Successful financial planners do this well. They know the importance of having a plan, knowing their numbers, connecting with their peers and starting with the end in mind. In their eyes, ‘Future Ready equals Sale Ready’, regardless of when or if they want to sell their business.

In this webinar, Cate Americano will discuss the key considerations and profit drivers that directly impact the value of your business and the key considerations every practice should have as part of their strategic plan, to mitigate risks, maximise opportunities and position their clients, their people, their business, and themselves for the future.

Mark Lewin will speak firsthand about how he transformed his financial planning practice into a business and sold it for $1.1m more than originally expected. Together Cate and Mark will discuss the key profit drivers that will make the most valuable difference to your financial planning practice.

Meet our guest speakers:

Cate Americano
CEO, Founder, Director, Inspiration Café Pty Ltd

Cate has 30 years experience in the Financial Services industry, the last 18 years spent coaching some of Australia’s most successful Financial Planning Practices. With her extensive experience and in-depth knowledge of businesses working with start-ups with over $5M in revenue, this has enabled her to develop strategic, results-orientated plans and processes to facilitate change and transform businesses. Cate is a certified Business Coach, Life Coach and Neuro Linguistic Programming (NLP) Practitioner in her own coaching business. She is also a Member of the International Coaching Federation (ICF) and Association of Financial Advisers (AFA) and has a Bachelor of Information Technology and an Advanced Diploma in Financial Planning.

Known throughout the Financial Planning and Adviser industry as their trusted advisor, coach, and mentor, Cate has deep expertise in Business Coaching and Consulting, Practice Development, Operations, Management and Compliance, Cate is passionate about helping Practice Principals, Financial Advisers, Business Owners, CEOs, Leaders, and Licensees build successful, sustainable, and valuable ‘Future Ready’ businesses to achieve their goals, dreams, and vision. 

Mark Lewin
Principal, Back Office Hero

Mark was a Financial Planner for 24 years before selling his business in August 2019 to spend more time growing Back Office Hero, the business he founded in July 2018, to help other Financial Planners improve their business valuations through back-office systems and procedures, robust compliance, and outsourcing.

With a long and varied career working within the financial markets, Mark started in 1982 as the Assistant Accountant in London with a Lloyds underwriting firm, he then returned to Australia to become Assistant Portfolio Manager with a leading Australian insurance company. From 1986 to 1995, he worked as a bond broker with an international merchant bank and became a financial planner in 1995. This background has provided Mark with extensive business experience, insights, and knowledge to assist financial planners to create efficient, compliant, valuable and ‘sale ready’ businesses.

CPD
To obtain CPD for AFA Webinars you must watch the full webinar presentation. Your CPD certificate will be emailed to you within one week of the webinar being held. Please get in touch at events@afa.asn.au should you have any questions about CPD for this webinar.

Register for the event.

The post How ‘Future-Ready’ is your Financial Planning Practice? appeared first on AdviserVoice.