As a successful finance broker with over 20 years of experience, I have a unique insight into how financial service providers operate. As the director of Helix Planning, I’ve also learnt a lot about what it takes for a business to succeed, in any industry.
As financial service providers, we don’t make a move without running the numbers, but other aspects of business strategy can and do get neglected. Because of our focus on the bottom line, we tend to forge ahead without a business plan that incorporates sales, marketing, systems and goals as well. Furthermore, many brokers operate without one crucial measure, and it’s something that’s essential for success: accountability.
Entering into an accountability agreement and making some small but serious changes in my own operations changed my broking business substantially. I went from writing satisfactory volumes to being in the top 150 brokers nationally with my aggregator. I won a Commercial Rising Star award and a CAFBA scholarship to the WLA’s Advanced Leadership Course, valued at over $20K. All this happened in less than 18 months.
Using the strategic insight I’ve gained in transforming my own broking business, we can help you with a range of coaching and advisory services. In our expereince, here's what financial service providers find most valuable:
An audit of your current business and operations
Organisational chart/structural review with defined job roles/position descriptions
An investigation into current systems/processes (with recommendations for changes)
Conflict resolution with internal/external stakeholders
Goal setting, business direction planning
Mentoring in leadership
Team building workshops/plans
Marketing blueprint including value proposition, strategy and target market analysis
Sales funnel and new business opportunities analysis
Action planning and exit strategies
Implementing an accountability framework
A personal business behaviour analysis to combat self-sabotage and instil greater clarity, confidence and courage.
If you are interested in understanding the relative position of your business within a framework of business acumen, the Business Acumen Gauge provides a non emotional statistical benchmark for tracking overall business success.
We can facilitate an assessment for you, including a coaching debrief of the data points that arise. This gauge helps determine the key capabilities that are relevant to each role in your business, and assesses how you or your team members operate in these areas. This assessment will provide you with valuable, concise and unemotional feedback.
