%20-%20Luke%20Kidd%20Viewpoints%20Banner%20(2040%20x%20580).png) [A minute on me - Luke Kidd, Aegis Financial Planning](https://blog.centrepointalliance.com.au/blog/a-minute-on-me-luke-kidd-aegis-financial-planning) [Read More](https://blog.centrepointalliance.com.au/blog/a-minute-on-me-luke-kidd-aegis-financial-planning) ![A minute on me: Jason Kwong, Your Life Now](https://blog.centrepointalliance.com.au/hubfs/Viewpoints%20images/A%20Minute%20on%20Me%20-%20Jason%20Kwong%20Viewpoints%20Banner%20(2000%20x%20575)-3.jpg) [A minute on me: Jason Kwong, Your Life Now](https://blog.centrepointalliance.com.au/blog/a-minute-on-me-jason-kwong-your-life-now) [Read More](https://blog.centrepointalliance.com.au/blog/a-minute-on-me-jason-kwong-your-life-now) Principal Location - Corporate [ Level 8, 309-315 George Street Sydney NSW 2000 ](https://goo.gl/maps/2EYipt4RQFizg18XA) T: [1300 557 598](tel:+611300557598) - - - - [FSG](https://www.centrepointalliance.com.au/fsg/) - [Privacy Policy](https://www.centrepointalliance.com.au/privacy-policy/) - [Terms](https://www.centrepointalliance.com.au/terms/) - [Complaints](https://www.centrepointalliance.com.au/complaints/) © Copyright 2022 Centrepoint Alliance Limited - [FSG](https://www.centrepointalliance.com.au/fsg/) - [Privacy Policy](https://www.centrepointalliance.com.au/privacy-policy/) - [Terms](https://www.centrepointalliance.com.au/terms/) - [Complaints](https://www.centrepointalliance.com.au/complaints/) - - ![](https://www.facebook.com/tr?id=194802264386661&ev=PageView&noscript=1) ```json { "@context" : "http://schema.org", "@type" : "Article", "articleBody" : "A five-step process

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Once Kate and the team had looked at the options, Kate went through a rigorous process to determine how to make there right change for the business, with minimal disruption. This included:

\n
    \n
  1. Determining the long term business goals
    2. \n
  2. Defining key support requirements
    3. \n
  3. Shortlisting business model options
    4. \n
  4. Evaluating each options and shortlisting providers
    5. \n
  5. Measuring providers against business needs
    6. \n
\n

You can read Kate's story here", "articleSection" : "When Kate Kimmorley was told that the advice arm she was a part of was closing, it was an opportunity for the team at Kimmorley Financial Management to review their business model and determine the best structure for the future. For Kate, that meant looking into all the possible alternatives, from self-licensing, to exploring a merger, joining a national firm, or being a part of boutique licensee. As Kate said, \"it is not something you explore unless you are really serious about moving\"", "author" : { "@type" : "Person", "name" : "Judy Weldon" }, "datePublished" : "2021-03-23", "image" : "https://blog.centrepointalliance.com.au/hubfs/Viewpoints%20images/colorful-constructor-logic-game-cubic-mosaic-design-created-by-cubes-picture-id841642694%20%281%29.jpg", "name" : "The value of support - how to focus on on what matters", "publisher" : { "@type" : "Organization", "name" : "Centrepoint Alliance" }, "url" : "https://blog.centrepointalliance.com.au/blog/laying-the-foundation-for-clarity-and-focus-0-0" } ```