Hi! I’m Daniel Lacy.
You can call me Dan.
Your financial advice business is on the precipice of growing but a lack of time and cash flow is preventing you from making meaningful progress. It's frustrating, and you feel stuck.
You are not alone.
I help leaders in financial advice businesses, like yourself, create the capacity to grow by getting the best out of your people and processes.
It all starts with how you think
With 16 years of experience in the financial advice industry, I have helped hundreds of businesses facing staffing, systems, policy, procedures, balance sheet, debt, activity and acquisition barriers; Barriers that stood in the way of their success.
While I get to the nuts and bolts of your financials, I differ from other business coaches, as I start by understanding how you think as a leader in your business.
A human focused approach to business growth
The Whole Brain® approach
As an HBDI® Practitioner, I am trained and certified to use the Whole Brain® framework to tap into the strengths of individuals and to harness the collective brainpower of teams to create positive business outcomes.
A practical toolkit for leaders and teams
A practical framework for better processing information, issues, people, and decisions you deal with every day.
Awareness leads to action
The Whole Brain® Model provides teams with a common language for translating ideas into action.
Work smarter and optimise performance
Work smarter to improve, productivity, communication, collaboration and innovation of teams within a business.
A highly validated framework
Nine out of ten Fortune100 companies employ Herrmann's highly validated Whole Brain® methodology.
Planning and execution
I make your ideas happen.
Once we understand how you think, I will create a tailored coaching program to get your business running like a well-oiled machine.
I don’t just pitch the dream and walk away.
As a Certified Agile Project Manager, I take care of all the moving parts, so you can get on with working with clients and doing more of the things that you enjoy in and out of the office.
I have the tough conversations with underperforming team members and ensure that the right bums are in the right seats doing the right jobs.
What to expect
Integrity
Being real and putting human relationships above all else.
Leadership
The courage to have tough conversations to get the best out of people.
Trust
I build relationships. I don't just pitch the dream and walk away. I see it through.