Empowering Financial Advisors and Business Owners to Grow, Thrive, and Live the Life They Envision.
Discover Your Path to Growth
Empowering Financial Advisors, Brokers & Business Owners to Grow their business, Thrive, and Live the Life They Envision.
Most small to medium size businesses don’t have the time, capital or scale to hire in specialist functions into their business on a full-time basis, but they miss out on opportunities by not having access to them. That is where we come in. We come in on a fractional basis, working one or two days a month to identify the pain points and the potential in your business. We work with you, your team and industry partners to help you unlock your businesses potential.
Businesses take us on because we understand your business, we will be a guide for your business strategy and provide the necessary expertise to manage and anticipate the risks that lie ahead.
We provide the focus and structure for your business so that you can experience the freedom that comes with that.
Focus + Structure = Freedom
Your Advisor Board
Philip
Passion
Transforming Your Vision into Reality
Purpose
Building a Business That Works for You
Presence
Show Up Strong in Every Aspect of Your Life
Passion – Transforming Your Vision into Reality
Your Passion is Our Mission
You started your business to make a difference, not to get bogged down in inefficiencies or burnout.
“We help financial advisors rediscover their ‘why’ by streamlining operations, implementing growth strategies, and aligning their business with their true purpose.”
Example: A financial advisor who wanted to focus on educating clients found renewed energy after we automated their workflows and designed a sustainable client growth strategy.
Let’s create a thriving business that aligns with your passion and purpose.
Empowering Financial Advisors and Business Owners to Grow,
Thrive, and Live the Life They Envision.
Purpose – Building a Business That Works for You
Purposeful Growth, Designed for You
We believe your business should reflect your values and goals. Our strategies help you grow your client base, increase profitability, and free up your time so you can focus on what truly matters.
We help you uncover your values so you are living a life of alignment. We look to support you to gain peace of mind by making sure you are balanced in a world that is becoming increasingly imbalanced. Work, health, finances and relationships are key pillars that we will support you on your journey.
Example: “Advisor we worked with last year has grown their business by 33% in one year which is allowing them to hire support staff, take more holidays and reclaiming evenings and weekends for family. We designed a personalised business model with sustainable growth at its core.”
Let’s create a thriving business that aligns with your passion and purpose.
Presence – Show Up Strong in Every Aspect of Your Life
Be Present for What Matters Most
Your business success shouldn’t come at the expense of your personal life.
“We help you create efficiencies that let you step away from the day-to-day grind while ensuring your business continues to thrive.”
Example: “A firm owner scaled their team, automated compliance tasks, and now takes a 6 week vacation every year—knowing the business runs smoothly in their absence.”
Let’s create a thriving business that aligns with your passion and purpose.
The Advisor Board GAP Analysis System
Using our unique Gap Analysis System of your business, we identify the gaps, the problem areas and create an action plan / strategy to fill those holes to create a more streamlined businesses where every stakeholder is pleased.
How We Work Together
Step 1
Connect
Schedule a consultation.
Step 2
Plan
We’ll design a customised growth and efficiency strategy.
Step 3
Thrive
Watch your business flourish while you reclaim your time.
What Our Clients Say
Philip has always been very proactive in all of his conversations and advice.
He brings a depth of knowledge and experience. During a recent offer to
purchase our brokerage, Philip was invaluable in breaking down the details
and important issues. This helped us make the right decision not just for the
business but also for myself and my family.
Midlands Business Owner
Philip’s depth of knowledge of the financial services industry is second to none. Together with his honest and holistic approach to business he has been able to provide clarity of journey in helping us grow our business. The gains we have made in a year have been phenomenal.
Business Owner based in Leinster
Working with Philip has been transformative for our business. We had the pleasure of having a 5 year working relationship with Philip, prior to him coming onboard as our consultant. He is an incredible asset to our business, he dovetails both innovative thinking & ideas for our business with a diligent work ethic to consult and improve our operations in a short, medium and long term lens. Philip adds value & his dedication to his client & passion for the business is unrivalled. Our business has grown by 100% in two years on the back of his guidance.
Westmeath Business Owner
Our Blog Posts
Managing Client Emotions During Market Volatility
Managing Client Emotions During Market Volatility - Without Letting It Take Over Your Day When markets get rocky, emotions run high. Advisors often become emotional shock absorbers for clients. It’s part of the job, but if you’re not intentional about how you manage...
The Importance of a Clear Structure for Client Reviews
The Importance of a Clear Structure for Client Reviews: Building Strong Relationships and Managing Expectations As financial advisors, one of our most important responsibilities is to ensure that clients feel heard, understood, and valued. I met with a client of a...
A Financial Advisor’s Guide to Running a Business with Clarity and Confidence
Facts vs. Feelings: ‘A Financial Advisor’s Guide to Running a Business with Clarity and Confidence’ Financial advisors, play a critical role in guiding clients through their financial journeys, offering insights, strategies, and peace of mind. While they often serve...