Whitley Bay, England, United Kingdom
I work with advisers and firms struggling with operational efficiency, frustrating their growth potential and limiting their future business value and often preventing it. I've collaborated with 100's of advisers over 17 years, helping them to increase their business fitness and capability. I've also supported in excess of 80 business to fully exit over the past 6 years. As Regional Sales Director at True Potential LLP, I love working with a talented and driven team to build a business that now generates £407 million in turnover and £220 million in profit-a testament to our ability to deliver real results for our clients. At True Potential, we don’t believe in one-size-fits-all solutions. Instead, we work closely with financial professionals to develop tailored, forward-thinking strategies that empower them to grow and thrive. Our success is built on a simple principle: we do what we say, and our clients see the benefits. I specialise in consulting and providing innovative solutions to: ✔ Retiring advisers looking for a seamless succession plan ✔ Employed advisers considering the move to self-employment ✔ Self-employed IFAs seeking better rewards for their hard work ✔ Mid-sized Wealth Management firms wanting next-level technology and support Always happy to connect and chat with people doing interesting things - feel free to say hello. Looking forward to meaningful conversations with like-minded professionals. 🚀 Contact Me: [email protected] 07703 610693
I provide consultancy and strategies for the following groups of professionals. • Retiring advisers • Employed advisers looking to go Self-Employed • Self Employed IFA’s wanting better rewards for the work they do • Mid-sized Wealth Management firms wanting next level technology
As Implementation Manager for True Potental I lead the installation and implementation of our web based solution to over 250 directly authorised firms. Elements included: Overall responsibility for the implementation of all firms onto the True Potential system. - Management of True Potential implmementation team to deliver timely and successfull rollouts to firms. - Data migration oversight - Business process analysis - Firm liason and relationship oversight - Project management leadership - Training Course design - Training Course delivery (over 1000 individuals trained) I was also central to the True Potential Head Office recruitment strategy identifying government schemes with local universities to recruit young and highly motivated university graduates. As part of this I negotiated funding covering initial recruitment costs, significantly reducing overhead. Additional Skills: As part of my role as implmementation manager I had overall responsibility for HO system operations, such as Mail Server, Domain Controller , NAS/SAN and network architecture. All of these elements were originally purchased, designed and setup by myself as part of True Potentials original setup. I had overall responsibility for all hardware procurement and purchasing, as well are arranging and setting up financing options. Other notable achievements: The successfull rollout of Gotomeeting across the True Potential operation, most notable example being the implementation of V5 to Positive Solutions IFA Partners successfully using a full web enabled strategy (gotomeeting) to deliver low cost and effective training solution to over 1000 users. The result was successfully delivered within 1 week, with normal business levels barely affected.