John Daly

Background

About John Daly

I discover and help strategic and national financial planning firms adopt and develop digital platform strategies into their businesses. This helps them drive efficiency and provide excellent and attractive tools to provide fantastic client outcomes at a value cost. I have specialised in helping financial services businesses drive growth through change for twenty years. This experience of business development, leadership, marketing and transformation are key to identifying and implementing strategies for growing service and income through efficiency. Having led multiple teams to success, I understand what works. Clients are delighted with the success we generate together. I generate great rapport. I specialise in helping financial planning businesses solve the below issues: The time that businesses spend on managing client assets and delivering on-going services - We can provide a streamlined, efficient and high qulaity service The complexitry of financial planning is increasing - We can provide solutions to reduce the time spent on administration, yet delivering a high quality client service The short term pain of change and compliance issues are strong - I can help in easing this burden and creating a more efficient future A successful financial planning business will be efficient, profitable and deliver fantastic client outcomes through working with a quality platform provider. I would be delighted to talk to you, there is no cost to exploring your options. It takes a highly experienced and qualified business development expert to unlock Nucleus' powerful service Check out my links below on the services and success I provide. john.daly@nucleusfinancial.com 07714 900 703