I have seen many signals that there has never seen a better time in our Industry for financial planning business owners to access business consulting/coaching support. In these times of tremendous Industry change I see many financial planners quite challenged in cutting through the Fog of Change.

Planners need to have the ability to work with existing clients and provide the best experience possible, engaging with new prospects, and also work on the business. Plus, make those key decisions regarding their business model that drive the business forward.

What are successful businesses doing well?

  • A well-articulated client value proposition and investment philosophy.
  • An identified ‘ideal’ client and target market.
  • A clear, profitable pricing and service model suited to their ideal client.
  • Robust systems and processes to support their operations.
  • A purpose-built client experience delivered consistently by staff and through the use of technology.

At Futuro we have a strong belief in assisting financial planners be better business owners. This is why we see the necessity to facilitate a management consultant experienced in coaching and mentoring support for our business owners. This is a specialist service for Financial Planning Principals from a Management Consultant with over 30 years’ experience in our Industry.

A key feature I like about this service is that Principals receive a personalised coaching session every month, tailored around their business & personal strategies and any current issues.

I am pleased to say that I have experienced very positive feedback from our principals regarding working with our coach.

Comment from Grant Loechel – iPlan Financial Services Australia

“I have been provided with the ability to look at my business objectively, identify the key areas that need focus and document a workable business plan, that we come back to each month to record progress on. Through this disciplined approach I have achieved significantly more in the last 12 months than what I had achieved in the previous 3 years.”

At Futuro we understand the challenges involved in running a successful Financial Planning Practice.

To have a conversation about the value of a specialist management consultant for your business with Licensee support, please call us on 07 3018 0400 or email info@futuro.com.au