Book your complimentary Growth Strategy Assessment, and see exactly where your firm’s growth is leaking.
Sixty minutes with Allan. We map where your clients actually come from today, show you the system that fits a firm like yours, and put real numbers on what it would return. There is no pitch at the end of it.
Thirty seconds to book, no obligation, and we will tell you honestly if your firm is not a fit.
Where it goes
Everything that leaks out before anyone becomes a client
100people who could have become clients
Referrals you never hear aboutThey asked someone. It was not you.
Enquiries who were never your clientBasic super work you took anyway, because saying no stops the referrals.
Marketing spend that returned nothingYou cannot point at a single client it produced.
Spend you cannot attributeSo you cannot tell what to do more of, or what to stop.
Adviser capacity you already pay forSalaried and waiting, with no consistent stream of work coming to them.
No system that catches any of itWhich is why the same thing happens again next year.
What actually made it throughAnd you still do not know which part to fix first.
Your assessment finds every leak, and puts a number on it
Allan and GSA’s work has been featured in
Start here
Pick a time. In sixty minutes you will know exactly where your growth is leaking.
A genuine, no obligation conversation with Allan personally. No junior consultants, no recorded presentation, and no pitch at the end of it. Read the rest of the page first if you want. The calendar will still be here.
60 minutes, completely complimentary
Directly with Allan, the founder
We map where your growth is actually stuck
No obligation and no pitch
If it is not the right fit we will tell you on the call. You will still walk away with something useful.
Live availabilityTimes shown in your time zone
The assessment itself
Sixty minutes with Allan, and seven things we work through on your actual firm.
Not a sales pitch and not a recorded presentation. A working session where we take everything above and put it against your real numbers, on screen, while you watch. Most principals tell us the source audit alone was worth the hour.
How the hour actually runsEvery minute accounted for, nothing held back for a second call
10 minWhere you are
7 minWhere you want to be
10 minBottlenecks
8 minThe right system
12 minHow it works
8 minThe numbers
5 minNext step
0110 min
Exactly where you are now
A written map of where every client actually came from over the last twelve months. Not where you think they came from. Nearly every firm is surprised once it is on a page.
027 min
Exactly where you want to get to
The number, the timeframe and the kind of client you want more of. If you have never said it out loud, this is where it gets specific enough to build against.
0310 min
The bottlenecks in the way
What is genuinely stopping it, named and ranked by what each one costs you. Sometimes it is acquisition. Sometimes it is capacity, pricing or the sales process, and we will say so.
048 min
The system that fits your firm
There is more than one. We show you which suits a firm at your stage, with your database and your niche, and why the others would be wrong for you.
0512 min
Exactly how it works
The whole machine walked end to end on screen. Research, brand, content, assets, traffic, qualification, booking, sales process and reporting.
068 min
What the return looks like
Indicative numbers built from your average client value and what campaigns in your niche actually cost, with the working shown so you can pull it apart.
075 min
Your questions, and the next step
Whatever you want to ask, answered properly. Then a clear next step, whether that is working together, going away to think, or us saying this is not the right time.
What you walk away holding
A written source map of your last twelve months of clients
The specific system recommended for your firm, and the reasoning
Your bottlenecks named and ranked by what they cost
Indicative cost per booking, cost per client and what it returns
A straight answer on whether we think you are a fit
$0What the hour costs you
There is no pitch at the end, no obligation, and no follow up sequence if you say no. If your firm is not right for this we will tell you on the call and explain what we would do instead.
And if you go ahead, this is what actually gets built
We walk you through all three on the call so you can see the standard before you commit to anything. These are engagement deliverables, not part of the free hour.
Your research briefIndependent research into the exact client you want more of. What they believe, what they fear, the words they use and what actually moves them. Not our opinion of them.
AaAa
Your brand guideThe colours, the type, the logo system, the voice and the rules for using them. Locked, so every asset after this looks like it came from one firm.
The system itselfLanding pages, ads, guides, scorecards, emails, the qualifying form, the booking flow and the tracking underneath all of it. Built for you, owned by you.
In plain English
Twelve things we do for you. You do the advice, we do everything in front of it.
This is the whole model on one page. Read the twelve headings on their own and you will understand exactly what you are buying.
01
We find your nicheThe exact type of client your firm should be built around, chosen on the numbers rather than a hunch.
02
We research them properlyIndependent research into what that person actually believes, fears and searches for. Not our opinion of them.
03
We build the offerSomething specific enough that the right person wants it and the wrong person does not bother.
04
We build the strategyWhich channels, which angles, which order, and what we expect each one to do.
05
We build the brand around itSo your firm looks like the obvious choice to the person we just researched.
06
We create every assetLanding pages, ads, emails, guides, scorecards and the tracking underneath them. You own all of it.
07
We get you social proofWe run the process that turns your happy clients into filmed interviews, written stories and reviews.
08
We run your adsIn front of the right people, with the spend managed and adjusted every single day.
09
We get them to convertThe traffic lands on assets built to turn a reader into someone ready to talk to you.
10
We qualify every oneThey complete an application form first, so you are not sitting opposite somebody who was never a fit.
11
We book it into your calendarStraight into your diary at a time you made available. Nobody at your firm has to chase or call anyone.
12
We build the sales process with youSo the meetings turn into clients, and the whole thing keeps running as a system.
It is genuinely done for you
Nobody at your firm calls a lead, chases a form, writes a post or manages an ad account. The meetings appear in the calendar already qualified, with the expectations already set. Your advisers open their diary and the work is in it.
No cold calling by you or by us
No chasing enquiries around an inbox
No writing content on a Sunday night
No managing an ad account you do not understand
The firms we build these systems for.
Advice practices, licensee groups and investment managers across Australia.
Sound familiar
Most established firms hit the same ceiling, and it is almost always one of these six things.
You have proven the advice model works and you have the clients to show for it. Growth has still gone flat and it is hard to say exactly why. These are the patterns we find in nearly every practice that comes to us.
You depend on referrals to grow
Your growth comes from accountants, mortgage brokers and existing clients sending people your way. It worked for years. It is now inconsistent. Good months feel random, quiet months feel permanent, and you cannot plan two or three years out because you do not control where the next client comes from.
The people coming through are not your ideal client
A lot of what gets referred is basic super and insurance work, one-off transactional advice, or people simply not in your target market. You take it anyway, because if you say no the referrals stop.
The firm only grows when you personally push it
There is one rainmaker, and it is usually you. New business happens because you go to the coffees, the events and the calls. You are deep in fulfilment and acquisition is the afterthought. When you stop, growth stops.
There is no acquisition process anyone can follow
Nothing is written down. No documented process, no nurture sequence, no content plan, no way to tell what is working. If you have other advisers, you cannot see what they are actually doing to bring clients in.
You are sitting on a database that has gone quiet
Past prospects, lapsed clients, event lists, maybe a super or insurance book you bought. Hundreds or thousands of people who are not dead. They just stopped hearing from you at the right time with the right message. That is a growth asset sitting untouched.
You cannot scale what already works
You have spent five or ten years building this and you know the model works. But doubling it from here looks like another five or ten years of the same effort, because there is no infrastructure underneath it.
Every one of those six is costing you clients this quarter.You already know which one it is. The assessment puts a number on it, and shows you what fixing it is worth.
What principals tell us on the first call, and what is actually going on.
None of this is a criticism, and we have heard every one of them. Usually in the first ten minutes. Each one is about half true, and it is the other half that quietly costs you a year.
What you sayWhat is actually happening
“We get referrals all the time.”
And you know exactly how many came in this month, because you count them. Nobody counts something they are relaxed about.
“We are not really looking to take on more clients.”
You have never turned down a good one. Not once. What you are actually saying is that you do not want more of the wrong ones.
“We have very strong referral relationships.”
Which is the problem. One accountant gets busy, retires or sends the next one somewhere else, and your quarter changes without you doing anything wrong.
“I am happy with where the firm is at.”
And you still ask other principals how they are growing theirs. Happy people do not ask that question at every conference.
“I am just servicing my book.”
You post on LinkedIn, you ask clients for Google reviews and you rebuilt the website last year. That is not servicing. That is marketing with nothing underneath it.
“We tried marketing. It did not work.”
You sent some emails, wrote some blogs, redid the site and ran some posts. Every one of those is a part. None of them is a machine, so none of them booked anything.
None of this makes you a bad operator. It makes you a completely normal one. You spend your working life talking clients out of decisions made on habit and hope. The only odd thing is that nobody has ever sat on your side of the desk and done the same for your own business.
Why it matters
Referrals give you a good month, then three quiet ones. A system gives you meetings every month.
Below is the same practice over the same twelve months. The point is not that the second one is bigger. It is that you can hire, plan and forecast against it, because you know roughly what next month looks like before it arrives.
Meetings booked, referrals only
JFMAMJJASOND
Four months at zero. You cannot plan around this.
Meetings booked, with a system
JFMAMJJASOND
Every month lands between nine and thirteen. You can hire against that.
Illustrative shape, not a specific client’s numbers.
Before anything else
We have had this conversation a few hundred times now. Principals almost always want the same four things.
The firm changes, the numbers change and the words change. What sits underneath barely moves. None of this is on a website anywhere, so we have written it down as plainly as people say it to us.
01
The right clients
Clients you genuinely like working with
Who value the advice enough to pay properly for it
Enough of them that you stop taking work you do not want
And the sort of client you can actually make a difference for
02
The right people
Good advisers who want to come and work at your firm
The ability to hire before you are desperate for someone
People who stay, because what they walk into is worth staying for
A culture and a team you are glad to turn up to
03
A business, not a job
Something with a real value on it that is not just you
Growth that does not stop the week you go on holiday
Consistency, with the quiet months taken out of it
An asset a successor or a buyer would genuinely want
04
The reason you started
To change how somebody’s retirement actually goes
To be the person a family rings when it matters
To do work you are proud of, at a standard you set yourself
And to have enough of the right clients that all of it is possible
Not one of those is a marketing problem. Every single one of them gets easier the moment you stop wondering where the next client is coming from, and that is the only part of this we do.
What you can see
Every enquiry, every call and every dollar sits in one place. Nothing gets lost, and you can look at it whenever you want.
Most firms cannot answer a simple question. How many people are mid conversation with us right now, what are they worth, and how close are they to needing us. You get the board that answers all three, with the assets, the income, the age and the retirement timing on every single person, and it updates itself as they move.
Pipelineupdating live
52In the pipeline now
$84.6MInvestable assets
$1.24MFee value
18Held this month
$282Cost per booking
New enquiry 23
M. HarrisonAge 58 · retiring in 4 years
$1M–$2M$240k income
T. NguyenAge 61 · retiring in 2 years
$500k–$1M$185k income
+ 21 more
Qualified 14
R. CastellanoAge 63 · retiring in 18 months
$2M–$5M$310k incomeNo adviser
J. WhitfieldAge 57 · redundancy taken
$1M–$2M$265k income
+ 12 more
Booked 9
S. OkaforAge 59 · Thursday 2:00pm
$1M–$2M$220k incomeRetiring in 5 yrs
D. PapadopoulosAge 64 · Friday 10:30am
$2M–$5M$195k incomeRetiring next year
+ 7 more
Held 6
A. FitzgeraldAge 66 · farm sold in March
$5M+Retiring now
+ 5 more
Became a client 4
L. BrennanAge 60 · $860k engaged
$2M–$5M$280k income
+ 3 more
Everyone in the pipeline right now, by investable assets52 people · $84.6M · updates as each one is qualified
11Under $500k
14$500k–$1M
15$1M–$2M
9$2M–$5M
3$5M+
The same people, by how close they are to retiringHow many are close enough to actually need you
7Already retired
12Within 2 years
152 to 5 years
115 to 10 years
710 years plus
Call recording, transcribed automaticallyA. Fitzgerald · 47 min · yesterday
00:42We sold the property back in March and honestly I have no idea what we are supposed to do with it.
01:15The accountant does the tax return but nobody has ever looked at the whole picture for us.
03:08My wife wants to know if we can actually stop working in four years or whether that is wishful thinking.
Property saleNo current adviser$2M+Pre retirementSpouse involved
Illustration of the tracking we build. Names and figures are made up.
SOC 2 Type IIIndependently audited controls on the platform your data sits in
ISO/IEC 27001:2022Certified information security management
Australian Privacy PrinciplesConsent, opt out and access handled on every message
You own all of itThe data, the contacts and the systems stay yours
What changes
Six things that are different in your practice once the system is running.
Most firms operate without any of this, so it is worth being specific about what actually changes. Each one has a picture of the shift next to it. Read the headings on their own and you have the whole argument.
JaggedSteady
Consistency
You stop wondering where the next client is coming from
The system runs whether you are in the office, on holiday or in back to back meetings. Every month it puts a predictable number of qualified conversations in front of you, so you can plan the year instead of hoping.
First touchBooked
Visibility
You can see exactly where every client came from
Which ad, which guide, which email, which day they first raised their hand and everything they read before they booked. It is all in one dashboard, per person, not a monthly summary.
4 channels1 pipeline
Reliability
One quiet referrer no longer means a quiet quarter
Growth used to hang on a handful of relationships and a bit of luck. Now several channels feed one pipeline, so when one goes quiet the others carry it and you barely notice.
One sourceFive sources
Diversification
Referrals become one channel instead of the only channel
Your referral partners stay valuable and nothing about that relationship changes. They just stop being the whole business. Outreach, content, nurture, database reactivation and paid all work alongside them.
Your numbersMonthly
Measurability
Every dollar you spend is traceable to a result
Monthly reporting shows cost per lead, cost per booked meeting, show rate, cost per client and pipeline value. You decide whether to spend more or less on evidence rather than on a feeling.
A campaignA system
Compounding
It gets cheaper and better the longer it runs
Your database grows every month, the winning angles get clearer and your cost per client falls. A campaign stops producing the day you stop paying for it. This does the opposite.
The question everybody asks
Is this the lead generation ASIC has been cracking down on?
No, and the difference is structural. ASIC named dozens of entities through 2026 over lead generation arrangements, and the part that matters to you is that a licensee who engages the wrong one shares the legal risk. Here are the two models side by side.
The arrangement ASIC named
A list gets boughtPeople who never asked to hear from anybody
A call centre works itUnlicensed, no relationship, paid on volume
A hard pitchUrgency, free checks, claims nobody can support
The name gets sold onSometimes more than once
A licensee inherits the riskFor a conversation they never heard
How your system is built
Your ad, your brandEducational, never a product pitch
They choose to opt inFor a guide, a scorecard or an assessment they wanted
They qualify themselvesAn application form, in their own time, no pressure
Booked with your adviserInto your calendar, expectations already set
Advice happens under your licenceExactly as it does today, by your people
Always under your brandYour firm’s name on everything. Never a generic funnel shared between buyers.
Education led, opt in onlyThey get something genuinely useful first, and they raise their own hand.
No bought or rented listsWe do not buy, sell or broker leads, and we never cold call.
Everything is recordedEvery message, consent, opt out and enquiry source is logged and auditable.
Your licensee signs off firstNothing runs until it has been through your own compliance framework.
No claims we cannot stand behindNo product named, no performance promised, and no guess about anyone’s situation.
This page is general information about how we build, not legal or compliance advice. Your licensee’s own framework always governs. GSA does not hold an AFSL and does not provide financial advice.
The business case
The meetings are the obvious part. What it does to the value of the business is the bigger one.
A practice that grows because the principal knows people is worth less than a practice that grows because a documented system runs every month. Same revenue, different business. These are the four things owners tell us mattered most once it was in.
Recurring revenue multipleIndicative
Your enterprise value goes up
Buyers and licensees price risk. A book that grows off one person’s relationships is key-person risk, and it gets discounted. A documented, transferable acquisition system that keeps producing after you step back is the opposite. It is the difference between selling a job and selling a business.
Same adviserTwo offers
It becomes a recruitment asset
Good advisers do not want to join a firm and be told to go and find their own clients. The firm that can say "here is your calendar, it fills itself" wins the hire. You go from competing on salary to competing on something nobody else in your market can offer.
Capacity firstDemand met
You can hire ahead of demand
When the flow is predictable you can put an adviser or a paraplanner on before the work arrives, because you know it is arriving. Firms without a system have to hire after they are already drowning, which is the most expensive time to do it.
BeforeAfter
The whole process gets streamlined
One documented path from first click to signed client, that every adviser in the firm follows. No more three advisers doing acquisition three different ways with nothing written down. It is trainable, it is measurable, and it survives someone leaving.
Why a system changes the number on the front of a valuation
Advice practices are typically valued on a multiple of recurring revenue, and that multiple moves with how much of the growth depends on one person. Two firms on the same revenue can be worth very different amounts.
Referral dependentgrowth is the principal
2.0x – 2.5x
Documented systemgrowth is the business
3.0x – 3.5x
Indicative Australian advice practice multiples of recurring revenue. Your actual number depends on your book, your licensee and your buyer.
That is what a documented system is worth to a firm your size.In the assessment we run the same numbers on your firm, on screen, while you watch.
Four advice firms that were stuck on referrals, and exactly what changed.
Every one had a proven way of working and no reliable way to fill the calendar. The first two interviews were filmed in their own offices, neither is scripted, and both run about half an hour. The last two launched in the past two months, so those numbers are current rather than finished.
WealthPartners Financial SolutionsSydney NSW, aged care advice
A 25 year old practice sitting on 3,200 contacts who had gone quiet.
A certified financial planning firm with a strong aged care capability and no reliable way to reach the families who needed it. Previous agencies had overpromised, so the bar for trust was high before we started.
ICP research on aged care families3,200 contact reactivationLicensee compliance review before launchAppointment setting into their CRM
“Get ready for the ride. You need to properly resource your team. The system works, we just had to make sure we could handle what it produced.”
Forty years of experience, and every lead still came from a mortgage broker.
An established Queensland firm covering superannuation, retirement planning, protection and investment management. They wanted pre-retirees with a million or more in super, and doubted digital could reach that person at all.
ICP research on pre-retirees aged 52 to 65Compliance reviewed Meta creativeEight touch nurture sequenceWeekly reporting with full attribution
“I did not expect anything like the response we have had. If you do not have a referral partner giving you four or five leads a week, you should talk to GSA.”
Target client was a pre-retiree aged 52 to 65 with $1M or more in super.
Swinbourne Wealth & ProtectionGold Coast QLD and Sydney, retirement advice
Twenty three years advising, and every new client still arrived by referral.
A boutique practice under its own licence with a chartered accountant in the team. Justin had already bought a book, culled the bottom half of it and lifted the rest, which left him with genuine capacity for another thirty to forty families and no repeatable way to reach them. Growth was not a vanity target for him. It is the succession plan.
ICP research on over 50s approaching retirementInteractive retirement scorecardDirect to offer page with nine client interviewsAppointment setting into his own calendar
The scorecard is the piece that changed the conversation. It asks eight low threat questions and gives the person their own number back, so Justin walks into every first call already knowing what the problem is worth to them.
46
Assessments booked in six weeks
24
Days from launch to first signed client
The first six weeks
Enquiries from anything but referral before0
Qualified enquiries from the system127
Assessments booked46
Held so far, the rest still in the diary16
Of the first 37 people booked, 27 were within three years of retiring, 23 had no adviser at all, and 18 held more than $1M in super.
Larapinta PrivateNational, farming and pastoral families
A brand new firm with no referral network, and a full calendar five weeks later.
Troy left his old firm during an ownership change and started again with the clients who chose to follow him. Larapinta advises farming, pastoral and regional families on the whole balance sheet, not just the investments. It is a market almost nobody reaches online, and one where the decision only happens around a sale.
ICP research on agricultural and regional familiesDirect to offer assessment pageTwelve step qualifying formProspect tracker he runs from his phone
The campaign was built around the moment rather than the demographic. The ad about selling the property beat the succession and cash flow angles by a wide margin, because it reached people in the year the decision was actually in front of them.
66%
Of enquiries book a call
25
Families holding $5M or more
Five weeks from a standing start
Enquiries before launch0
Qualified enquiries53
Assessments booked35
Calls held, averaging 47 minutes each18
Twenty five of the fifty three hold more than $5M, seven hold more than $20M, and twenty seven have a property sale imminent or likely.
In their own words
Three principals, filmed in their own offices, talking through the whole thing unedited.
Each interview runs 20 to 30 minutes and covers the full experience, from what was not working before through to what the numbers look like now. Nothing is scripted and nothing is cut.
Retirement advice
FPS Queensland on reaching pre-retirees with $1M+ in super without a referral partner.
Aged care
WealthPartners on waking up a 3,200 contact database that had gone quiet.
SMSF
A B2B campaign reaching a new segment of wholesale and SMSF investors.
What people say
People inside financial services who have run campaigns with us, reviewing GSA publicly on Google.
These are public Google reviews, left by people who have run campaigns with us rather than by clients we selected for the page.
5.0Google Reviews
“Allan and his team are proactive and always helpful, consistently finding ways to maximise results and return on investment. 10/10!”
Devon SL Nicholl
Group Marketing Manager, The Hopkins Group
“Allan’s creativity and understanding of successful digital customer communications are outstanding. A rare combination of technical skill and strategic thinking.”
Peter Bennetto
Co-Founder, iExtend Holdings
“Allan understands the financial services industry well, particularly the cutting edge between marketing and information technology.”
Michael Block CIMA
Financial Services Executive
Who builds this
Allan spent over a decade supporting financial advisers. Then he built the acquisition system for them.
Allan is not a marketer who picked up financial services along the way. He came up through it, supporting advisers inside the biggest advice distribution networks in the country before he built anything for himself.
That is why the questions in the first meeting sound like someone from the industry asking them, why we understand your licensee’s compliance boundaries before we write a single word, and why nothing goes out the door that we would not be comfortable putting in front of ASIC. Financial advice is all we do. Every assessment is run by Allan personally, not by a salesperson.
G
Growth Studio Agency
Founded 2024 to build the compliant acquisition system he could not find anywhere inside the industry. Now serving established Australian advice firms.
Channel Capital
BDM across small and mid cap, private credit, bonds, emerging market equities and renewables, promoting strategies from Jamieson Coote Bonds, L1 Capital and Bell Asset Management.
Mantis Funds
Chief Marketing Officer and Chief Technology Officer at the multi-affiliate boutique funds manager.
TAL Australia
Senior BDM, intermediary distribution across AON Hewitt, Infocus, Garvan, Commonwealth Financial Planning and Westpac Financial Planning. #1 performer and Money Management BDM of the Year finalist.
MLC Life Insurance
HUB Lead and Senior BDM running a five person team across NSW and ACT, working with AMP Financial Planning, Securitor, Yellow Brick Road, Affinia and Clearview. 115% of state target, National GM Award winner.
ANZ — OnePath
Retail distribution BDM across Millennium 3, Apogee, Garvan, JBWere, Spectrum Wealth and self-licensed dealer groups. 105% of panel target. Created the Reviver Campaign strategy.
NAB Wealth (MLC)
Adviser services and distribution across Godfrey Pembroke, Garvan, NAB Private Wealth, JBWere, MLC Financial Planning, Apogee and Meritum. 110% of state target.
RG146 accreditedAGSM educatedFinancial services onlyCompliant by designEducation based
Allan Whatmore
Founder, Growth Studio Agency
Every one of those firms started with the same sixty minutes.No pitch, no obligation, and they left with the map whether they went ahead or not.
Almost nobody is unsure whether they should do this. Five things stop them actually doing it.
These come up on nearly every call, usually in this order. We would rather put them on the page than pretend they are not sitting in the room when you get to the end of this.
01
The right capital
“I am not putting real money into something I cannot see working.”
Correct, and you should not. So the first thing we build is the measurement, not the advertising. You see cost per booked meeting from the first week and you approve every increase in spend before it happens. Nothing scales until you have seen the number you are scaling.
02
The right system
“Nobody has actually shown me what I would be buying.”
Fair, because most agencies cannot draw it. The assessment walks you through the whole thing on screen: research, brand, content, assets, traffic, qualification, booking, sales process, reporting. You see the machine before you decide anything.
03
The right people
“I do not have people around me who have actually done this before.”
Capacity is the first thing we check, and if you do not have it and have no plan to build it, we will tell you to fix that before you spend anything with us. We also throttle the system to the volume your team can actually hold, and move it when you say so.
04
A bad experience
“We paid for generic marketing before and got nothing back.”
Usually because they sold activity or bought leads instead of building a system, and because they did not understand financial advice. Most firms who come to us have a version of this story. Ask us on the call about the engagements that did not work and why.
05
Fear and self doubt
“I am not sure it will work, and not sure I can make it work.”
It might not, and we will say so. We turn firms away, which is the entire reason the assessment exists and why there is no pitch at the end of it. You get a straight read on whether your firm is a fit, and if the answer is no you have lost an hour.
For what it is worth, this is what actually moves principals. It is almost never a brochure.
Watching a firm the same size as yours grow while yours holds flat
Watching them attract the adviser you wanted to hire
Watching a practice your age sell for a number you did not think was on the table
Watching someone charge more than you and get better clients for it
Watching a firm take private capital because it had a system worth investing in
Sitting at a conference realising you have watched all five happen this year
None of those firms had something you do not have. They made one decision earlier than you did, and then let it compound.
Who we can help
These are the firms we can help, and these are the ones we cannot.
We do serious work with firms that want serious growth and are ready to act on it. That is not every firm, and it is not meant to be. Here is the honest split so you can tell in ten seconds which side you are on.
Serious growthReady to act nowBuilt to keepStraight answer either way
Firms we can help
If most of this sounds like you, the call is worth your hour.
You want to grow, not just hold steadyThere is a number in your head for this firm and you are not at it yet.
You will invest in the business to get thereIn the firm and in yourself. Growth is bought with something.
You can convert a good client when you meet oneOr you are willing to get sharper at it. We bring the meeting, you win the room.
You have room for more clients, or a plan to build itEmpty chairs, a new adviser coming, or capacity you can free up.
You want to own the system, not rent leadsThe list, the content and the data stay yours when we are finished.
You want a specialist who builds it, not advice from the sidelinesWe work in financial advice only, and we implement it rather than hand you a plan.
You are ready to move this yearRather than think about it for another twelve months and be in the same spot.
Firms we cannot help yet
No judgement in this column. It usually means the timing is wrong, not the firm.
You are brand new and still finding your feetCome back once you have converted enough clients to know what works for you.
You are already full with no plan to create roomFilling a diary that is already full just damages the service you sell.
You only want a list of namesWe build the system that warms and qualifies people first. Lists on their own are not it.
You want a quick fix by ChristmasThis is an asset you build once and keep. The first ninety days are the foundation, not the payday.
Nothing about how you get clients is allowed to changeIf the answer to every suggestion is that it would not work here, we cannot help.
The money is not there right nowCompletely fair. We would rather tell you now than take it and have you regret it.
You work outside financial adviceEverything we build is shaped by this industry’s rules. Outside it we are the wrong firm.
On the right hand side and not sure? Book anyway. We will tell you straight in the first ten minutes, you will still leave with the map of where your growth is going, and there is no pitch at the end of it. Plenty of the firms we said no to came back a year later in better shape, and we built it then.
Common questions
The ten things principals ask us before they book anything.
Straight answers, including the awkward ones about money, time and what happens if your licensee says no.
That is the most common thing we hear, and it is usually for one of three reasons. The agency did not understand the compliance environment, did not do the research to work out your specific client profile, or ran a generic campaign that attracted the wrong people. GSA is built specifically for financial planning firms and we have worked inside the compliance frameworks of some of Australia’s most rigorous licensees. The assessment is designed to show you exactly how the approach is different before you commit to anything.
On average this saves firms 10 to 15 hours a week compared to doing acquisition themselves. Everything is done for you: content, targeting, nurture sequences, appointment booking and reporting. Your role is to show up to the qualified meetings and give feedback on what you are seeing. We handle the rest.
Bought leads are someone else’s asset. You have no control over the quality, no control over the compliance of the process that generated them, and no relationship with the prospect. We build your firm’s own audience. You own the data, the contact list and the relationship from day one. That is the structural difference, and it is why the system gets cheaper to run the longer it runs.
It depends on the scope. Every firm is different and the inputs needed to get the outcome vary based on your business case, your niche and where you are starting from. That is exactly what the assessment is for. We get an understanding of where you are as a business and what the right approach looks like before any numbers are discussed.
We work directly to your licensee’s compliance requirements. Every piece of content, including ads, emails, SMS scripts and landing pages, is reviewed against your specific licensee’s framework before it goes live. We have been through this process with some of Australia’s most rigorous dealer groups. Nothing goes out that we would not be comfortable presenting to ASIC directly.
This is the worry we hear most and almost never the thing that happens. Nothing we publish under your brand pitches or sells. It is educational material on the questions your clients already ask, which is why the usual reaction from an existing client is that it reinforces the decision they already made to be with you. If you would be uncomfortable sending a piece to your best client, it does not go out. You approve everything before it runs.
A fair concern, and the reason capacity is the first thing we look at. If you do not have room and no plan to build it, we will tell you to sort that out before spending anything with us. Once it is running the volume is throttled deliberately. We set booked meetings to what your team can genuinely hold, and we only move it when you tell us you are ready. Growing faster than you can serve damages the thing you spent twenty years building.
No, because nothing we build gives advice. Best interest duty attaches to the personal advice your advisers provide, which happens in the meeting, under your licence, exactly as it does now. What we produce is educational content and general information that brings the right person to that meeting better informed. GSA does not hold an AFSL and does not provide financial advice. Everything is written to go into your licensee’s review in a form their compliance team recognises.
You do. Everything we build, we build for you. The contact lists, the content, the nurture sequences, the landing pages and the data are all yours. We build it inside your systems and you keep full ownership. You are never locked in or dependent on us to reach your own assets.
Most clients see their first qualified appointments within two to three weeks of launch. Full pipeline momentum typically builds over 60 to 90 days as the nurture sequences mature and we optimise on real data rather than assumptions.
Three years from now
The next three years happen whether you build this or not. The only question is which set of problems you spend them solving.
Nothing dramatic goes wrong if you do nothing. That is exactly what makes it expensive. The clients keep arriving, the bills keep getting paid, and every one of the things below is already on its way to you regardless of what you decide.
If nothing changes
The same problems, three years further along
Your team will still want a pay rise every year, and it still comes out of the same margin
Your cost to serve keeps rising whether or not your fees do
Clients still churn, and some still quietly drop off without telling you why
The clients replacing them arrive expecting a better brand and a clearer offer than you have now
Your advisers still have to find their own prospects, which is the part of the job they like least
And they keep watching what other practices are doing, because everybody does
If the system is running
The same three years, spent compounding instead
Growth pays for the pay rise, instead of the pay rise eating the growth
Cost to serve still rises, but so does the number of clients carrying it
Churn stops being a threat, because replacement is a process rather than a hope
The brand is already ahead of what a new client expects, because it is built and maintained
Advisers walk into booked, qualified meetings instead of hunting for them
And the practice everyone is watching at the conference is yours
Three years is not a long time. It is one adviser hire, one fee review, and about thirty six months of referrals you did not control.
One last thing
You have read the whole page. The next three years happen either way.
Sixty minutes with Allan. You leave with the map of where your growth is going whether you work with us or not. The only thing that changes is whether you are looking at your own numbers or guessing at them.
Completely complimentary, and there is no pitch
Straight to Allan, not a junior consultant
Real numbers on what a system would return for your firm
If we are not a fit we will say so on the call
Thirty seconds to book. Nothing to fill in first.
Live availabilityTimes shown in your time zone
Free resources
Two guides you can read right now, with nothing to fill in first.
Both are written for practice principals, both are free, and neither is gated behind a form. If you only want the thinking and not the service, take these and go.
Know another principal who should read this? Send them the link.
Most of the firms we work with came from another principal who said you should talk to these people. If someone came to mind while you were reading, take ten seconds and send it to them. It costs them nothing and there is nothing to fill in.
