Your General Manager
Bob Blurton
Why financial planners chose to work with me.
- Poor profitability, expenses increased and unsure how to fix it
- Overworked – getting burnt out and want to change. Not sure how to get there
- Salaried advisers in their business have poor productivity – finding it difficult to address the issue
- Struggling to get work out – not sure how to fix it
- Accept they could improve their business however not sure where to start
- Would like an independent view of their business – a sounding board
Benefits
- Objectivity and a level of accountability to keep the business on track.
- Improve performance and profitability
- A plan outlining goals, objectives and action steps
- Address issues and reduce stress
- Reduce business risks
- Improve the capital value of your business
- Improved staff retention
How
Most assignments commence with a review of the business & setting up the plan of attack (Strategic Plan).
I work with financial planners and their staff to help get projects completed and working in the business.
This is followed by ongoing accountability sessions on a regular basis.
Complimentary Initial Meeting
I offer a complementary initial meeting to discuss your business and to see if I may be of assistance.