For many business owners, the issues of money, profit and growth are the cause of many sleepless nights. Can you afford to market your business to attract new clients? Can you pay your talented team what they deserve and retain their expertise? Will you make sufficient profit to make your endeavours worthwhile and facilitate the lifestyle and company culture you crave?
One of the keys to building a better practice and achieving repeatable growth is by building a stronger network. The Trusted Team help our members by building genuine relationships with other professionals in practice, so that an organic client referral culture can be achieved. This not only frees up your marketing time and spend, but also means that the sales side of your business is taken care of, giving you the opportunity to focus on your strengths and deliver expert guidance and exceptional service.
We also help our members by showing them the best way to innovate their businesses. One of the best ways to do this is through both coaching and learning from other industry experts in areas like marketing, people management and technology. This of course can be an expensive and time-consuming task, so we do all the leg work for you and bring in a variety of expert speakers and share their knowledge with you through our workshops, coaching and digital resources, all of which help you to boost your profits and expedite your growth.
Time is our most precious commodity, but sadly it’s something that seems to elude most business owners. Spending every hour working in your business leaves you feeling drained, demotivated and demoralised. The Trusted Team will show you how to revolutionise your working practices through proven systems, empowering delegation tools and collaborative methods to help give you back free time, so you can focus on family, fun and fulfilment.
But time is not just about delegation- it’s also about making the most of your time spent working. Do you remember the feeling you had when you first started your business? That feeling of excitement and energy is often replaced with tedium and dread, so The Trusted Team will show you how to reignite that fire and learn how to love your business again. We will also show you how to engage your team, so that they are more motivated, positive and productive, which will create an outstanding company culture.
When you are working in the business, you can often become blinkered, and feel stagnant and stunted. Our speakers will share their secrets and techniques to help you break through that ceiling and encourage growth, innovation and a renewed sense of purpose and direction in your business. They will also demonstrate how to nurture a culture of constant and never-ending improvement, which will make the time you spend in your business profitable, creative and fun.
The Trusted Team have a passion for merging fun with business through our events and activities. Whether you enjoy a round of golf with some fellow professionals, or fancy a weekend away on the piste, we organise a wide range of activities for our members and guests, so that you can meet likeminded individuals, build stronger and more meaningful relationships, but most importantly infuse your working life with fun!
For us, ‘fun’ also comprises wellbeing and happiness. Wanting your business to succeed can often mean that you direct all of your energy and effort into working. Overtime, this can leave you feeling burnt out, but neglecting your health and wellbeing can have far more severe consequences. Health is something that we are fiercely passionate about, and we will show you how to incorporate some simple changes to keep you energised and fighting fit, both mentally and physically.
When it comes to happiness, it’s important to ask why you first set up your business. Whether it was to follow a passion or to create a better life for you and your loved ones, is your current situation making you happy? Utilising all of our experience and knowledge, we will show you ways to bring back the happiness to your lifestyle and business, so that you don’t just have a more productive and positive team, you also have a far better quality of life, both in and out of the office.
The Trusted Team
The Trusted Team is a coaching and networking programme that can help you develop constant and never-ending improvement in your business, and generate more quality leads by helping you build professional partnerships with Accountants, Solicitors, IFAs and entrepreneurs. We do all of this whilst also injecting even more tax-deductible fun into your business life through events like golf days and weekends away.
Welcome to the Entrepreneurial Happiness Scoreboard and congratulations on taking the first step to creating a happier, more innovative and more profitable business.
This personalised plan is a great starting point on your journey to transform your business. It will highlight any areas where improvements can be made and hopefully inspire you with some new ideas.
Trusted Team Events
The Better Practice Makes Better Progress Webinar
Watch the recording of our introductory webinar, so that you can learn more about what we do, how we can help and how you can join the Trusted Team.
We will introduce you to the founding principles of The Trusted Team and give you a taster of how you can build, innovate and enjoy your practice. You’ll not only see how to boost the service you provide, but also how to bring more innovation, energy and fun to your business.
About Charlie Reading- Founder and Coach
As a speaker, author and coach, Charlie’s former career as a Chartered Financial Planner and business owner place him in a unique position to be able to guide and support other professionals. His experience of other coaching programmes, educational courses and formal qualifications give him a wealth of experience and knowledge that is both high-level and tried and tested.
Charlie was the founder of Chartered Financial Planning company Efficient Portfolio, which he started in 2006. He is also the author of 4 books which are:
- The Dream Retirement
- SMART Money
- Entrepreneurial Happiness
- The Life Legacy Gift
Charlie loves spending time with his wife and two daughters, cycling, swimming, running and playing golf, is passionate about scuba diving, safari, travelling and personal development.
The Dream Retirement
How to Secure Your Money and Retire Happy
Retirement can be a hugely painful and emotional transition.
You’ve spent your entire life earning money, and now you must turn off the tap and live off only what you have accumulated. Will it be enough? Will you be able to live the life of your dreams, or are you at risk of running out of money? Can you afford to accomplish your bucket list?
On the other hand, can you really afford not to?
Growing and protecting your estate for the benefit of your loved ones is a key aim of the majority of clients. Working with experts can help to formulate strategies that will provide your family with financial security and freedom for the rest of their lives. But are you confident that they will do the same for the generations to come? Or even worse, will they squander the money because they don’t know how to look after it?
Charlie is a firm believer that schools should be educating children on the real ‘truths’ of life: why it’s important to save money, how to afford your first home and how to reduce the risk you take with your money. Written for those just starting out on their financial journey, SMART Money empowers people to become financially free enough to stop work and live out their hopes and dreams.
Charlie Reading has combined his own experience as a business owner with his research from business books, workshops and courses led by other successful entrepreneurs to create the system he calls 'Entrepreneurial Happiness'.
This book provides a culmination of business ideas for all leading entrepreneurs to make their business more profitable and achieve a healthy work life balance. The system to create entrepreneurial happiness is there in front of you and you cannot afford to wait. The secrets of the 21st century entrepreneur are greater than you can imagine, and just a read away.
The Life Legacy Gift
Life only has context and meaning because of death. But the Life Legacy Gift isn’t just about your demise; it it’s actually about making the most of life, both now and for generations to come.
The ultimate eventuality of death is something all of us must face, yet few of us feel equipped to talk about. There are many considerations to make, ranging from the practicalities and administration following someone’s passing, through to leaving a legacy, both in a financial and in a more emotional sense. But where should you start?
“The contents of this book have helped me and my team in so many ways. The principles taught have a huge impact on you and your business. It is goal orientated, thought provoking and truly insightful.”