Colin Low, MSc, FPFS

We hired Don Purcell from CBC about 15 months ago to implement a comprehensive management system for our UK-based financial planning practice. Don proactively implemented positive change and taught us how to keep the new management system operating and not to let us fall back to the old way of doing things. Also, after teaching us very useful management tools to implement in our everyday routine, Don stepped back and allowed us to continue on our own. We respect the fact that he did not try to become a permanent part of our overhead expense. Don provided significant value to our business without us becoming dependent on him. We are grateful that he came in to our business, did the job, and then allowed us to graduate to becoming self-sufficient, more profitable, and with more clarity surrounding the 6 Vital Pieces of running a business.