The key to your success is getting more customers.
That's what Strictly Business is about:
“I get more customers for my customers”
Tony has been working in the NZ financial services industry in advisory and management capacities since June 1990, beginning as a tied life agent. Over the years he has been involved in agency management roles; started, grown and sold a sizeable investment and insurance brokerage business; been involved in business development work with dozens of adviser practices; heavily involved in professional development and the evolution of regulation in the industry; executive sales and marketing management with a major institution; and been a leading figure in the financial services industry. There is immense practical experience in all facets of financial services distribution and advice.
With a strong belief in personal and professional development Tony has been in relentless pursuit of more knowledge and better practices, and the sharing of that knowledge. He has been heavily involved from the beginning with regulation and industry reforrm, the formation of industry representation with government, and professional advice issues such as regulatory reform, PI cover, advice and practice standards and education pathways.
A former Chair of the Board for the professional association (Institute of Financial Advisers) he also held a number of other professional body roles such as Chair of the Professional Development Committee, Chair of the College of Insurance Advisers, and a member of the Certification Committee during 2 decades of serving the association. Tony has also been a director of several other SME businesses as well as being a currrent Fellow of Financial Advice New Zealand (the re-branded professional body).
Tony remains remarkably passionate about creating an advisory profession and remains at the forefront of "best practice" and "advice" issues in the industry. Never short of an opinion or thinking about the next steps for the industry, he is a regular speaker on topical industry issues as well as sales and marketing of professional services; a mentor and coach to adviser businesses; and; an innovative thinker who is fuelled by good food, good wine and laughter.
He is based in Auckland, New Zealand but willing to travel just about anywhere in the world. Just about.
P: 0800 027 007
Well known to many advisers from her 25 years of working in life insurance sales support and administration, Jo provides general office support and generally organises Strictly Business together with working to support the delivery of our compliance assurance program for NZ financial advisers.
MOBILE: 021 172 0453
Tammy is also well known to many financial advisers having worked with Jo supporting hundreds of them during the last 15 years. Tammy provides direct support for client accounts, particularly around the compliance assurance program and client auditing functions.
MOBILE: 021 293 6224
Strictly Business is focused on helping financial advisers become better and build more profitable businesses.
We achieve this by providing personalised practical tools and assistance that can be used easily and quickly to remove risks from a financial advice business, and create new business & marketing opportunities. That means getting more business from who you work with, and getting more customers to work with you!
When it comes to finding efficiencies and better ways of running the business, or creating great processes that actually help your business perform better instead of creating barriers to business, you've found the right place for advice.
The key benefits for advisers who work with Strictly Business are that they have safer and easier businesses to run, that make more money and create greater long term value.