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Is your Accountant or Solicitor Washing Money like Ozark?

September 11, 2017

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Strong adviser network performance.

March 16, 2017

It's Thursday and this week so far, I have called 125 leads, booked 15 appointments, had two training sessions, researched and completed three product tests and passed the exam for them, updated social media and websites, been to my weekly networking meeting and processed five new client financial plan installs, sent emails, file-noted client activity, dropped my son to Kindy and picked him up four times.  

Motivation is a hard asset to obtain and retain, but when you truly love helping people, it makes working so much more rewarding.  I am really enjoying working with the clients I have and I am driven to find more clients to fill my desk with.


The networks I am working with are the backbone to my immediate success. When you are starting out in business, make sure you have multiple streams of new clients, or life can be hard.


Big thanks to all the partners in my network that are supporting me and introducing me to their clients, for adviser services that I can deliver.


If anyone knows a Bootcamp Trainer working around Cornwall Park, please let me know.  We need a Personal Trainer as part of our 23 person network group.  We also need a Recruitment Specialist to join us as well.  Our meetings are 7am every Tuesday at Alexandra Park Raceway (Gate B).

Contact us.





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