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Focus Point

A MODEL FOR
TRANSFORMATION

Our experienced team has a unique
framework for change and growth.

 

 

1. Management and distribution of broker commissions is carried out by an independent trustee.
2. Broker commissions are paid directly to the trustee.     
3. Payment is then made to you as a beneficiary of that trust

 

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HELPING YOU IDENTIFY AND REACH YOUR GOALS

Our business development model is based on an in-depth understanding of your business – and your goals for the future. 

1

Understand your business:

through a comprehensive business analysis that combines understanding your business motivations, ambitions and purpose with insight into day-to-day operations and business performance data.

2

Plan for change:

by developing an action plan for your business and growth challenges – including building your team, streamlining your processes, opening up new markets and developing your marketing.

3

Transform together:

by implementing your strategy quickly and effectively, finding the partners and resources you need and creating a model for collaboration. 

4

Learn from the experience:

by reviewing and refining your strategy and implementation plan regularly.

 

TOOLS FOR TRANSFORMATION - THE BEAT REPORT

The Business Effectiveness Assessment Tool (BEAT) is our benchmarking report to help brokers grow and improve their businesses.

  • A qualitative and quantitative benchmark of your business
  • A better understanding of ‘best practice’
  • Helps you prioritise actions
  • Provides you with a framework to work on their business
  • Comprehensive, plain English report that includes suggested solutions
Find out how one PLAN Australia member used the BEAT report to progress her business
 

Have a question?

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