Blog Post

Growth
2 MIN READ

The delicate balance of profit, people and purpose

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anne.graham
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2 months ago
When you hear the word growth, what comes to mind? For a lot of people, it’s numbers – bigger profits, more clients, more staff, more everything. But I’ve been thinking about this a lot lately, an...
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practice management
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Hi - I've been a financial planner for over 25 years and in financial services for over 35 years. I am Partner Integrated Advice - Private Wealth at Kearney Group and specialise in helping clients successfully transition into retirement and enjoy it! I help our clients navigate the exciting and challenging world of retirement and all that brings with it. I whole heartedly believe in the value and transformative power of education. I'm a Certified Financial Planner, a CPA and have a BBus (Acct). I've also been awarded a Master in Applied Finance and am currently dabbling in Counselling. I've been actively involved in our profession via committees, advisory councils and presenting to the public, clients and conferences. Until recently, I'd been a Director of Future2 Foundation for a number of years and found that to be a fabulous experience. I have a broad range of interests including counselling, knitting and occasionally climbing mountains and hiking.
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Growth
There's a lot that goes into building an advice business that the client never sees. We do.
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jenny.brown
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19 days ago

Love this anne.graham​ we've been challenged both internally and externally over the years about growing JBS, by putting on more clients, more team members etc. but as you say, bigger is not always better. We love our size and love working with our ideal clients, I'd much rather have 1 great new ideal client, than 3-4 clients who don't fit our model, don't pay us enough and are difficult to work with. 
Our goal is to add 20 new ideal clients a year, improve our efficiencies and look after the clients and our team.

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