At Quantum, we believe in supporting the Financial industry and connecting our clients with knowledgeable partners. Partners who have the same values as us, can help to identify opportunities and strengthen your business.
Your General Manager
Why financial planners chose to work with Bob
Bob has a passion for working with business owners and helping them reach their goals and aspirations. Bob has been a mentor to many Financial Planning Industry participants including business owners, financial planners, practice managers and others, he enjoys coaching and working with other Professional Services business owners. With a long background in Senior Management within Financial Services he has a lot to offer as a coach and mentor.
There are various reasons why planners choose to work with Bob – from working on specific projects (i.e review of fees) to identifying change, overcoming burnout and increasing productivity.
If you have identified an issue and are looking for support in finding or delivering a solution or simply looking for a sounding board- we recommend getting in touch with Bob. He’s where many people go first when they aren’t sure where to start.
your General Manager
Working with Bob
Get key business projects finalised and implemented
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
In many cases financial planners require help in various projects to improve the business. Bob brings knowledge of what is working elsewhere and the examples /templates to improve your ability to complete a project & have it implemented.
Alternatively some assignments commence with a review of the business & setting up the plan of attack (Strategic Plan).
Keeping the business on track – accountability sessions on a regular basis are also available.