As a successful finance broker with over fifteen 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:
So how can I help you?
Using the strategic insight I’ve gained in transforming my own broking business, I can help you with a range of coaching and advisory services. In my experience, here’s what financial service providers find most valuable:
Do these sound like areas that could use some attention in your financial services business?
To shift your business from stagnant to soaring, I can work with you in the following ways:
What’s included in the three-day intensive course?
The three-day intensive course covers topics including:
What if I just want to measure and track my business success?
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. I 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. Find out more here.
Helix Planning: Resolve to Evolve