Effortless Engagement

We are delighted to be working alongside David Russell and the talented team at Moneyplan Australia as they continue to innovate and reimagine the future of financial advice. Our team is excited to see your progression and celebrate the positive impact you’re creating—not just for your business and team, but most importantly, for your clients. #Innovation #FinancialAdvice 

Cashflow is the lifeblood of financial planning. A robust cashflow philosophy is key to delivering consistent client value. For advice businesses with the ability to provide lending solutions that align with their cashflow approach and overall advice strategy, this impact is further amplified. Sam Gawenda and the team at Rising Tide have made great strides in refining their Cashflow Philosophy, achieving stronger alignment and integration between their Planning and Lending services. This approach is enhancing the client experience and delivering tangible benefits for all involved. Thank you, Sam, for sharing your feedback on working with Effortless Engagement. We look forward to supporting your ongoing journey and progress!

Realising business potential requires courage, leadership, planning, and decisive action. One way to accelerate success is by leveraging from the experiences of others. As Andrew Pearce, Executive Director and Head of Growth at Collins SBA, puts it: “The value of working with Effortless Engagement is that they’ve been through it countless times. They understand what’s most likely to work and can save you a significant amount of time in implementing high-value initiatives."

Unlocking business potential takes courage. It requires a thorough examination of all business areas, understanding their interconnections, developing a comprehensive action plan aligned with performance expectations, making decisive choices, and following through with persistence. Planning and perseverance lead to breakthroughs. As Damien Griffiths from Sphere Financial Services puts it: 'Throughout our journey, we’ve been able to define our advice philosophies, craft our vision, fully grasp our end-to-end service offering, and recognise how each part impacts our clients.' Keep pushing forward—the breakthroughs await. 

Unlocking business potential begins with an honest assessment of very area in the business and how they interconnect. This includes everything from: Business Metrics, Vision, Strategy, Organisational Structure, Leadership and Performance Culture, right through to Growth and New Client Onboarding, Alignment of REM Structure , Delivery of Client Value, Advice Philosophies, Advice Production, Implementation Efficiency, Technology, Processes, Pricing…and everything else in between. As Matt Hale said when sharing the experience at Rising Tide ‘There’s some honest truth that needs to be seen, heard and felt. But it will be life changing’

The importance of an Organic Growth Strategy cannot be overstated. Yet we find this critical piece is often missing, or not fully developed in many advice businesses. Driving strong Organic Growth requires a strategy and integrated framework. This includes: 1.     Growth Plan for each individual adviser 2.     Adviser Skills and Confidence (to execute their plan) 3.     REM Alignment 4.     Profitable Pricing Model 5.     Business Marketing Plan 6.     Growth Culture 7.     Systemic Delivery A properly developed and implemented Organic Growth Strategy can be one of the simplest ways to delivering business sustainability, enhanced business performance and increased business value. With FY25 underway, make sure your Organic Growth Strategy is in place to maximise your business potential.

North of 50, is set for release in Q4. We uncover how top-tier advisory businesses are consistently achieving profit levels greater than 50%, all while maintaining impressive levels of growth. In North of 50, we shatter traditional industry thinking and challenge limiting beliefs, providing you with innovative strategies and actionable insights to elevate your business performance. Register for your advance copy of the report by clicking the cover page below. North of 50….The future is yours to create