The Travels Begin

 

So my year of tripping is about to commence.

Our Marketing Discovery sessions with clients and colleagues wrapped up last week.  The family then kicked back with friends over a BBQ, I took off to a movie (The Book Thief!) and rested up over the Australia Day long weekend and tomorrow marks the start of my travels for 2014.  A full month or more at home is a bit out of the ordinary for me!

I’m off to Newcastle to see a potential client, then drive to Sydney the following day for the branding review, have lunch with a colleague and meet with lots more clients over the course of the Friday evening and Saturday, before returning to the Gold Coast.

I’ve also been busy prepping for our big trip next Thursday to Bali for the first Wealth Planning Partners offshore retreat.  Our sessions on Marketing, Social Media and Business Planning are covered off.  I’ve a bit more work to do on our Client Value Proposition and Service Level Agreements and the Client Experience but am looking forward to everything that we’ll uncover whilst there.  I’ve booked in a cooking class and Spa Treatment while we’re there and the boys are hoping for new tailor made suits too!

After that, we’re off to Kuala Lumpur, Malaysia to join other delegates from around the world at one of the premier events for financial advisers, The Million Dollar Round Table Experience.  Should be good!  Might even try for another Food Tour when we’re there.  I’ve done them before and they’re great!

I’ve also had another first this week.  I’ve always wanted to be a published author, so have started small and contributed an article to a book called Financial Freedom Explained by Mithra Publishing.  I’ve ordered a few copies of that and am looking to turning over the pages to see how it all turned out!

Busy times!

More soon on my adventures!

A Rebranding Journey…

Many years ago when I formed my first company with my long term senior partner, Wealth Planning Partners (WPP) was born.  It was an easy birth.  A friend did a ‘love job’ logo which cost us nil and it was business as usual – with a new name…

Well, that no longer works for where WPP is today, and we’re taking an incredibly different journey this time. It’s almost time for my senior partner to exit the business (in his 70’s! – great effort!) and re-brand for the new talent (all in their 40’s and younger…)

I’ve engaged a marketing consultant,  the lovely Aranka Nolan of Einstein Marketing, who is interviewing my support team,  advisers, and potential talent who’d like to join; she’s chatting with a cross-selection of clients, referral partners and long term business associates.  She’s going to get to the bottom of who Wealth Planning Partners is, uncover the value our clients perceive that we give them, how others see us, and give lots of feedback to incorporate into our new brand – which is obviously a lot more than a logo this time around.  I’m expecting a longer labor and trickier delivery!

This is a journey I’ve never been on before and it looks like it’ll be an interesting ride!  I’m sure there’ll be some lovely feedback, and possibly some serious challenges will be uncovered that we’ll really need to work on.  But, overall, I’m sure it’ll be a great experience, a good discovery lesson for ourselves and our clients and leave us in a really great place going forward!

Part of the team retreat in Bali (only 19 sleeps away!) will be all about discovering what we’ve learned in the process, digesting the feedback and incorporating those insights into what we do going forward.  Building a great culture around our brand.

If you’ve got a financial planner who you’d like more from, I’d love to hear what you’d like to get back?  What’s important to you?  How could they do things differently and leave a bigger smile on your dial?

2014! And we’re off and running!

Well I thought 2014 was going to be a big year, and it’s already started with a Bang!

A family catch up; the arrival of Baby Chad into my extended family; the funeral of a lovely young friend and client, who sadly lost her battle with leukemia aged 25; a new Brand yet to be launched for my business; feedback from clients indicating I seriously need to introduce an Induction program for new financial advisers joining my team; two overseas trips planned (Bali & Japan,) a third possible (Canada;) national trips already booked to Melbourne, Sydney, Adelaide and Newcastle, and a visit to a good friend arranged for to the Sunshine Coast next week… to start with anyway! It’s only Day 4… And I’m not even officially back at work yet… Phew!

Last year I made myself one New Year’s Resolution – something I needed to do, and was sure I could stick with.

EAT MORE SLOWLY!

I Really Love Food!  Especially good food with great company!  Unfortunately, with a busy life, I usually have something to do or somewhere to be and tend to inhale rather than enjoy my meals, so that was a top priority for me… and my health.  I wouldn’t say I’ve nailed it, but I’m certainly a lot more conscious of savoring and enjoying what’s before me.

Having said that for resolutions, I also managed to find and purchase two positively geared investment properties, take three overseas trips, improve my business and recruit new talent.  This year I’m still not entirely sure what to work on, but having had a dodgy back for a while (not helped by frequent flying) I think I’ll:

IMPROVE MY FITNESS

Baby steps for me.  Have started with a pre-exercise stretching routine to fix a nasty pelvic tilt and will go from there…

Would love to hear what you’ve decided to run with and are pretty determined to stick to?  Beyond the first two weeks of January that is!