Trinity shares the secrets of its rapid success

WHILE growth for Trinity Financial Services may have slowed in the past 12 months, the group has managed to achieve 40 per cent growth per annum for the past four years, expanding from a one-man business to an organisation now employing 13 people.

In the presentationHowwe are growing our business, Trinity Financial Services director, Bill O’Sullivan, will share some of the secrets of how he transformed his business to the success it is today.

A self-described “hunter and intrinsic salesperson”, O’Sullivan has worked hard to put in place the correct procedures, and says the business has spent a lot of time and money in establishing a successful business model.

This has been achieved through the systemisation of the business and service delivery, and structuring the group’s referral service, as well as generating new business opportunities through planning for growth and benchmarking reports.

Another important ingredient in growing the business has been “farming out the bits we were lousy at” and networking with the successful players in the industry who have established solid practices.

“Over the past 10 years, there are not too many heavy hitters I haven’t spent time with or paid to spend time with,” he says.

The presentation will also include discussion of efficient and cost-effective ways to attract clients, the specialisation of planners and the corporatisation of the practice through additional services, such as risk business, corporate superannuation and accountancy.