Back Office Hero

30/06/2026

NOT MY PROBLEM

I didn't buy this T-shirt.

I simply stopped and took a photo because the message made me laugh.

Then it made me think...

How many financial planning business owners treat preparing their business for sale exactly the same way.

"I'm not planning to sell for a number of years"

Not my problem.

"I'll document the systems later."

Not my problem.

"The CRM can wait."

Not my problem.

"We'll get the business ready when we're closer."

Not my problem.

Until life has other plans.

A health scare.

Burnout.

A change in family circumstances.

Or an unexpected call from someone wanting to buy your business.

The reality is that you don't always get to choose when the opportunity arrives.

But you do get to choose whether your business is worth fighting over when it does.

At Back Office Hero, we believe enterprise value isn't something you create when you decide to sell.

It's something you build every day.

Every documented process.

Every clean client record.

Every system that reduces reliance on the owner.

Every improvement that makes the business easier to understand, easier to operate, and easier to transfer.

Those are the things that make buyers confident.

And confidence is what drives value.

If the right buyer walked through your doors tomorrow...

Would they see a business worth competing for...

Or a business they'd expect you to discount?

The next few years won't determine whether your business sells.

They'll determine how enthusiastically someone wants to buy it.

Most enterprise value isn't created during the sale process. It's created in the two to four years beforehand.

If you're thinking about an exit in the next few years and want to maximise the value of your business before buyers start putting a price on it, send me a DM.

I'd be happy to share where I believe the biggest opportunities usually lie.

17/04/2026

“From Good Business to Scalable Confidence”

How a Brisbane client moved from “we’re doing well”… to knowing they’re building something real:

They didn’t come to us because things were broken.

They came to us because something felt… unclear.

The business was good.

Clients were happy.

Revenue was solid.

But underneath it all was a question:

“Are we actually building a business… or just running one well?”

So we got to work.

Not with motivation.

Not with theory.

With structure.

→ Data cleaned and tested

→ Client base properly defined

→ Clear visibility on who they should (and shouldn’t) be serving

→ Systems that removed guesswork

What changed wasn’t the business.

It was the certainty.

They went from:

“I think we’re on the right track…”

To:

“I know we are building a high-quality, scalable business.”

That shift matters more than most people realise.

Because confidence doesn’t come from growth.

It comes from structure.

Now here’s the reality:

We’ve just wrapped up with this Brisbane client.

Which means we now have capacity for:

• 1 Sydney-based advice firm

• 1 interstate firm

That’s it for this intake.

If you’re running a good business… but not sure if it’s truly scalable…

Are you building something that can grow… or something that relies on you?

Just DM me now!

25/02/2025

Build a Business That Runs Itself

Imagine a financial planning business that runs smoothly - even when you take time off.
At the FAAA Roadshow (from 4th March to 3rd April), I will show you how to:

1. Use technology and outsourcing to reclaim your time
2. Spend more time advising clients - and less time on admin

For tour locations & dates please visit the FAAA website.
Less stress. More profit. Don’t miss it!
Register now: https://zurl.co/De7jR

The annual FAAA Roadshow provides members with the opportunity to network and learn with other financial advice professionals in their community.

24/02/2025

Is Your Business Profitable - Or Just Keeping You Busy?
The most successful financial planners aren’t the busiest - they’re the most efficient.

At the FAAA Roadshow (starting 4th March), I will show you how inefficiencies drain your time and profits - and what to do about it.

Key Takeaways:
How to streamline admin, accounts, and compliance
The business procedures every advice practice needs
Why an Information Memorandum is critical to success

All locations and dates can be found on the FAAA website below.
Register now: https://zurl.co/mij80

The annual FAAA Roadshow provides members with the opportunity to network and learn with other financial advice professionals in their community.

24/02/2025

Join Us at the 2025 FAAA Roadshow!
Are you spending too much time on admin and not enough time with clients?
The 2025 FAAA Roadshow is your opportunity to transform your financial planning business into an efficient, client-focused powerhouse.

Session: Business Efficiency Through Process
Speaker: Mark Lewin, Founder of Back Office Hero

I will uncover the biggest time vampires and profit killers in financial planning businesses - and, more importantly, show you how to fix them.
What you’ll learn:

Why success depends on the time you spend with clients
How to structure your business for maximum efficiency
The essential procedures every advice practice needs

If you want a business that works for you (not the other way around), don’t miss this session.
See you at the FAAA Roadshow 2025!

For more information or to see when we are coming to your location, visit - https://zurl.co/b9kcR

The annual FAAA Roadshow provides members with the opportunity to network and learn with other financial advice professionals in their community.

19/02/2025

The Hidden Addiction of Financial Planners: Overworking

Gabor Maté teaches that addiction isn’t just about substances, it’s about anything we compulsively seek, even when it harms us. Many financial planners are addicted to hard work, believing that long hours and constant problem-solving define success. But at what cost?

Maté would ask: What are you avoiding? Often, it’s the fear of letting go, the fear that without you, the business won’t function. But true success isn’t about control; it’s about building a Business System that works without constant micromanagement.

If your practice depends on you to run smoothly, it’s time to break the cycle. Learn how to create a repeatable, scalable system that gives you freedom, without sacrificing efficiency.
Visit https://zurl.co/JXSPl and start your recovery today.

18/02/2025

The Secret to a Strong Business? Ask the Inca

My wife and I will be traveling to Machu Picchu later this year, and I’m fascinated by how the Inca built something so enduring.

Its sophisticated stone construction, terracing, and water management systems highlight the Inca’s advanced engineering skills, making it one of the most iconic archaeological sites in the world. But here’s the key: they built it to last, using precise systems and structures that have stood for centuries.

A financial planning business should be no different. Without documented procedures, scalable systems, and structured workflows, a business crumbles under pressure. But when built correctly, it thrives, efficiently serving clients while giving owners more freedom.

Want to build something that lasts? Master your business systems today: https://zurl.co/y79l2.

17/02/2025

Why Financial Planners Need a System - Not Just a Skillset
My wife and I went to the Gabor Maté talk at the ICC Sydney and left with a profound reminder: stress and chaos don’t just happen - they build up when systems fail.

Maté spoke about how chronic stress erodes decision-making, relationships, and well-being. It struck me how this mirrors what we see in financial planning businesses. When workflows are messy, data is scattered, and staff are overwhelmed, the business suffers, just like the people in it.

The solution? A structured Business System that removes stress, improves efficiency, and allows you to focus on what truly matters - your clients and your life.

If your business feels reactive instead of proactive, it’s time to change that. Learn how at https://zurl.co/t8hU2.

12/02/2025

A Strong Business Needs a Solid Blueprint

A construction project doesn’t just “come together.” It requires meticulous planning, the right personnel, and the right resources. Without clear blueprints, skilled workers, and quality materials, progress slows, mistakes happen, and costs spiral out of control.

The same applies to your financial planning business. Do you have:

✔️ Well-documented procedures to guide your team?
✔️ Checklists and templates to ensure efficiency?
✔️ The right outsourcing solutions to handle the heavy lifting?

Just like a well-managed construction site, a financial planning business runs smoothly when everything is structured and in place. Without systems and the right support, you’re constantly fixing problems instead of building towards success.

Are you constructing a solid, scalable business, or are you patching up cracks as they appear? Build your foundation the right way at https://zurl.co/qA31B

11/02/2025

Systems, Roles, and a Game Plan – The Keys to Success

The Matildas’ historic 4th place finish in the 2023 Women’s World Cup was no accident. It was the result of organisation, teamwork, and a well-executed system.

Every player had a role, from defenders holding the line to forwards executing the attack. The coach’s game plan ensured they worked as a unit, adapting to challenges and making the most of their strengths. Without structure, strategy, and coordination, even the most talented team would fall apart under pressure.

The same applies to your financial planning business. Without defined processes, clear roles, and a system to guide ex*****on, efficiency breaks down, and results suffer.

Are you operating with a structured game plan, or are you leaving success to chance? Build your winning system today at https://zurl.co/c6h3S