Mark Baldwin

Mark Baldwin runs a boutique financial planning service in Adelaide.

Mark had some difficulties with his business development prior to enrolling in our Wealth Accelerator Program. He was aware of some of the concepts being discussed but has no idea how to apply them.

“So the business was growing, but I think it was growing at a level that is probably not sustainable in the long term. I need something faster. I need to move quickly. There are many concepts I was aware of. But I think the way that you’ve explained how to apply them makes the difference.”

WEIGHING YOUR ACTIONS

The cause of the problems in business usually starts with your actions. If certain things have not produced desired results then you might consider weighing those behaviours to see if they are appropriate for delivering the success you want. Wealth Accelerator Program addresses these issues by providing you with effective methods on how to manage your business well.

“I don’t think I was consciously aware that there was a problem. There were things I was doing that was clearly the evidence of a problem. Changing pricing every week and the like. I was also trying to sell for one of a better term on a first meeting. I’ve been doing those sorts of things from the start. They’re sort of inbuilt in me, but they’re not effective in achieving my goals.”

When we start our self-employed journey, we just want to be able to cast the net far and wide but sometimes, it’s not the best way to go. Linda had challenges around her positioning, and with her marketing, the two of the main things she worked on in the Wealth Accelerator Program.

THE 3 BIGGEST BENEFITS MARK GOT FROM THE WEALTH ACCELERATOR PROGRAM
  1. Positioning in the marketplace
  2. Learning to be action-oriented
  3. Rapid growth of the business
THE GREATEST VALUE

The Wealth Accelerator Program is a set of courses designed to help your business grow and thrive. The program covers a wide range of topics, including market positioning, and this is the one that has had the most impact on Mark’s business.

“So I think initially, Positioning was clarified quite early. Given my own migration to Australia many years ago, I was aware that there were factors about that or experience that I gained personally and professionally. That can mean I can make a big difference to those sorts of people with similar migration to Australia, from the UK or from anywhere else. But niche in the business is something I never really considered. My head was saying, the more I niche, the more I’m switching off any clients. I believe you’ve managed to convince me otherwise. It might still be early to say, but I’m sure it will be effective in terms of my border business.”

SO, WHAT DID THE PROGRAM DO TO BALDWIN FINANCIAL SERVICES?

The Wealth Accelerator program was a complete game-changer for Mark because he discovered that it was possible for his business to grow at a faster rate and learned several ways to do so.

“I recognize that it’s just the start. I recognize that there are ways for the business to develop at a faster pace than I had expected. That’s obviously really important. And I probably wouldn’t have seen that.”

WHAT CAN MARK SAY TO OTHER BUSINESS OWNERS WHO ARE OUT THERE CONSIDERING THE WEALTH ACCELERATOR PROGRAM?

“I think it’s important to recognize that you may be the best practitioner in the world, but you’re not necessarily the best business professional when you’re running a business. Sure, the business provides planning or advice, whether from a personal or business point of view. That’s the tidbit. However, the practicalities of running a business, regardless of the type of business, and keeping that business running head-on, as well as doing the practice is essential. I think that any advisor who is just starting out and wants to grow their business organically should do so. It makes sense to think more strategically, and this program will help you do just that.”

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