Michael Gillet CFP®
“Dan’s ability to assess the business from a high level allowed me to make some strategic, long-term decisions about the direction of the practice that I was unable to do due to my time being absorbed by crisis management that was happening day to day in the shadows of the Royal Commission and commencement of Look Back audits. Dan’s recommendations put us on the track of converting most of the client base to fee paying clients on annual advice agreements well before the commissions were switched off in May 2020. This project was timed well with the negotiating of the sale of our practice in December 2020 and I have no doubt, Dan’s actions added significant value to the final practice value.
Dan puts a plan in place and holds you accountable for achieving that plan. Dan’s experience across business processes (specifically Financial Advisory practices in our case) was invaluable as best practice from other firms were applied to mine. It certainly added value when the sale process was completed.
I have no hesitation in recommending Dan’s services.”
- Michael Gillet CFP®
Robert Feltrin, The Harrison Group
“Due to Daniel’s direction, advice and added support in designing and implementing our HR strategy, we saw high levels of engagement, became a 2 year running employer of choice. More importantly, we were able to find gaps in our capacity constraints to ensure not only did we attract the right talent, but we were able to retain them.
Daniel is a true professional when it comes to solving key business challenges. Daniel is an excellent facilitator and any business would thrive from his offerings. A true operational leader, who understand employee engagement, motivation and has a true eye for detail. Would recommend Daniel to any business after an Authentic Leader who will add value to your business. In addition, It was a pleasure to have collaborated with Daniel, he really understands what is possible within an organisation, and finding “capacity” in areas in which you thought never existed.
Daniel showed us how we can foster our culture by providing clear, consistent, and relevant communication. In addition, ensuring we provided a working environment where staff have the ability to do their best each day, whilst ensuring staff had limitless avenues of recognition, training, and collaboration.”