Work with me

For Practice Principals and leaders in the financial advice industry that want to grow their business by getting the best out of their people and processes.

 

Step 1:

The Thinkcap Workshop

 

The Thinkcap workshop is an uplifting experience that will give you unique insights into yourself and your business. We'll uncover obstacles that are getting in the way of growing your business. And, you'll walk away with an in-depth understanding of how you think and how you can apply it for better productivity, communication, collaboration and innovation in your business.

Includes:

  • 90 minute Zoom workshop

  • Hermann Brain Dominance Instrument (HBDI)® assessment

  • Whole Brain® Thinking profile

  • SWOT analysis

  • Coaching program recommendations

$800 + GST
(additional participants: $300 + GST per person)

 

Step 2

Business Growth Programs

Not just a pretty business plan. It's about execution.

After the Thinkcap workshop reveals how you think, I help you create capacity in your business through a tailored coaching program. There is no one-size fits all approach. Each program is tailored to suit the size and goals of your business.

 
 

Coaching and project management

  • 1/2 day planning session with key decision makers

  • 5 year, 3 year and 1 year business goal setting

  • HBDI® assessment and Whole Brain® Thinking profiles for all team members

  • Monthly coaching sessions (phone, Zoom or in-person)

  • Project manage the execution of deliverables to put the right structure in place for business growth in the areas of:

    • Your People - productivity, collaboration and communication for onshore and offshore staff.

    • Your Processes - advice process, client experience and marketing.

    • Your Policies - HR, business continuity, technology and WH&S.

From $1,800 p/month + GST
Minimum 12 month commitment

 

Business Of Thinking® Workshops

  • HBDI® assessment and Whole Brain® Thinking profiles for all team members

  • Modular hands-on workshops tailored to your business and teams to teach theory through activity.

  • Workshops cover a range of topics including:

    • Communicating

    • Problem Solving

    • Decision Making

    • Your Client

    • Coaching

    • Team work

    • Creative Thinking

    • Thinking Agility

Price: Quote upon request