Angus Taylor

Angus Taylor runs a financial services business offering good quality, high-value financial planning advice. His business helps his clients get on top of their finances, get clear on their goals, and help them achieve their goals. 

Prior to joining the Wealth Accelerator Program, Angus has been running his business for four years. Although Angus was good at what he does, providing sound financial advice and adding value to his clients, he had troubles running his business. 

“I had a lot of frustrations in my business.  I know what I’m doing when it comes to providing advice to people and adding value to people’s situation. But the whole idea around running your own business, how to structure your business, how to structure your business, how to convey your business to the market is where I was lacking.”

SEEKING PROFESSIONAL HELP

Most entrepreneurs get into business because they are good at what they do but oftentimes, they start their business without the understanding of all the other aspects of the business. And that’s understandable, we can’t know everything right from the start. But this lack of knowledge gets in the way of what we’re trying to achieve, that is why it’s important to reach out and seek help from experts.

“I guess at the start, I thought I could just do it myself. And as I was working in the business, I realized I needed help. So it was always my plan to look at getting someone to a consultant to come in to help me. And I heard on the grapevine about you and that’s how it came to be.”

GAINING CLARITY ON WHAT YOU’RE WORKING TOWARDS

“When I started, I didn’t have a clear idea about which way my business was going. I knew where I wanted to be but everything was quite murky. I didn’t know the clients I was going after. I didn’t know anything about marketing. I didn’t know about how to make a simplified process, and how to work my pricing structure. And just because everything was so unclear for me, it just did not come well. […] I needed to gain more clarity, and set the foundation correctly.”

Gaining clarity on what you are working towards is vital. There are so many things we can be doing and sometimes we can get intimate by all these different things we’ve got to do. It might be hard to gain momentum forwards, but we need to continue to forward. And to do that, we need to gain clarity on what we are working towards. Through our program, Angus found his north start and from there, everything was clear; his goals, where his business is going, what he needed to do to reach his goals, what are the foundations he needed to set up.

THE 3 BIGGEST BENEFITS ANGUS GOT FROM THE WEALTH ACCELERATOR PROGRAM
  1. Gaining business and financial clarity
  2. Simplifying systems and processes
  3. Pricing structure
THE GREATEST VALUE

There are so many business owners out there who over-complicate their way of business and most often, it does more harm than good. We don’t need more complexity in the business world than it already has, so our program strives to simplify the most complex business concepts out there. Angus is one of the many business owners who benefit from our efforts to simplifying the journey to business success.

“I was feeling overwhelmed about what I needed to do next to grow my advisory business and Jackson has made it so simple to understand what I need to do and how I need to do it.“

SO, WHAT DID THE PROGRAM DO TO SHEFFIELD FINANCIAL?

The Wealth Accelerator Program brought a lot of value to Angus not only to his business but to his personal life. Not only did the program help him gain clarity, but it also helped him gain momentum towards growing his business.

“I’m looking at things now with a whole lot more clarity. Before I was just trying to get what I could. Now, I’m very clear and structured on what I’m after. And not only that, I now know what my processes are. I’ve got a structured program and know what clients I’m taking in. That’s basically what I needed. Now, I can go into any meeting or conversation confidently knowing exactly who I am and what I’m doing.”

WHAT CAN ANGUS SAY TO OTHER FINANCIAL ADVISORY BUSINESS OWNERS CONSIDERING THE WEALTH ACCELERATOR PROGRAM?

“Building a business is like building a house. If the foundations aren’t there, it’s going to be a crappy house. So yeah, reach out and see what else is there, get an understanding, and make sure you are on the right track. Doing a course like this is highly recommended.”

Are you on track to achieve your financial an lifestyle goals?

Complete an expression of interest form and we can discuss how we can help you remove cash-flow bottlenecks
and turn your business profits into personal wealth.

STEP 1 TO BECOME A PRIVATE CLIENT

Complete an expression of interest form and we can discuss how we can help you remove cash-flow bottlenecks and turn your business profits into personal wealth

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