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Futuro Forum | Bowral 2012 Peter Holland – Values Based Financial Planning

Futuro Forum | Bowral 2012 Peter Holland – Values Based Financial Planning. Values Based Financial Planning Is it worth the energy? Peter Holland. Where am I now? How did I get here? How did I get involved in Bachrach & Associates? Your ideal life

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Futuro Forum | Bowral 2012 Peter Holland – Values Based Financial Planning

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  1. Futuro Forum | Bowral 2012 Peter Holland – Values Based Financial Planning

  2. Values Based Financial Planning Is it worth the energy? Peter Holland
  3. Where am I now? How did I get here? How did I get involved in Bachrach & Associates? Your ideal life What is Values Based Financial Planning? How does VBFP work in my business? Retrospective What if you are interested?
  4. Where am I now? Client base Staff Systems and processes Service offering Acumen Private
  5. How did I get here? Early beginnings Fitzpatricks Futuro Fee for service
  6. Involvement with Bachrach Early introduction Sydney Academy 2010 Committed Adviser Program Early wins
  7. Your Ideal Life Creating your ideal life by building an ideal client community by referral only in four years or less
  8. About Us Boutique financial planning business with dedicated hands on team. Not constrained by any institutional limitations - member of the Futuro group, a privately owned and non-aligned financial services licensee. Specialise in offering a fully comprehensive offering for all client sectors. Advice focussed, rather than product driven. Team oriented client service proposition, all staff and business principals totally involved in client process. Network of other professional contacts to assist with client needs (e.g. accounting practices of various size and capabilities, residential and commercial lending, tax experts, commercial lawyers, superannuation lawyers etc).
  9. “The best way to predict your future is to create it” Peter Drucker
  10. Your Ideal Life What does your Ideal Life look like? What does your Ideal Life feel like? What does your Ideal Life sound like? What are you doing? Who are you with? Who are you being?
  11. Funding Your Ideal Life Annual Business Expenses: Present Lifestyle Needs: Future Lifestyle Needs: Loan repayments: Taxes: TOTAL Number of Ideal Clients: Annual Average Fee: $300,000 $200,000 $100,000 $50,000 $200,000 $850,000 50 $17,000
  12. Ideal Client Profile (mine) They are successful people They are financial delegators They are passionate about achieving their goals They enjoy simplicity They value our work together “Once we have a community of 50 clients who meet this profile, we will not accept any new clients.”
  13. What is VBFP?
  14. Delivering the Value Proposition Financial Road Map Referral Conversation Delivering on the promise
  15. VBFP in Acumen
  16. The Values Conversation
  17. Life has purpose Being the best I can Making a difference in other people’s lives Sense of accomplishment Balance More time with family Freedom Security
  18. VBFP in Acumen
  19. VBFP in Acumen
  20. Retrospective Mistakes, I’ve made a few Positives Negatives Would I do it differently the 2nd time round?
  21. Organisational Structure
  22. What if you are interested? Websites: www.billbachrach.com www.trustedadvisertoolkit.com Arrange for free Success Road Map email Joe Arioto jarioto@billbachrach.com
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