About Us
Andrew Walsh
Chairman
Andrew has built 3 successful businesses as a shareholder-director in 3 different sectors.
He has performed pivotal buy-out  and corporate turnaround roles as a leader in industry. This includes his success as a Group Financial Director, recruited to rescue an ailing giant of the dot-com boom.
Recent successes include: Chairman of a leadership consulting business serving large corporates; Finance Director of a property development company; Chief Executive of a health company; Non-Executive Chairman of a glass manufacturer;  Managing & Sales Director of an IT business.
He is accustomed to managing significant projects, including large scale mergers, acquisitions and disposals, significant public fund-raising, restructuring and behavioural change initiatives.
His real love, however, is working closely with entrepreneurs… helping them to achieve their vision and potential.
David J. Scarlett
Founder and Director, Coaching Programmes
David is an international conference speaker, best-selling author, and founder of The Adviser Gym, the leading business and marketing consultancy for IFAs.
His client-centered yet business-focused approach combines his experience from 20 years as a financial adviser and fee-based financial planner… his 8 years as a Business Coach and Mentor… and his 25 years as a Christian minister and counsellor.
He has spoken internationally, and on radio, on such topics as “The Business Revolution”, “Differentiate or Die” and “Why Change Is Not Optional”.
His diverse audiences of professionals have included seminars and annual conferences of the Institute of Financial Planning, Personal Finance Society, Chartered Insurance Institute, Association of Financial Advisers, Academy of Chief Executives and many others.
David is the author of the Top-20 Amazon best-selling novel ‘The Soul Millionaire’… and most recently the highly acclaimed report ‘The IFA Marketing Manifesto’.
Martin Wilson
Regional Consultant, Marketing
Martin is an internationally renowned specialist in the field of marketing and digital & mobile service development.
His marketing career spans over 14 years and includes his role as Head of Mobile Marketing & Communications at Yell.
He has practical experience in proposition development, partnership development and programme implementation. This deep understanding of market strategy and implementation relates not just to large corporations, but also to small and medium-sized businesses.
He is currently consulting for a number of companies, both UK and globally.

 

Adviser Gym is the UK’s leading Marketing and Business Strategy consultancy for financial professionals.

Why Adviser Gym, and our Programmes are So Very Different?

As you study the most influential Small Business Leaders… you’ll discover that they think and work at 3 levels.

What makes The Adviser Gym ‘Business Transformation’ Programmes so very different is this… They reflect these 3 levels of thinking.

No other series of programmes in the UK Financial Services environment even begins to achieve the same level of transformation!

LEVEL 1      The Profit Level

LEVEL 2      The Freedom Level

LEVEL 3      The Transformational Level

What we stand for…

LEVEL 1           THE PROFIT LEVEL…

Focusing on IQ (Intellectual Quotient)

  • This is the level of logic and reasoning
  • This is the level where you learn to create more profitable clients and more sustainable recurrent revenue
  • This is the level of technical expertise, tactics, measurement, systems,  technology
  • This is also the level where you learn that almost all business activities can be translated into a repeatable process
  • It’s the level where qualifications, efficiency and profitability thrive

LEVEL 2           THE FREEDOM LEVEL…

focusing EQ (Emotional Quotient)

  • This is the level of entrepreneurial innovation and creativity
  • This is the level where your business model frees you to focus on your Genius and Relationship Skills
  • This is also the level of coaching and client-focused soft skills
  • This is the difference between the leadership of people (both clients and support team) and the management of things

LEVEL 3           THE TRANSFORMATION LEVEL…

focusing on SMQ (‘The Soul Millionaire’ Quotient)

  • So named after the Amazon Top-20 book ‘The Soul Millionaire’
  • This is the level of a business driven by ‘purpose’ – a sense of meaning and fulfillment – deeper than the search for profit or simply paying the bills
  • This is the level where your Genius helps improve and transform clients’ lives… creating an impact far greater than is possible with your technical expertise alone!
  • This is the level which reflects a desire for contribution, to ‘make a difference’, to leave a legacy in the lives of all those connected with your business
  • This is the level of thinking that originally drove the growth of ‘from-their-garage’ brands such as Google, Body Shop, Motorola, Hewlett-Packard, Disney.

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