Simon Olive

Feedback on the programme

 

Feedback Results

 

When asked for a rating out of 10, the first 85 firms that came on the programme scored it as follows:

  • How would you rate the programme as a whole in terms of value to your business? average 9 out of 10
  • To what extent have we helped you understand the changes you need to make to deliver an improved value for money service to your clients? average 8.2 out of 10
  • Are you more motivated to make the changes required to improve your business model? – average 8.64 out of 10
  • How much more confident are you that you will become more productive and profitable as a business? average 8.18 out of 10

 

Feedback comments:

 

Business Transition Programme

Mike Williams, Chamberlain Stean & West

Many thanks for your hard work over the past weeks to deliver an excellent programme. I found it really thought provoking and catalytic in helping form ideas about how we should develop our business. If I am perfectly honest with myself, there is no way we would be in the position we are in now (and still with a lot to do) without the benefit of this programme.

 

Neil Clarke Lucas Fettes

I'd like to take this opportunity to thank you for your input over the four days. When I was first asked

whether I wanted to attend this I was not too sure that it would be of any great help - we have spent a lot of time looking at our proposition, segmenting the client bank, reviewing our processes etc. However, I am glad that I did not allow my uncertainty to get the better of me as whilst there was much that reinforced what we have already done there were other aspects that have made me think subtly differently and that will prove very helpful as we lead our advisers into this new world. Many thanks for all your input.

 

Mark Lloyd, MJB

“I was gripped throughout the course, we knew the firm needed to change, but the course made me realize that it needed to change for the good of individuals and staff as well, Never has the time flown so much during a programme, very “very” good. Simon Olive, take a bow son, take a bow!”

 

Karen McDade, McDade Associates

The course you ran last year has been a life changer and I do feel that the next few years could open a very exciting new chapter for us.

I can't thank you enough for all your help. The hard work continues but I now feel far more positive about the road ahead.

 

Simon Holdsworth, Duchy Wealth Management

“Firstly I must give a big thumbs up to the Business Transition Workshops.

They are really excellent and practical – by the end I will have been able to move a long way forward with some key points that I knew I needed to do but had not. Very positive”

 

Rob Starling

“I felt like I was the one reinventing the wheel. Lots of bits of advice out there, but no real framework / road map to follow. This course has helped me create definition on how to 'bring-home' the final part of this transition. Really pleased, wish the course existed 2 years ago, it would have saved exploring a lot of blind alleys”

 

David Waltham

“Thanks to this programme we will have a much more robust business. I am so pleased we went on this programme and didn’t leave it to next year!”

 

Anon

“A really great course, which I've received so much from it’s difficult to put into words. The programme has given me so much more confidence and the information I needed. I believe I will have a more successful and streamlined business where really before it was struggling. ”