This is a podcast ready made for financial experts, advisers, acccountants, mortgage brokers and anyone who helps people by putting to work what’s in their heads to help other people improve their financial situation.
I’ll share the best Masterclass interviews, practical tips and other stuff from my experiences coaching and from within my The Leveraged Advice Firm program to help you improve all aspects of your business.
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This is a podcast ready made for financial experts, advisers, acccountants, mortgage brokers and anyone who helps people by putting to work what’s in their heads to help other people improve their financial situation.
I’ll share the best Masterclass interviews, practical tips and other stuff from my experiences coaching and from within my The Leveraged Advice Firm program to help you improve all aspects of your business.
Building A More Efficient Practice with David & Leasa McLean
THE FINNOVATOR
1 hour 1 minute 8 seconds
1 year ago
Building A More Efficient Practice with David & Leasa McLean
Efficiency is a key focus for most practices at the moment, particularly those driven to work with their target market at a price point that works for everyone.
In this Masterclass, I'm delighted to speak with David & Leasa McLean of Titan Financial Planning. Based in the NSW Central Coast, this was one of a number of goals we started working towards in 2022, with the goal to be able to create efficiencies in the back office that would reduce cost and capacity pressure, whilst enabling them to grow revenue and work with more clients.
Along the way, David & Leasa has undertaken acquisition, wrestled with changes in licensing arrangements and implemented new pricing and service models, which makes what they have achieved all the more satisfying.
This Masterclass will be great for anyone keen to get in under the DNA of a growing firm working with "strivers" and unpack what it takes to achieve sustainable growth.
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THE FINNOVATOR
This is a podcast ready made for financial experts, advisers, acccountants, mortgage brokers and anyone who helps people by putting to work what’s in their heads to help other people improve their financial situation.
I’ll share the best Masterclass interviews, practical tips and other stuff from my experiences coaching and from within my The Leveraged Advice Firm program to help you improve all aspects of your business.
