Peter Ginger, Independent Financial Adviser (IFA), Myers Davison Ginger Ltd
Brief:Peter Ginger wanted to move from a transactional-based to a strategic business model in order to retire within 5 years and was being held back by customer, internal business and personal demands.
Action:
Peter Ginger is undoubtedly active, keeping mentally and physically fit. Early on in the coaching he recognised he was channelling his energies in directions which would not enable him to reach his goal. His coach helped reinforce his business plan and identify the critical activities that would deliver against it. This became the central document underpinning the coaching where Peter would complete actions, monitor progress and develop future activities in the full understanding of how best to manage his time and energy.
Result:
Peter Ginger has developed a core investment product that matches his skills and qualifications. This sole product enables him to focus his efforts without distraction and he has established several lucrative professional partnerships with solicitors’ firms.
