• An inability to rely on advertising or branding to generate a reliable flow of new clients
• A business that relies on people, services and skills (not products)
• Difficulty in leveraging the business as profits are driven by hours worked
• Good technical knowledge but challenges in commercialising that knowledge
• A lack of business development training and know-how
• Seek practical and tangible personal and business development opportunities

Problems our clients are often facing...

• My clients are happy but I don’t get many referrals
  
• My relationships with clients are one-way
  
• I just don’t have the sort of clients I dreamed of having
  
• It’s impossible to find the time to grow the business
  
• I spend so much on marketing but I don’t know if it works
  
• I get nervous talking to clients about “business” and “fees”
  
• I just don’t know how to structure a business development plan
  
• I am good at my job, but my employees can’t keep up or let me down
  
• Previous training didn’t work – I need something more practical/hands-on
  
• I don’t want training – I need tangible solutions I can use straight-away
  
• That last client seminar I ran was a lot of work, but what did it amount to
  
• We are getting by, but I know we can do better with some guidance
  
• We just don’t engage our clients and make the most of what we have

Typical industries we assist...

Sole Trader/Self Employed Adviser

• Passionate about their skill and industry
• Often highly experienced and ex-corporate
• Running their own business for first time
• Some success, but unsure how to grow further
• Decent client base, but can’t break into new areas
• Love the job, but busy and sometimes stressed
• Located anywhere in Australia
• Mortgage Brokers, Designers, Consultants

Boutique operation/Small Partnership

• A Business Owner or 2-4 Partners plus support staff
• Enjoyed success but worry about going backwards
• Ready and resourced to grow faster
• Want to improve mix of client base
• Need to find time for management and strategy
• Thinking about profits and not just getting by
• Located anywhere in Australia
• Financial Planners, Solicitors, Accountants

Small to Medium business

• Leases/owns offices with 10-30 staff
• Typically 5-10 client facing advisers
• Still unable to rely on advertising and branding
• Very reliant on advisers growing revenue and clients
• Significant fixed costs – revenue growth critical
• May have a dedicated Business Development Manager
• Located in NSW, VIC or QLD
• Real Estate Agents, Recruiters, Sales Reps

Large Businesses, Corporates or Dealer Groups

• Well established in their industry
• 50+ staff often in multiple locations
• Able to partially rely on branding and advertising
• May be a franchise operation/dealer group
• In-house Learning & Development Manager
• Some in-house Business Development staff
• Conduct internal and external training
• Financial Dealer Groups, Banks, Brokers