Setting up your processes to 10x your business

Hugh Robertson has built an award-winning advice business servicing accumulators, pre-retirees and retirees. In ten years, Hugh has 10x his revenue in 10 years and attributes the success and sustainability of his business to having robust processes and setting strong operational foundations which have the client experience front of mind.

We covered a lot in this session including:

• Where Hugh focused his attention in the early days of his business
• The mistakes Hugh has made and the lessons he has learnt as a self-employed adviser over the last 10 years
• The importance of knowing your numbers and setting targets for all staff
• Why self-employed advisers need to learn how to manage people effectively and how Hugh has approached this in his business
• What Hugh’s advice process looks like and how he ensures his team are on track to hit the company’s BHAG (Big Hairy Audacious Goal)
• Why your attitude is everything, and how Hugh handles hard times

Resources/Links from this session:

• Hugh’s ‘brain dump’ notes in the lead up to this session
• Stephen Covey’s Big Rocks example
• Process.St Financial Planning Client Onboarding checklist

How to connect with Hugh:

• Hugh’s profile on the XY platform
• Hugh’s profile on LinkedIn
• Hugh’s website Centaur Financial Services