MEET YOUR GENERAL MANAGER

Bob has a passion for working with business owners and helping them reach their goals and aspirations. Bob has a collaborative approach to business and enjoys working at finding the issues and developing a plan to address these for the benefit of key stakeholders.

Bob has been a mentor to many Financial Planning Industry participants including business owners, financial planners, practice managers and others.

Bob also enjoys coaching and working with other Professional Services business owners.

With a long background in Senior Management within Financial Services he has a lot to offer as a coach and mentor.

 

Core Competencies

  • Strategic planning and reviews

  • Business development and evaluation

  • Coaching, mentoring

  • Profit improvement

 

     Bob Blurton

  • State Manager AXA /Charter Financial Planning for 17 years
  • General Manager Wealth Management – Moore Stephens Qld for over 3 years
  • Total of over 35 years experience in Financial Services roles including, business development, recruitment, State Manager, management of a financial planning private practice

KEY SKILLS

HELPING BUSINESS OVERCOME HURDLES IS KEY TO WHAT BOB DOES, HE GETS THE REAL ISSUES AND BUILDS A PLAN OF ATTACK.

BUSINESS DEVELOPMENT 90%
FINANCIAL SERVICES SUPPORT 75%
MARKETING PLANNING 85%
TEAM MANAGEMENT 83%
LEADERSHIP 97%
BUSINESS RELATIONSHIP MANAGEMENT 88%

Wouldn't it be great to have an experienced Coach on your team?

Start Improving Your Business with Your General Manager