Alliances
Radar Results maintain a number of Key Relationships. These Relationships have been developed to allow us to introduce expertise to our Clients when needed.
Logical Creativity provides business coaching services to SME’s and they are particularly good at getting businesses out of tight spots. We’ve been using Michael’s services for well over a year now and he in particular has really helped with getting us organised and focused so we can serve our clients better. Ideally, when you’ve finished buying a business, get Michael or one of his coaches in to help you put a plan in place to take the business to where you want to go.
Website: www.logical-creativity.com
Most financial planning principals can identify the challenges facing their business, however the smart ones know that this is in fact where the biggest difficulty lies... doing something about it.
The successful ones are those who allocate time and resources to overcome these obstacles. Why do they do this? Because they know that to be better than their peers their success is dependent upon execution. This is where we come in.
Pinnacle Practice works with financial planning businesses committed to making strategic changes in their business to improve the bottom line. We provide strategic advice and implementation support in the following areas: Succession Planning, Business Growth, Client Value Proposition and People and Culture.
The principals, Anne Fuchs and Rodney Gibson, have been working in financial
planning for a combined 28 years. Together, they have expertise in
establishing, managing and then selling successful financial planning businesses.
Their qualifications extend from their Dip FS FPs, to Accounting, Law and
Political Science.
Website: www.pinnaclepractice.com.au
Radar Results are proud sponsors of the Association of Financial Advisers Ltd (AFA) National Conference on October 4-6 2009 at the Gold Coast RACV Royal Pines Resort.
Website: www.afa.asn.au
Having your compliance in order can help to ensure that you get the price you deserve for your business. Gold Seal provide an integrated compliance and legal service and are first rate when it comes to understanding the needs of financial services businesses in financial planning, mortgage broking and general insurance. They offer a full range of compliance services from obtaining or varying licenses, compliance manuals and helplines, setting up and managing compliance systems and of course, the inevitable audits. And after their legal team handle your sale or purchase, the compliance team can help with integration. Gold Seal have a pretty impressive pedigree: they're a Professional Services Partner to the FPA, they sit on an ASIC Advisory Committee (for AFS Licensing), they have a joint venture with the Mortgage and Finance Association of Aust and are a key service provider to the Steadfast Group (gen ins) for compliance and HR issues.
Website: www.goldseal.com.au