The real issue

The reality is that a mortgage broker is a mortgage broker, a financial planner is a financial planner and an accountant an accountant. Most financial & professional services firms find it extremely difficult to set themselves apart from their competition.

Whilst this is one of the biggest problems that the majority of these professions fail to overcome when attempting to attract and develop new business, it is not the only challenge. Finding & retaining good people; the struggle to keep up with and appropriately use technology; and dealing with increasing client needs and expectations is also growing obstacles for businesses today.

With minimal support for financial & professional services firms, they continue to struggle to overcome these challenges, leading to the mass exodus from the industry. It is now commonly suggested that up to 60% of these startups are giving up within the first 2 years and up to 75% within the first 5 years - this is a REAL problem.

A new way forward

Nine times out of ten – these businesses who have given up within the first 2 and 5 year periods, could have actually achieved their goals and aspirations, if they were given the right support and guidance along the way.

Most businesses have problems, and most problems have solutions. However, in small business it is more about which problems should be prioritised, and how should they best be tackled, whilst not forgetting to focus on the lifeblood of their business - their clients.

Generation Real (gen real:) founded in 2016 as a fully tailored business consultancy and solutions company for financial and professional service firms.

Real support & solutions

We help you discover what your point of difference is, and make this the central foundation from which we build. Our workshops uncover what sets you apart from your competition and creates a proposition that resonates with both clients and referral partners. We then integrate this into your business structure through our unique matchmaking and ongoing support programs.

We understand the modern impact of technology and can streamline your business to utilise what it has to offer. Through our expertise in this, we can take your business to the next level increasing productivity whilst dealing with the changing needs and expectations of your clients. Our ongoing support will help your business evolve, further exposing you to new markets.

We appreciate the importance of integrity, intelligence, passion, a cultural fit and the impact that the right people can have in a business. We ensure you invest in the right team to pave the way for long-term success.

Great people & culture

To achieve our vision of giving all financial & professional service firms the right support and guidance to create their own legacy - we had to attract and retain the best people. Generation Real (gen real:) has a culture of excellence built from a founding team with over 45 years of experience working with startups, micro and small-to-medium sized businesses.

The partnership

We are very grateful to have been able to partner with hundreds of financial & professional services SME's over the journey. This has led to the creation of Generation Real (gen real:) a unique business consultancy and solutions company, providing support and guidance for financial & professional services firms that makes a real difference.