
ADVISOR DESK™
When you need an experienced perspective on an issue --- without committing to an ongoing advisory agreement.
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Important decisions deserve more than a quick opinion.
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Sometimes you are facing one particular issue, decision or situation and simply need an experienced person outside the situation to help you think it through.
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You may be too close to the issue.
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The options may not be clear.
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Or you may simply want an independent perspective before deciding what to do next.
Advisor Desk™ provides a private and discreet way to obtain experienced, independent perspective without entering into an ongoing advisory relationship.
Your situation may be professional, organisational or personal — or involve a combination of all three.
One issue. Experienced perspective. No ongoing commitment.
Advisor Desk™ may be appropriate for:
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a leadership or workplace issue
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a business or organisational decision
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a board or governance matter
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a career or professional decision
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a difficult conversation or relationship
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a period of change or transition
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a situation where professional and personal considerations have become intertwined
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an important decision where another experienced perspective would help
You don't need to decide which category your situation belongs in.
Start by telling me what is happening.
How Advisor Desk™Works
Step One
Complete and email your Advisor Brief™.
There is no complicated application form.
Simply email me in your own words and explain the situation you are facing.
If useful, you might consider:
What is the issue, decision or situation?
What are you trying to decide, resolve or achieve?
Why does it matter now?
What have you already considered or tried?
Is there anything about the situation that I need to understand?
If I could help you clarify one thing, what would you most like me to consider?
Include any relevant documents if they would help me understand the situation.
This structured process helps organise your thoughts and gives me a clear understanding of your situation.
Many clients discover that completing the Advisor Brief™ alone brings greater clarity.
Step Two
I personally review your situation.
I will review what you have sent and consider whether I believe I can genuinely help.
I may ask a question or two to clarify the situation before accepting the matter.
There is no charge and no obligation simply for submitting an Advisor Brief™.
If I don't believe Advisor Desk™ is appropriate, I will tell you.
Sometimes specialist professional advice may be required.
Sometimes the issue may be broader than can reasonably be addressed through a single Advisor Response™.
The important thing is finding the right level of help for the situation.
Step Three
We agree on the scope and fee.
Before any advisory work begins, I will confirm:
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my understanding of the issue
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what I propose to consider
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the fee
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the expected response time
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any additional information I may need
You decide whether you wish to proceed.
There is no ongoing commitment.
Step Four
I prepare your Advisor Response™.
I will then step back from the immediate situation and consider it from an experienced, independent perspective.
Depending on the issue, your Advisor Response™ may consider:
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what I believe is really happening
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factors you may not be seeing
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the options available to you
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likely consequences and risks
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my own perspective on the situation
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what I believe you should consider doing next
This is not a generic report or an automated answer.
Every Advisor Response™ is personally reviewed and prepared under my name, drawing on more than four decades of leadership, management, governance and organisational experience.
Step Five
Monday Morning.
Good advice should lead somewhere.
Your Advisor Response™ will therefore finish with a simple practical question:
What should you do next?
The Monday Morning section identifies the immediate action — or small number of actions — I believe you should consider taking first.
It might be a conversation you need to have.
A decision you should delay.
Information you need before proceeding.
A question you should put to the board, manager or staff.
Or simply the first step that will begin moving the situation forward.
The aim is that when you finish reading your Advisor Response™, you are not left wondering:
“That makes sense — but what do I do now?”
You will have somewhere practical to begin.
Step six
You receive your response.
Your Advisor Response™ will normally be provided within 2–3 business days after the scope and fee have been agreed, payment received and I have the information required.
It will be a concise written document focused on your particular situation.
You may then ask one brief follow-up question directly related to the original issue if clarification is required.
There is no expectation that the relationship continues.
Sometimes, one experienced outside perspective is all that is needed.
Private. Discreet. In your control.
There are times when you may want another perspective without discussing the situation widely with colleagues, employees, the board, friends or others around you.
Advisor Desk™ provides a discreet way to do that.
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You decide what information you provide.
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You decide what you do with my response.
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And you decide whether anyone else needs to know that you sought an outside perspective.
Knowing The Boundaries
Advisor Desk™ provides experienced perspective and practical advisory support.
It does not replace specialist legal, financial, accounting, medical, psychological or regulatory advice where that expertise is required.
Where appropriate, I may help you think through the leadership, organisational, practical or personal implications surrounding such an issue.
And if I believe specialist advice is required, I will say so
When the issue is bigger than one response.
Occasionally, after considering an Advisor Brief™, I may conclude that a single Advisor Response™ would not do justice to the issue.
If that happens, I will explain why.
Where appropriate, I may suggest that the matter is better suited to Executive Advisory, which provides more sustained support over 90 days.
There is no obligation to proceed.
The objective is to identify the level of support the situation genuinely requires — not to create an ongoing advisory relationship.
Ready to tell me what you are facing?
You don't need to have the situation completely worked out before contacting me.
Tell me what is happening, what is concerning you and what you are trying to decide.
I'll take it from there.
One issue. Experienced perspective. No ongoing commitment.
Michael A. Cassar
Advisor Desk™ | It’s Achievable®
