About Me

As an Advisor and Consultant I help financial advice businesses, large and small, maximise teamwork and build better performance and profit.
I help Business Owners and CEO’s with the challenges stopping them from getting to the next level. This could be in sales, distribution, marketing, process management, customer satisfaction... I help my clients understand their needs, distinct from their wants.
I’m a Advisor who understands people and the pressures of running a business – I’ve been there and felt what they are feeling. I care about Client outcomes, as this is how I’m paid, by providing the external objectivity required to deliver successful outcomes.
Business Strategy Creation
Identify your Best Case Scenario (BSC) where it all falls into place, so you only deal with Ideal Client Profile (ICP) adhering to your ICP to become highly effective and profitable so you can service your IC Community year in, year out.
Sound easy, I know. If it were easy everyone would be doing this… but they’re not.
Strategy Implementation
The execution of a quality strategy comes down to the whole Team doing the right activities on a daily, weekly, monthly, quarterly and yearly basis… with the right attitude, allowing you as Lead Adviser to stand back and lead the Team, living the life you deserve.
Discovery
Starting with an approach totally Client focused on their point of view creates a platform of mutual respect and understanding of their issues.
Discovery is the art of helping Clients discover something about themselves and each other in their financial lives.
“… what you’re good at is sitting down with people and understanding their needs, so you can understand what they actually need. You can’t problem solve until you really understand them, piecing together their jigsaw, their financial DNA, their life DNA, so you can then say, ‘here’s what I think will fit with your needs’” Rod Hawkins, Solicitor | Chartered Tax Adviser | Chartered Accountant.
Client Engagement
The law of quality relationships “We must Like, Trust and Respect each other”.
Remember, nothing happens until Clients decide to engage on your terms. Until this point, it’s all talk.
Living Your Life On Purpose
We get one chance at this thing called life… make sure every day is meaningful and you grow from it.