Financial Adviser?

WHAT IS YOUR GOAL?

Financial Adviser?

WHAT IS YOUR GOAL?

Start a practice

Not sure where to start but you know you have the desire and the industry experience?

At JFDI, we’ve created a roadmap you can follow..

  • PLAN:
    • Clarify the ‘why’ behind your business,
    • Understand your competitive advantage and set your strategy and objectives
    • Sort out who you’ll need to build relationships with to take you forward
    • Create a cash flow forecast and financial monitoring system
    • Create an actionable marketing activity plan
  • IMPLEMENT:
    • Implement your marketing activity plan to build visibility with your target audience
    • Begin to build and maintain important referral relationships
    • Get active on appropriate social media platforms
    • Leverage your time by getting in front of groups to share your message
    • Measure your results
    • Review what’s working, what’s not working and adjust as necessary

With JFDI’s ground-breaking platform of online tools and REAL accountability from a leading Business Coach – YOU CAN DO IT!

Starting a practice

Not sure where to start but you know you have the desire and the industry experience?

At JFDI, we’ve created a roadmap you can follow..

  • PLAN:
    • Clarify the ‘why’ behind your business,
    • Understand your competitive advantage and set your strategy and objectives
    • Sort out who you’ll need to build relationships with to take you forward
    • Create a cash flow forecast and financial monitoring system
    • Create an actionable marketing activity plan
  • IMPLEMENT:
    • Implement your marketing activity plan to build visibility with your target audience
    • Begin to build and maintain important referral relationships
    • Get active on appropriate social media platforms
    • Leverage your time by getting in front of groups to share your message
    • Measure your results
    • Review what’s working, what’s not working and adjust as necessary

With JFDI’s ground-breaking platform of online tools and REAL accountability from a leading Business Coach – YOU CAN DO IT!

Establish a niche

It can be hard to make the decision to ‘niche’ or primarily serve ONE target market with your unique skill and ability.  Often we fear ‘missing out’ on business, so we never take the plunge when in fact it just might be that plunge into a niche market that will allow us to experience massive growth and satisfaction!

By remaining a ‘jack of all trades and master of none’, you might just be unwittingly holding yourself back.

If you feel it’s time to specialise or niche, JFDI has your back!

Our unique 100 Days programme will provide you with online tools and live support to help you:

  • Clarify a niche market
  • Identify your unique offering to that market
  • Create a plan of action to help you reach influencers and referral sources
  • GET INTO ACTION so that you can begin building your visibility and reputation within your chosen niche
  • Be accountable – to your Coach and to your fellow 100 Days participants who are all on their own goal achievement journeys.

With JFDI’s ground-breaking platform of online tools and REAL accountability from a leading Business Coach…YOU CAN DO IT!

Establish a niche

It can be hard to make the decision to ‘niche’ or primarily serve ONE target market with your unique skill and ability.  Often we fear ‘missing out’ on business, so we never take the plunge when in fact it just might be that plunge into a niche market that will allow us to experience massive growth and satisfaction!

By remaining a ‘jack of all trades and master of none’, you might just be unwittingly holding yourself back.

If you feel it’s time to specialise or niche, JFDI has your back!

Our unique 100 Days programme will provide you with online tools and live support to help you:

  • Clarify a niche market
  • Identify your unique offering to that market
  • Create a plan of action to help you reach influencers and referral sources
  • GET INTO ACTION so that you can begin building your visibility and reputation within your chosen niche
  • Be accountable – to your Coach and to your fellow 100 Days participants who are all on their own goal achievement journeys.

With JFDI’s ground-breaking platform of online tools and REAL accountability from a leading Business Coach…YOU CAN DO IT!

Double your Revenue

Jennifer and David – the founders of JFDI – have walked in your shoes. We both have past experience as financial advisers and truly understand how difficult it can be to grow a thriving practice, especially if you work on your own.

That’s why we’ve decided to share our absolute best tips and tools with you when you embark on YOUR 100 Days journey.  During the programme, you’ll receive guidance around:

  • Creating a referral system that suits YOUR style and is simple to implement
  • Developing your unique communication plan that will help you stay ‘top of mind’ with clients
  • Building productive strategic partnerships with complementary professionals

And our unique system will provide the accountability to ensure you actually achieve what you set out to!

With JFDI’s ground-breaking platform of online tools and REAL accountability from a leading Business Coach….YOU CAN DO IT!

Double your Revenue

Jennifer and David – the founders of JFDI – have walked in your shoes. We both have past experience as financial advisers and truly understand how difficult it can be to grow a thriving practice, especially if you work on your own.

That’s why we’ve decided to share our absolute best tips and tools with you when you embark on YOUR 100 Days journey.  During the programme, you’ll receive guidance around:

  • Creating a referral system that suits YOUR style and is simple to implement
  • Developing your unique communication plan that will help you stay ‘top of mind’ with clients
  • Building productive strategic partnerships with complementary professionals

And our unique system will provide the accountability to ensure you actually achieve what you set out to!

With JFDI’s ground-breaking platform of online tools and REAL accountability from a leading Business Coach….YOU CAN DO IT!

Build a team

Is it time to take your practice to the next level by building your team?

JFDI has your back!

During your ‘100 Days’ programme, you’ll receive guidance and accountability around:

  • Ensuring your existing systems are documented
  • Clarifying what characteristics you need in a new team member
  • Writing a thorough role description
  • Identifying your practice’s USP and being able to communicate it to prospective team members
  • Interviewing tips
  • On-boarding and training your new team member(s)

Whether it’s adding advisers or hiring a ‘ninja P.A.’, we’ve ‘been there, done that’ and can help provide you with tools and accountability to ensure you make it happen.

Our ‘100 Days Goal Workbook’ is specifically designed to support you to identify not only identify the main objective you want to achieve in 100 days, but also to get you moving!  Our unique ‘sprint’ framework will support you to identify exactly what step you need to take next in order to achieve your goal.  In addition, our regular live webinars and feedback from a leading Business Coach will provide you with motivation and accountability to keep moving!

With JFDI’s ground-breaking platform of online tools and REAL accountability from a leading Business Coach…YOU CAN DO IT!

Build a team

Is it time to take your practice to the next level by building your team?

JFDI has your back!

During your ‘100 Days’ programme, you’ll receive guidance and accountability around:

  • Ensuring your existing systems are documented
  • Clarifying what characteristics you need in a new team member
  • Writing a thorough role description
  • Identifying your practice’s USP and being able to communicate it to prospective team members
  • Interviewing tips
  • On-boarding and training your new team member(s)

Whether it’s adding advisers or hiring a ‘ninja P.A.’, we’ve ‘been there, done that’ and can help provide you with tools and accountability to ensure you make it happen.

Our ‘100 Days Goal Workbook’ is specifically designed to support you to identify not only identify the main objective you want to achieve in 100 days, but also to get you moving!  Our unique ‘sprint’ framework will support you to identify exactly what step you need to take next in order to achieve your goal.  In addition, our regular live webinars and feedback from a leading Business Coach will provide you with motivation and accountability to keep moving!

With JFDI’s ground-breaking platform of online tools and REAL accountability from a leading Business Coach…YOU CAN DO IT!

Talk to us about your goal

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Over the course of the next few months, we will be following the journey of a pilot group of trailblazers who are using the 100 Days programme to achieve their own goals. You can follow their progress (and the progress of 100 days) by subscribing. Please use this form below and we'll send you weekly updates to your inbox.

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