The Profitability Edge
“Financial Planning Businesses are 89% more profitable if they do coaching quarterly or more, then those who don’t.
They are 57% more profitable if they do it 6 monthly or yearly than those that don’t.”
Business Health.
We are passionate about helping Business Owners, CEO’s, Corporates, Licensees and Leaders minimise the distractions and build successful, sustainable, and valuable businesses to achieve their goals, dreams, and vision.
With deep expertise in Business Coaching and Consulting, Practice Development, Operations, Management and Compliance, we are well placed to help businesses through each stage of the business life cycle.
Our extensive experience in Financial Services and Financial Planning and in-depth knowledge of business enables us to develop strategic, results orientated plans and processes to facilitate change and transform businesses. How we achieve this is through our 7-step process:
- VISION, MISSION & VALUES: when your vision is clear, your decisions are easy and equally so with values. Your values are how you make your decisions. Understanding them and living in alignment with them is incredibly important to live a happy and successful life.
- FINANCIALS: Driving sustainable results and financial outcomes of increased revenue, profit, and valuations by keeping you accountable and on track to achieve your goals.
- PEOPLE: Recruiting and retaining the right people and unlocking their potential to deliver your service promise to your clients, your staff, your business, and yourself.
- CLIENT Engagement, Marketing & Referral Partners: Ensuring you have a client centric value proposition, service offering and pricing that your ideal clients and referral partners understand, value and will pay for, and will refer other ideal clients.
- COMPLIANT Systems and Processes: Helping you implement compliant systems, processes, and procedures to ensure maximum efficiency, effectiveness, and automation to deliver a valuable client experience.
- BUSINESS & PRACTICE MANAGEMENT: using ‘best thinking’ to transform your business in accordance with the ever-changing environment, legislation requirements and latest benchmarks across the industry.
- LIFE/WORK BALANCE: there are 24 hours in a day, 8 hours of work, 8 hours of rest and 8 hours of play. Are you striking the right balance, or do you need help?
Just reach out if you would like to know more. We will share how we are currently assisting Business Owners, Financial Planning Practices, Corporates and AFSL’s and discuss if we are fit and how we could tailor it for you.
