Your Local Advisor
Simon Bateman
Born and residing in the eastern suburbs of Melbourne, I understand the importance a thriving small and medium business sector has on the local community. From supporting organisations such as sporting clubs, schools, the CFA, the arts movement, and employing locals and investing in infrastructure, the SME sector is the backbone of the community.
I greatly enjoy the opportunity of working with the small and medium business sector to assist them in achieving their business and personal goals. Having a background across a wide variety of industries, and working for both family-owned businesses, and large multinational organisations in roles such as National General Manager, Sales Force Effectiveness Manager and National Sales and Marketing roles I bring a breadth of experience and knowledge gleaned over the last 30 years. This is complemented by formal qualifications of an MBA and Master of Marketing from the Melbourne Business School.
My other passions are sport and teaching, being a qualified teacher and professional sporting coach in the Eastern suburbs. The parallels between sport and business are strong and are focused on assisting and advising people, teams and businesses to perform to their highest capability.
I look forward to working with you and assisting you in successfully achieving your desired goals.
As your local business advisor I have two separate but connected roles:
One is to connect with the local business community with workshops and educational material, the other working with our clients.
Business Advisor
Working with clients on a Return-On-Investment (ROI) basis.
This means the income made by clients as a result of working with us must be at least a 5 times ROI. We believe fee structures should be transparent and accountable. For this reason we have proprietary software to ensure both client and advisor have an ROI “fit” before starting a program.
The objective of a client partnership is to meet agreed performance standards to:
Maximise client income…
Rationalise client effort…
Optimise client scale…
Promoting Locals
Every one of our consultants lives in a local community and drives past hundreds of businesses every day.
Every one of our consultants lives in a local community and drives past hundreds of businesses every day.
Since TAN was established in 2014 we have met, promoted and helped thousands of local businesses with this program. Help has taken many forms from Free PR where businesses are promoted on our social media platforms through to assessing businesses for profit potential. Often business owners will simply want a few pointers from an outside perspective.
All our consultants do this on a voluntary basis as their contribution to building business success.
Planning Sessions
Quarterly Planning
- Every business owner needs to step away from the day-to-day running of their business to think about longer-term issues and opportunities.
- Often the best environment for this is with other business owners who are faced with the same challenge of balancing their operational role with their longer-term role of leading and managing their business towards its goals.
- Quarterly Planning Sessions make this easy where business owners are provided with a structured format to build their plan.
- All planning sessions feature our signature 1-Page Plan that lists out 3 core projects for the upcoming quarter and a scoreboard for monitoring results over the period being planned for.
- Business Owners are provided with a workbook and planning guide to ensure they walk out clear, focused and ready to achieve the projects they have set.
Free Guide Book
If you want to find the easiest way to generate success in your business using the best techniques to get there, then the Guidebook will show you how.
Trusted Advisor Network
Simon is a part of a dedicated team across Australia & New Zealand.
Our past 18 years in the advisory space has been the catalyst for developing our break-through approach.
Our programs are only offered to clients on an ROI basis after businesses have been analysed to determine the upside available to the business owner. Businesses must demonstrate a 500% ROI to be eligible for a program. This approach has been developed after years of in-field experience of being consultants, coaches, trainers and presenters.
Most importantly, over the last 12 years TAN has developed a deep understanding of working with business owners from every industry imaginable.
It has allowed us to continually develop leading methodologies, systems and intellectual property that makes up our program material. The synergy of working in partnership with our team along with such diverse clients has given us a collaborative culture that has become the most valuable part of the way we operate as a network.