We are a small provincial financial planning practice based in Norfolk. We have been working with Steve Billingham to prepare our business for RDR for just over 3 years now. View full case study here. As a result of implementing the ideas and recommendations Steve has shared with us we have…

• Grown recurring revenue to 79% of total revenue
• Developed clear and compelling client propositions that our clients value and are happy to pay for
• Stopped taking on new proposition clients with less that £250,000 of investable assets
• More than doubled our Assets Under Management (in a flat market)
• Increased our AUM by over 900%!
• Increased our recurring revenue per client by a factor of 10
• Rediscovered our passion for what we do and the value we add

Having positioned ourselves to thrive in the post RDR environment, we are now focused on growing our business by looking for like-minded advisers to join and ultimately take over the business. Having transformed the way we work and think about our business, we genuinely believe that we can look at the RDR as an “interested observer” as we continue to work with Steve to take our business forward.

If you are serious about getting your business RDR ready, I can only say that Steve’s ideas, tools and templates work. We’re living proof.

Paul Crawford, Crawford Consulting.

“You’ve inspired me in many ways since I’ve started following SB Consulting but your reading of your “Financial Vision” was the best yet as far as I’m concerned.

After reading it, clients couldn’t fail to understand what we’re truly about. I’m just imagining my clients expression as I read their vision back to them”

Gary Phillips, Chartered and Certified Financial Planner
Phillips Financial Planning Ltd.

“If you want/need to take your business to the next level, Steve Billingham is your man.”

Martin Bamford, Informed Choice Ltd

“Thanks again for your time on Wednesday – it really was a very productive day.”

Rebecca Timmins, Partner, Emery Little LLP

Having undertaken a day’s consultancy with Steve Billingham, we were able to implement some quick and productive changes to our business model, along with a refocus on some commercial aspects of our business plans. A very productive session and I was amazed to see a full recoup of Steve’s costs within 10 days. Yes, I do mean 10 days. Thank you to Steve for his wisdom and guidance, well worth the investment to our business.

Keith Churchouse, Director, Churchouse Financial planning

“Just a quick line to say that:-

a)       we had our best income month ever in July

b)       our full year’s income has increased by 40%

Much of this success is because of your input last year and we wanted to acknowledge what an important role you played in turning our business around to where it is now, and also where it is going in the future.

So a massive ‘thank you’ Steve.  We will have no hesitation in calling on you again to assist us with our next growth spurt!”

Peter Dunn, Director, Heritage Financial Advisers

Old habits die hard. In order to make a success of transitioning your business you need to transition yourself; you have to “get your head right” and have a clear vision of the way forward. In a helpful, humorous and engaging way, Steve showed us the lunacy engrained in our then business model and then helped us to set about changing it. We achieve more on each of our “Steve days” than we do on our own in the intervening two months and we really look forward to his visits. The man is a hero. I can’t recommend him enough.

Ivan Hargreaves, Director, Ivan A Hargreaves & Co/Inspired Financial Planning

I thought you delivered an excellent presentation this evening. Thank you very much for a thought provoking and stimulating session. I just love the way my apprenticeship in this business never ceases!!

Nick Bamford, Chief Executive, Informed Choice Ltd

Thank you for an excellent presentation last night. I think all were engaged and inspired by your thoughts, I think the tweets show that. Well done and thank you for your time and energy.

Keith Churchouse, Chairman of Institute of Financial Planning, Surrey Branch

I really look forward to my time with Steve. Besides being objective, he has the ability to analyse and make sense of those “can’t see the wood for the trees” issues and he delivers this with a great sense of humour. His approach somehow really motivates me to get stuck in and by working with him, I have re-established my love for this profession.

Angela Murfitt, Angela Murfitt Financial Strategies.

We recognised that change was necessary and knew where we wanted to be but didn’t have the tools to do it alone. Steve gave us invaluable practical support to manage this process. Once he got his teeth into a project he would not let it go until it was finished. Steve’s hands on, direct but very personal approach is hugely responsible for the enormous progress we have made with our business, taking it to a much higher level.

Peter Dunn, Director, Heritage Financial Advisers

Steve was an excellent speaker… first class. More of the same please!!

Phil Illingworth Dip PFS AIFP, Director
Prescience Wealth Management

Steve was an excellent and thought provoking speaker.

John Dowson
Russell Investments

I have made lots of notes. Steve presents in an extremely interesting and light hearted way making the morning interesting to listen too. It was well worth the time I committed today.

Helen Tandy – IFA and Marketing/Business Development Manager
The GAEIA Partnership

Very good speaker. Down to earth and kept my attention.

John Williams Dip PFS, Crawford Williams Financial Planning