Kingsland Wealth Management

KWM was growing rapidly when Shaun attended a presentation by Shirlaws at the Institute of Directors (IOD) in 2007. However, the rapid growth was not matched by any plan or strategy to manage it. Sources of referrals were limited and KWM were unsure how to extend the referral base to help them grow. In addition, MD Shaun Dixon wanted to free some of his time to allow him to focus on other business interests. Other challenges arising were the lack of a clear infrastructure and few streamlined processes. A model of the resources needed in order to sustain the growth was clearly missing too.

To read Shaun's story and learn about the results for Kingsland Wealth Management please scroll to the bottom of the page to download a one page pdf document.