THE TEAM BEHIND YOUR SUCCESS!
Simon Lu | Business Growth Strategist
Meet Simon: I'm dedicated to helping accountants, advisors, bookkeepers, CFOs and financial consultant to build their next $1 million in fees with a 65% profit margin in less than 50 clients. We exist to reinvent how accounting professionals grow their businesses. We achieve that by helping them attract and convert their dream clients and productise their irresistible offer so that it can be delivered at scale with people, system, results and high margin.
Outside of TrustedClients: I have a passion for exploring the world and experiencing new things. I enjoy fine dining with friends and family, indulging in moments of culinary delight. My work is not just a profession but also a hobby, as I constantly strive to improve and scale businesses with high revenue and margins.
Daniel Bao | Client Success Manager
Meet Daniel: With a major in Professional Accounting from Macquarie University, I excel in communicating with clients, identifying opportunities for growth, refining strategies, and working collaboratively to implement successful plans. My skills and expertise encompass client relationship management, account management, product knowledge and training, and client success planning.What I love most about TrustedClients is the opportunity to work closely with clients, building strong relationships, and overcoming challenges together to achieve their desired outcomes.
Outside of TrustedClient: I find solace in nature's embrace. Camping and fishing trips with friends allow me to connect with the outdoors and appreciate its serene beauty. My positive mindset and teamwork-oriented approach not only benefit my professional endeavors but also enhance my personal experiences.
Christian Egan | Business Coach
Meet Christian: With a rich background in accounting, taxation, and as a former financial advisor who successfully built a million-dollar practice, Christian offers invaluable insights into creating high-value advisory services. His main focus is coaching accountants on business growth strategies, enabling them to charge premium fees and secure profitable engagements with high-net-worth businesses and individuals. Christian's business success provides him with a practical understanding of how to operate and scale a business effectively, ensuring maximum value to clients.
Outside of TrustedClient: Christian is deeply invested in spiritual growth. He offers spiritual coaching aimed at enhancing individuals' emotional connections with their goals. A world traveler and holder of an NLP certification
Angus Fairbairn | Sales Growth Specialist
Meet Angus:A distinguished expert in high-ticket offer sales and coaching. Angus excels in training and engaging with top-tier business owners. Angus possesses exceptional pipeline management skills, utilising CRM systems to identify and address sales leakage points, thereby enhancing sales conversion rates and value. As an investor with a keen understanding of investing, property modelling, and taxation, Angus seamlessly integrates this expertise with his sales acumen, delivering tremendous value to our clients.
Outside of TrustedClients: Angus indulges his passion for blockbuster movies and binge worthy shows in his home theatre setup, enjoys expressing his foodie passions, and explores various digital and physical art forms, enriching his creative and professional endeavours.
Ben Li | Marketing Strategist
Meet Ben: I am a results-driven Marketing Strategist at TrustedClients, holding a Master's degree in accounting and a CPA qualification:What I love about TrustedClients is the constant drive for innovation and seek better ideas to improve our products and serve our clients, giving me immense satisfaction.I help clients design tailored sales funnels, scripts, and presentations that focus on delivering value rather than resorting to pushy sales tactics.Customer focus is my priority, relying on client feedback to enhance our services and meet their evolving needs. By listening to clients and adapting our strategies, we foster strong relationships and drive business growth.
Outside of TrustedClients: I find solace in meditation and working out. Meditation brings clarity and focus, enabling me to tackle daily work challenges with a clear mind. Regular exercise not only helps me stay physically fit but also provides the stamina required for the demands of my work. Working with our clients at TrustedClients is far more enjoyable than any weekend golf game.
Fiona Feng | Project Manager
Meet Fiona: I appreciate the supportive culture and endless opportunities for personal and professional growth as a dedicated Project manager at TrustedClients. With a Bachelor's degree in Marketing, I excel in daily management of social media platforms, acting as the primary contact for all social media activities. I support sales teams by responding to reviews, comments, and messages across online platforms, while also assisting with email campaigns and organising client appointments.
Outside of TrustedClients: Beyond TrustedClients, I find balance through practicing yoga and indulging in reading. These hobbies enrich my well-rounded personality and contribute to my overall well-being.
Cid Tano | Tech Automation Specialist
Meet Cid: I excel in marketing tech, and automation to ensure our clients getting qualified leads. My expertise also encompasses creative design, digital graphics, video production and editing, technical skills, and content production.
Customer focus is essential to me, and I demonstrate excellent customer service by understanding each client's unique character and capabilities. By tailoring my approach to match their pace and level of understanding, I create a seamless experience that meets their needs.
Outside of TrustedClients: I embrace a free-spirited and outgoing nature. I have a deep love for travel and enjoy exploring new places. These experiences fuel my creativity and add to my well-rounded personality as a Project Manager.
Meet our Lead Generation Team
Ron Albert Ancheta | Team Lead
Meet Ron: I take pride in helping clients achieve their goals through effective lead generation and social media strategies. My commitment to prompt communication and seamless customer experiences ensures exceptional service delivery.With a Bachelor's degree in Information Technology, I excel in managing LinkedIn, Facebook, and Instagram lead-generation accounts, prequalifying prospects, scheduling appointments, and providing essential sales support. I possess expertise in appointment setting, data entry, administrative tasks, social media marketing, LinkedIn optimization, lead generation, and content management.
Outside of TrustedClients: Beyond TrustedClients, I find joy in exploring new hiking trails and capturing beautiful moments through photography. These hobbies contribute to my well-rounded personality and provide a creative outlet outside of work.
Piolo Go | Sell by Chat Specialist
Meet Piolo: I am a skilled Campaign Manager and lead generation specialist at TrustedClients. With years of experience in marketing management and quality assurance, I execute effective strategies to enhance your online presence on LinkedIn, prequalify prospects, and organize appointments. My expertise lies in lead generation, content management, customer and community management, data entry, and LinkedIn platform optimization. TrustedClients prioritizes personal growth and career development, empowering me to continuously learn and improve. I am dedicated to providing exceptional customer service through active listening, responsiveness, and collaborative teamwork.
Outside of TrustedClients: I prioritize spending quality time with friends and family. Outside of work, I enjoy engaging in board games, exploring new sports, and honing my cooking skills. These interests contribute to my well-rounded personality and enhance my ability to connect with others on a deeper level.
Joy Tiangco | Appointment Setter
Meet Joy: With a background in real estate and a degree in English, Joy excels in marketing and customer support. Her positive personality fosters a great workplace environment, and she maintains strong relationships with her peers. Joy specializes in boosting online presence and lead generation for clients through social media and content management, particularly on platforms like LinkedIn, Facebook, and Instagram.
Outside of TrustedClients: Joy enjoys scenic views, adventurous hikes, photography, and spending time with loved ones.
Reynield Pantalita | Appointment Setter
Meet Reynield: With a Bachelor's degree in Information Technology, I specialize in building clients' online presence on LinkedIn, prequalifying prospects, managing messages, and organizing appointments. My expertise lies in delivering exceptional customer service and conducting thorough research. I thrive in TrustedClients' diverse and supportive environment, where I continually learn and grow. With a customer-focused approach, I proactively research customer preferences and needs, ensuring positive experiences.
Outside of TrustedClients: I find joy in playing volleyball and table tennis. I actively participate in activities for a cause, such as tree planting and river clean-up drives. These endeavors allow me to contribute to the community while nurturing my well-rounded personality as an appointment setter
Dane Mendoza | Appointment Setter
Meet Dane: I hold a qualification on Bachelor's degree in Hotel and Restaurant Management. Later I developed my skills that specialize in managing and monitoring clients' LinkedIn accounts, implementing lead generation strategies, and ensuring timely communication.. Working at TrustedClients allows me to take full ownership of clients' accounts, enhancing my sense of responsibility. With a customer-focused approach, I am committed to helping clients achieve their $1 million revenue goal by delivering satisfactory results.
Outside of TrustedClients: Beyond work, I find joy in hiking and exercise, especially jogging amidst nature. These activities keep me physically fit and inspire me with the beauty of the natural world.
Reden Fritz Yarra | Appointment Setter
Meet Reden: As a dedicated and results-oriented appointment setter, I specialize in helping businesses reach their full marketing potential. With a strong background in digital marketing strategies and a keen eye for detail, I am committed to supporting your marketing efforts and enhancing your brand's online presence. My proactive approach to problem-solving, excellent communication skills, and adaptability make me an ideal partner for businesses seeking to optimize their marketing strategies without the overhead of a full-time employee.
Outside of TrustedClients: Passionate about culinary artistry, canine communication, virtual battles, and outdoor exploration.
Adrian Andres | Appointment Setter
Meet Adrian: Greetings! I am your dedicated appointment setter, proficient in the art of lead generation across LinkedIn, Facebook, and Instagram. My enthusiasm for providing top-notch service knows no bounds, and I am here to transform your business interactions. With a knack for responding to emails and chats, moderating website content, and even scheduling meetings with finesse, I am your go-to assistant for streamlining tasks.
Outside of TrustedClients: I enjoy long rides, playing guitar, and drinking coffee in scenic places to get my mind off of the daily grind.
Richie Bahan | Appointment Setter
Meet Richie: With a 12-year tenure as a appointment setter, I bring a wealth of experience and a commitment to integrity, teamwork, and client trust. My track record includes leadership roles in previous positions, complemented by continuous participation in programs and training to refine my leadership skills. In addition to my proficiency to that, I've undertaken marketing tasks, recognizing their significance in executing entrusted tasks here at TrustedClients. Rest assured, I am dedicated to providing excellent service and am ready to meet your needs.
Outside of TrustedClients: Dancing and gym workouts are integral to maintaining my physique, a crucial aspect given my involvement in modelling and product endorsements. Additionally, I actively participate in roles within my church community, fulfilling my spiritual connection and honing leadership skills.
©2024 trustedclients.com.au
Simon Lu | Business Growth Strategist
Meet Simon: I'm dedicated to helping accountants, advisors, and CFOs build their next $1 million in fees with a 65% profit margin in less than 30 clients. As a coach and strategist, I provide comprehensive support in marketing, business growth strategies, and accounting firm development. My expertise lies in building clients' online presence with high profitable advisory product. With a Master's degree in accounting and finance, I bring a strong background in business growth and deep understanding of the accounting/finance world. marketing. our commitment to innovation, consistently delivering the best products and strategies to help advisors grow and achieve profitability.
Daniel Bao | Client Success Manager
Meet Daniel: With a major in Professional Accounting from Macquarie University, I excel in communicating with clients, identifying opportunities for growth, refining strategies, and working collaboratively to implement successful plans. My skills and expertise encompass client relationship management, account management, product knowledge and training, and client success planning.What I love most about TrustedClients is the opportunity to work closely with clients, building strong relationships, and overcoming challenges together to achieve their desired outcomes.
Christian Egan | Business Coach
Meet Christian: With a rich background in accounting, taxation, and as a former financial advisor who successfully built a million-dollar practice, Christian offers invaluable insights into creating high-value advisory services. His main focus is coaching accountants on business growth strategies, enabling them to charge premium fees and secure profitable engagements with high-net-worth businesses and individuals. Christian's business success provides him with a practical understanding of how to operate and scale a business effectively, ensuring maximum value to clients.
Angus Fairbairn | Sales Growth Specialist
Meet Angus:A distinguished expert in high-ticket offer sales and coaching. Angus excels in training and engaging with top-tier business owners. Angus possesses exceptional pipeline management skills, utilising CRM systems to identify and address sales leakage points, thereby enhancing sales conversion rates and value. As an investor with a keen understanding of investing, property modelling, and taxation, Angus seamlessly integrates this expertise with his sales acumen, delivering tremendous value to our clients.
Ben Li | Marketing Growth Strategist
Meet Ben: I am a results-driven Marketing & Sales Growth Strategist at TrustedClients, holding a Master's degree in accounting and a CPA qualification:What I love about TrustedClients is the constant drive for innovation and seek better ideas to improve our products and serve our clients, giving me immense satisfaction.I help clients design tailored sales funnels, scripts, and presentations that focus on delivering value rather than resorting to pushy sales tactics.Customer focus is my priority, relying on client feedback to enhance our services and meet their evolving needs. By listening to clients and adapting our strategies, we foster strong relationships and drive business growth.
Fiona Feng | Project Manager
Meet Fiona: I appreciate the supportive culture and endless opportunities for personal and professional growth as a dedicated Project manager at TrustedClients. With a Bachelor's degree in Marketing, I excel in daily management of social media platforms, acting as the primary contact for all social media activities. I support sales teams by responding to reviews, comments, and messages across online platforms, while also assisting with email campaigns and organising client appointments.
Cid Tino | Tech Automation Specialist
Meet Fiona: I appreciate the supportive culture and endless opportunities for personal and professional growth as a dedicated Project manager at TrustedClients. With a Bachelor's degree in Marketing, I excel in daily management of social media platforms, acting as the primary contact for all social media activities. I support sales teams by responding to reviews, comments, and messages across online platforms, while also assisting with email campaigns and organising client appointments.
Meet our Lead Generation Team
Ron Albert Ancheta | Team Lead
Meet Ron: I take pride in helping clients achieve their goals through effective lead generation and social media strategies. My commitment to prompt communication and seamless customer experiences ensures exceptional service delivery.With a Bachelor's degree in Information Technology, I excel in managing LinkedIn, Facebook, and Instagram lead-generation accounts, prequalifying prospects, scheduling appointments, and providing essential sales support. I possess expertise in appointment setting, data entry, administrative tasks, social media marketing, LinkedIn optimization, lead generation, and content management.
Poy Go | Sell by Chat Specialist
Meet Poy: I am a skilled Campaign Manager and lead generation specialist at TrustedClients. With years of experience in marketing management and quality assurance, I execute effective strategies to enhance your online presence on LinkedIn, prequalify prospects, and organize appointments. My expertise lies in lead generation, content management, customer and community management, data entry, and LinkedIn platform optimization. TrustedClients prioritizes personal growth and career development, empowering me to continuously learn and improve. I am dedicated to providing exceptional customer service through active listening, responsiveness, and collaborative teamwork.
Joy Tiangco | Appointment setter
Meet Joy: With a background in real estate and a degree in English, Joy excels in marketing and customer support. Her positive personality fosters a great workplace environment, and she maintains strong relationships with her peers. Joy specializes in boosting online presence and lead generation for clients through social media and content management, particularly on platforms like LinkedIn, Facebook, and Instagram.
Reynield Pantalita | Appointment setter
Meet Reynield: With a Bachelor's degree in Information Technology, I specialise in building clients' online presence on LinkedIn, prequalifying prospects, managing messages, and organising appointments. My expertise lies in delivering exceptional customer service and conducting thorough research. I thrive in TrustedClients' diverse and supportive environment, where I continually learn and grow. With a customer-focused approach, I proactively research customer preferences and needs, ensuring positive experiences.
Dane Mendoza | Appointment setter
Meet Dane: I hold a qualification on Bachelor's degree in Hotel and Restaurant Management. Later I developed my skills that specialize in managing and monitoring clients' LinkedIn accounts, implementing lead generation strategies, and ensuring timely communication.. Working at TrustedClients allows me to take full ownership of clients' accounts, enhancing my sense of responsibility. With a customer-focused approach, I am committed to helping clients achieve their $1 million revenue goal by delivering satisfactory results.
Reden Fritz Yarra | Appointment setter
Meet Reden: As a dedicated and results-oriented appointment setter, I specialize in helping businesses reach their full marketing potential. With a strong background in digital marketing strategies and a keen eye for detail, I am committed to supporting your marketing efforts and enhancing your brand's online presence. My proactive approach to problem-solving, excellent communication skills, and adaptability make me an ideal partner for businesses seeking to optimize their marketing strategies without the overhead of a full-time employee.
Adrian Andres | Appointment setter
Meet Adrian: Greetings! I am your dedicated appointment setter, proficient in the art of lead generation across LinkedIn, Facebook, and Instagram. My enthusiasm for providing top-notch service knows no bounds, and I am here to transform your business interactions. With a knack for responding to emails and chats, moderating website content, and even scheduling meetings with finesse, I am your go-to assistant for streamlining tasks.
Richie Bahan | Appointment setter
Meet Richie: With a 12-year tenure as a appointment setter, I bring a wealth of experience and a commitment to integrity, teamwork, and client trust. My track record includes leadership roles in previous positions, complemented by continuous participation in programs and training to refine my leadership skills. In addition to my proficiency to that, I've undertaken marketing tasks, recognizing their significance in executing entrusted tasks here at TrustedClients. Rest assured, I am dedicated to providing excellent service and am ready to meet your needs.
©2024 Trustedclients.com.au