Grow Your Financial Advice Business with

Happy Clients

Coaching & consulting to create loyal clients who make your business more profitable

Contact Us

Deepen Your Client Relationships

Grow Your Referrals, Revenue & Profit

Skyrocket Your Business Value

Working with us

You’ve worked hard and your business is ticking along well. But while you’ve built a really good business, you want it to be GREAT.

As your team and client numbers grow, you want your client experience to get better. You’ve got plenty of great ideas, but the path is unclear. You need action, guided by a proven process and professionals who help you implement effectively.
That’s where we come in! We’ll help you prioritise and execute the right activities to create a robust Client Experience and a steady stream of loyal clients that grow your revenue, profitability and business value.

What you’ll get

A diagnosis of your client experience

We’ll draw insights from your clients, team, business metrics and our observations to identify where your client experience should be improved to best support your growth.

A 90-day action plan

We’ll help your team create and follow a course of action to improve your client experience and business.

Weekly accountability

We’ll ensure you and your team stay focused and overcome any roadblocks.

What you’ll get

A diagnosis of your client experience

We’ll draw insights from your clients, team, business metrics and our observations to identify where your client experience should be improved to best support your growth.

A 90-day action plan

We’ll help your team create and follow a course of action to improve your client experience and business.

Weekly accountability

We’ll ensure you and your team stay focused and overcome any roadblocks.

Trusted By:

     

Here's How It Works:

Schedule an Intro Chat

30-minute call, obligation-free

Create & Execute Your First 90-day plan

Hand-holding you and your team to find quick wins and build the foundations of happy clients and business growth

Happy Clients Grow Your Business

More referrals, more new clients and online social proof. Let your satisfied clients be your biggest salesforce

  • It’s hard to find words to do justice to Michael’s contribution to Verse. He has taken the time to understand our purpose, culture, processes and challenges equally. His advice, ideas and strategy have had a measurable impact on our client experience and bottom line, as well as a meaningful impact on our culture and brand. He’s authentic, wise, creative and a pioneer in developing remarkable client experiences for professional service firms.

    Corey Wastle – Verse Wealth

  • Michael is such a pleasure to work with. Personally, he brings a calm and considered voice, high levels of integrity and raw honesty. His knowledge, experience and client focus were invaluable to our project, where the results were measurable. If you want to get your project humming I would recommend you engage Michael Back to help your team get the results you want.

    Fraser Jack – Goals-Based Advice Podcast

  • I’ve found Michael’s ability to workshop complex problems and figure out the best options are second to none. Michael is an amazing asset to any team and I couldn’t recommend him any more highly.

    Ben Nash – Pivot Wealth

    Check Out My Google Reviews

    Mediocrity
    is the enemy.

    The pressures of compliance, regulation and competition in our industry are very clear. But they’re also here to stay.

    The strongest businesses are shrugging off these pressures and will continue to grow. For everyone else, the risk isn’t failure. The risk is mediocrity and not reaching the heights you originally envisaged for your business.
    Take control of the future of your business by optimising your client experience in 90 days with Human to Human. Cement your current relationships, start a steady stream of new ones and make your business more profitable and valuable.

    Working with Human to Human

    Great ideas are worthless without proper implementation. The goal of all our work is to:

    • Align your team to a clear and consistent course of business improvement

    • Turn happy clients into raving fans

    • Ensure each year of your client experience is better than the last

    Business Coaching

    Starting from
    $2,400 + GST
    per month

    • Strategic planning workshop time with your team
    • Accountability meetings, at least monthly
    • Regular ‘sounding board’ and implementation support

    90-Day Client Experience Sprint

    Starting from
    $2,950 + GST
    per month

    • Diagnose the biggest improvement areas in your client experience
    • Design your ideal client experience
    • Create and implement a clear 90-day plan to build the foundations of your growth through our coaching

    Custom Workshop or Presentation

    Price on application

    • We regularly present to industry groups, speak at professional development days and run sessions at team off-sites. If you need something that’s a little custom, we’d love to have a chat with you.

    It’s time for your business to become world-class.

    You and your team are already working hard. Now’s the time for you to get deliberate about your actions and make your clients happier, grow your revenue and making your business more profitable.
    A remarkable client experience is the foundation of every successful Financial Advice business.
    Happier clients, more referrals and more revenue all begin with a clear teamwide plan, backed up by action. We’d love to help you get there.

    Human to Human

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