Kevin Smith

Kevin Smith runs a financial advisory business that helps everyday Aussies gain control over their personal and business cash flow through holistic financial planning and education.

Kevin was looking at ways to shortcut his business with an idea on how to do so in his mind. But he didn’t set out plans and processes to help him grow his business consistently whilst acquiring customers. He knew he needed the help of an expert to turn his idea into concrete plans with systems and processes to support it.

SEEKING HELP OF AN EXPERT

After identifying the problem and your needs, the next step is to find someone who can help you solve the problem. With that being said, it is also important to work with someone who is trustworthy and has a track record of success. Luckily for Kevin, he already knew someone in his network that could help him.

“I knew your background and you had a compelling offer in terms of identifying where I’m at, where I want to go, how can you help me get there. I wasn’t quite there yet but with you, I can start building solid foundations.”

SUPPORTING YOUR IDEAS WITH PROCESSES AND SYSTEMS

Ideas can only work when you have processes and systems in place to support them. Through the Wealth Accelerator program, Kevin learned the methods that he can implement in his business to help it grow and scale.

“The program taught me methods that can be implemented in my business and I’m starting to see the fruits of that delivery whereas previously, it was more of a shotgun approach. I was putting it out there in hopes for something to come back. Now, it’s a lot more targeted. I know the three main silos in my business and I’ve been able to put some people on to help support the growth of my business”

FOCUSING ON VALUE

As a business owner, your time is better spent ON the business instead of IN it, and delivering value to your customers. For Kevin, putting systems and processes in place helped grow his team to streamline the business workflow, and take low-value tasks off his plate so he can focus on servicing his clients.

“Now, I’m concentrating on tasks that deliver value to our customers, and getting rid of stuff that I shouldn’t be doing and I shouldn’t be paying myself to do.”

THE 3 BIGGEST BENEFITS KEVIN SMITH GOT FROM THE WEALTH ACCELERATOR PROGRAM
  1. Pricing structure
  2. Defining your target market
  3. Lead generation
THE GREATEST VALUE

Working with the Aureus team brought a lot of value not only in Kevin’s business but also in his work-life balance but what stood out the most is the sense of community. The path of entrepreneurship can be a lonely journey especially when you don’t have a community where you can confide in and get a different perspective. Kevin is aware of how hard it can be to walk alone in the entrepreneurial path, but working with the Aureus team introduced him to a community of like-minded business professionals.

“Everyone in the community has their problems and they might be in a different industry than me, but there are lots of things I can take and use in my business.”

Through the community, Kevin sees his business through different industry perspectives. This helps him optimise his business furthermore.

SO, WHAT DID THE PROGRAM DO TO BRIGHT SPARK MONEY?

“My lead flows increase massively. I now can generate consistent leads. When times do get slow I’ve got a process in place to get leads or help me get in contact with people that need my help. Everything’s moving in the right direction.”

WHAT CAN KEVIN SMITH SAY TO THE FINANCIAL ADVISORY BUSINESS OWNERS OUT THERE CONSIDERING THE WEALTH ACCELERATOR PROGRAM?

“You need somebody who specialises in building business. If you’re struggling to take the plunge, Jackon’s awesome. He and his team will work with you and help you with your business problem and you will find that the value you got out of it truly outweighs what you paid for.”

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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