Background

The team at Business Health has a multitude of experience in the financial services industry, especially in the distribution of financial services and products. Business Health has worked with fund managers, insurance companies, broker dealer groups and advisers in Australia, New Zealand, South Africa, Hong Kong, UK, Canada and the US in helping them refine their strategy with the aim of making them more efficient, more effective and "getting more than their fair share" in a dynamic and changing market placey.

Some of the achievements of Business Health since it's launch include:

  • Development of its unique suite of web based diagnostics including HealthCheck, CATScan, Business Valuator, Estate Planner and the HealthClub
  • Growth of major adviser and client data bases
  • Practice of the Year Competitions in a number of countries
  • Industry 'white papers' – Future Ready Series (the sixth of which was released in May 2015), Client Ready 1 and Estate Ready 1
  • Design, development and implementation of customized practice management programs for fund managers, insurance companies and broker dealer/licensee groups

Terry Bell
Terry has spent over 30 years in the financial services industry, specializing in advising leading companies and broker/dealer groups in the distribution of their products and services. His particular expertise is in the independent intermediary distribution channel, chiefly in funds management and life insurance.

Terry has presented at many industry forums and is a regularly quoted in key industry publications.

Rod Bertino
Rod has over 20 years' experience in the financial services industry in a variety of senior management, business development and operational roles. In his last corporate role, Rod was responsible for the supporting and growing of a broker/ dealer group by helping advisors achieve their business and personal goals. This included the development and implementation of tailored practice management principles.

Rod also worked with large financial services organizations, advising on key distribution issues such as sales support facilities aimed at profitably increasing the volume of business from targeted independent professional financial advisers. Additionally, he has experience in the development and implementation of effective business support systems and services for a national retail distribution network.

Ray Henderson
Ray has over 30 years experience in the financial services industry. He has held numerous senior positions in the corporate world focusing on the distribution of investment and life insurance products to independent advisers and brokers. As well as this, he has worked closely with leading advisers both in Australia and overseas to help them to improve and grow their practices.

Ray is actively involved with a number of Australia's leading broker dealer/licensee groups providing advice on growing and managing their adviser networks, and in particular, how to move advisers from "sales" people to "business" people. He is also a member of several high profile financial planning firms' advisory boards.

Tony Stephens
Tony's career in the financial services industry includes roles in marketing, business development and strategic and operational planning. He has worked in Australia and overseas for companies including Westpac, Reuters and Zurich

Tony has spoken and consulted extensively in both Australia and the United States on many issues ranging from broad industry trends to how individual advisers can implement key ideas and strategies into their business for maximum effect.

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