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July 7, 2017

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July 7, 2017

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July 7, 2017

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July 7, 2017

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July 7, 2017

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July 7, 2017

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$187,000 increase in book value in just 13 months

Before I joined Clarion I had a small financial planning business – just me and two support staff. Getting new clients would often be haphazard – random referrals from clients and a spasmodic one from a local mortgage broker. Getting other professionals to refer clients to me was just hard.

Within weeks of Forrest Accounting Partners joining our Hub, there was a steady flow of referrals back and forth between the Hub’s Spokes. By month 13 the value of my book had grown by $187,000, an increase of more than 20%

More than that, my clients were happier and giving me more referrals as well.”

Ben Bryant C.F.P.

Forrest Wealth

I thought he was mad – but it works

“Michael Nemeth and I have been firm friends and brothers in arms with our visionary approach to wealth creation for years. However I must admit that when he first mentioned the Hub & Spokes idea I thought (a) he was mad, and (b) here we go again.

After all, financial planners and accountants can often conduct ideological warfare against each other; and aren’t brokers just glorified salesman chasing commissions rather than offering service ?

Then on top of that, mutual referrals is not a new idea. Melbourne is littered with referral JV’s going nowhere.

Still I humoured him and listened. I knew that getting the right people is important but Michael made it work and the proof was in the numbers and in the happy clients. So, with support from Clarion and its systems and business practices, I became a convert and started my own Hub here in Richmond, Melbourne…..and it has exceeded my most optimistic expectations.

Stuart Hillier

HWC Group
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