Andy Sleet for Client Stories

May 24, 2021

Global conference response - May 2021

Video Transcript

Speaker: Andy Sleet, Managing Partner, OYF LTD

What would you like to say to your FD/CFO?

Andy Sleet: Hi, I just wanted to give a big shout out to Mark Birchall, the fd centre. You've really helped me with an area of my business that needed a solution.

What problems were you facing before we started working with you?

Andy Sleet: My business is business coaching, and I worked with SME business owners in their quest to build a business that doesn't control them, but lets them live the life they want to. Most of these businesses don't tend to have the financial infrastructure to help them build the plans and get themselves ready to plot their course forward on this goal.

What have been the benefits to the business specifically?

Andy Sleet: The clients that I've put in touch with Mark, of all, without exception, all remarked on how much help he has been, and they continue to use him on an ongoing basis as part of their financial team now.

How has our support benefited you personally?

Andy Sleet: This has helped me so much as it was the missing piece of the jigsaw. That was always there with clients. They now all have financial plans that actually line up with their life goals and something they can follow.

What is the number that really matters to you?

Andy Sleet: The number that really matters to me is 100% because that's the number of clients that I've introduced to Mark who have actually been happy about it and have continued to use him. Now the average length of retention from every client is over seven years and climbing and that's probably specifically due to the network of people like Mark, That i've built around me to help me and my clients.

Produced with Vocal Video