Helping financial planners focus on what they do best!
Online PR News – 08-February-2015 – Brisbane, QLD – James Fredric, specialist consultant assisting financial planners refocus on their clients, has launched his new consulting service "What's Your Plan?"
"The simplest way to describe my mission is: to find what is stopping financial planners from having more meaningful engagement with their clients and prospective clients; remove the excuses from their system so they can become better financial planners; and in many cases, help them to become better business people.”
James consults with financial planners and uses innovative techniques to maximize their success by focusing on their core business, developing meaningful relationships with clients, and improving the value of their business.
"What's Your Plan?" can send your business soaring! Visit www.whatsyourplan.com.au to find out more!
About the Executive Manager
James Fredric is a specialist consultant assisting financial planners refocus on their clients, and is also the author of The Financial Planners Guide to Business Best Practices and Client Engagement.
With extensive experience across the financial services industry with companies such as National Australia Bank, MLC, Anne Street Partners, Millenium3 in varying capacities as well as several boutique firms including one where James was mentored in how to run a small business, James takes an innovative approach to helping financial planners grow their business.