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FORMIDABLE Business Program ebooks

Guides and PDFs to Focus Your Business for Outstanding Results

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PO Box 237
Blackburn 3130
VIC AU
Tel 0417 831 737

Financial planner coaching

I have coached financial planners since 1996. In 2001 I launched my full-time coaching and marketing service. I have a complete understanding of the complex issues facing Australian financial planners - increased compliance, Royal Commission fall-out, FASEA exams, increased educational requirements, the elimination of grandfathered commissions, licensees opting out of adviser based distribution, robo advice, etc. At the same time, financial planners are trying to adapt and build a sustainable business for the future.

I assist financial planners who have a long-term commitment to the profession and are seeking to build a practice of the future. Their focus is grasping the opportunities from these fundamental changes. My role is ensuring advisers are not inward looking or consumed by the current state of the industry. The approach is working together to fast track their adaptation to change and to leverage their strengths.

The strategy is detailed in the Financial Planner's Marketing Blueprint - click here for your free copy (PDF download).

Let me help you assess where you are at, and discuss some options for moving forward. Give me a call on 0417 831 747. No obligation. No charge to have an initial chat. The ball is in your court.