The Evaluation Spotlight Growth doesn't happen by accident. I'll take you through a powerful self-assessment tool to identify what's working, what isn't, and where the real opportunities for improvement lie- across every area of your practice and your life.
The Automated Marketing Machine Most financial planning practices run their marketing like a leaky bucket- the effort that's put in is pointless. And even when the marketing strategies work, there is no time to convert eager leads because the adviser is the bottleneck to success. I'll show you how to build a system that attracts your ideal clients consistently, without cold outreach, paid ads, or being permanently glued to your phone. Your marketing should work whether you're at your desk or not and the effort you put in shouldn't be lost.
The Delegate Compound Your time is your most valuable asset, and right now you're probably spending too much of it on the wrong things. Together we'll identify exactly what to delegate, to whom, and how, so you can spend more of your time doing the work only you can do, and less time fighting through an endless to-do list.
The Game of Gains Forget waiting for the one big breakthrough that never quite arrives. I'll show you how finding 1% improvements across every stage of your client journey compounds into the kind of growth most practices spend years chasing. This framework was the primary driver of 50% year-on-year growth in my own financial planning firm, and it can do the same for yours.
The Moonshot Mindset Real transformation rarely comes from incremental thinking. I'll introduce you to the Moonshot Mindset- a framework for setting audacious, seemingly unreachable goals for your practice, in the spirit of JFK's challenge to reach the moon and Google X's pursuit of 10X thinking rather than 10% improvement. You'll learn the eight Ps of a moonshot- Purpose, Projects, Potential, Problems, Pathway, People, Products and Performance- and how to apply them to define a bold, clear direction for your business. When your team and your clients understand the "why" behind your practice, everything from decision-making to growth becomes clearer and more focused
Founded 7 companies and successfully exited 4, including a financial planning firm
Grew Efficient Portfolio Wealth Management by 50% for 7 consecutive years
Author of 5 books
Former Chartered Financial Planner
Qualified for and competed in the Ironman World Championship
Take 3 months off every year for family and adventure, and built businesses that make it possible
