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Futuro Forum | Bowral 2012 Murray Burns – My Business. Futuro Financial Services. ABN 30 085 870 015 AFSL 238478 Murray Burns . Starting Point. Had ended previous JV arrangement with small ongoing client base Started to work from home office
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Futuro Financial Services ABN 30 085 870 015 AFSL 238478 Murray Burns
Starting Point • Had ended previous JV arrangement with small ongoing client base • Started to work from home office • Income about $7500 p.m. expected $95,000 in revenue for year
Objectives • Grow business via reviews, foster 2 accounting relationships, start mortgage broking line of income, US home broker needing insurance for clients. • Maintain lifestyle of swimming program, 2 months working from QLD, 4.5 day work week. • Next financial year objective is $195,000
Impediments • Poor time management • Spending time on doing SOA's, getting review data organised, dealing with administration and follow up of new or changes to risk policies and investments. • Lack of communication with current client base and clients not knowing what can be done for them. • Unsure of FOFA impact. • Finding it difficult to ask for true pricing of own value.
Took Action • Recognised needed help & started monthly meeting with PK Completed analysis of business which included all previous points.
Currently Working On • Finish pricing model • Timing map for all reviews • Implement Astute Wheel • Have meetings with accountant to push forward with JV's doing monthly reports concentrating on financial expectations, activity kpi's to track performance.
Financial Performance • End of financial year gross revenue in excess of $140,000 an increase of 47% on expected. • Not had a month below $8500 since started process
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