Speaker: Andy Sleet, Managing Partner, OYF LTD
Start with a 'thank you'. E.g. 'I just wanted to say a big thank you [NAME OF FD], you've been a great support to us...' (25 sec max)
Andy Sleet: Hi. I just wanted to give a big shout out to Mark Virtual the FD Center. You've really helped me with an area of my business that needed a solution.
What one or two big issues/untapped opportunities were you facing before we started working with you? (25 sec max)
Andy Sleet: My business is business coaching, and I worked with SME business owners to help them in their quest to build a business that lets them live the life that they would like, rather than allowing the business to control them, These business owners tend not to have the financial infrastructure in their business to be able to construct the plans necessary to check the soundness of their goals or dreams.
What have been the benefits the business specifically? (25 sec max)
Andy Sleet: clients that I've put in touch with, mark of All without exception, remarked on how much help it has been and continues to use him as their part time financial director on an ongoing basis.
What have the benefits been to you personally (e.g. more time, money, stability, control, balance)? (25 sec max)
Andy Sleet: This has helped me so much as it was the missing piece of the jigs or from a coaching perspective. I now have clients that are happy that they finally got a plan to follow, which lines up with their life goals.
What is the number that really matters to you? (Please start your answer with 'the number that really matters to me is [X]...' (25 sec max)
Andy Sleet: The number that really matters to me is 100% because that's the number of clients that thank me for introducing them tomorrow. My average attention of clients is in excess of seven years and increasing, and it's because of the network of advisors with specific skills, like my heart, that I have built around me to help support the SME business owner clients.
