John Daly
Business Development Director @Nucleus Financial
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WORK HISTORY
Business Development Director @Nucleus Financial
Responsible for recruitment and development of large scale financial planning firms, utilising diverse product range across group. Multi level engagement including C suite.
EDUCATION
The Chartered Banker Institute
Chartered, Finance and Financial Management Services
Liverpool John Moores University
Bachelor of Arts (B.A.) 2:1, Business, Management, Marketing, and Related Support Services
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, product management, 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. I work collaboratively with clients to deliver joint success. 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 futureA successful financial planning business will be efficient, profitable and deliver fantastic client outcomes through working with a quality platform provider. It takes a highly experienced and qualified business development expert to unlock Nucleus\' powerful service. j••••••••@nucleusfinancial.com 07•••••••03
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