I’ve helped agency owners generate over $100M in revenue & 50,000 highly qualified leads.

If you’re an agency founder, small or big, I can help you 4x your growth.

Over the last 15 years, I've helped scale "big" agencies like - 

StudioHawk, Online Marketing Gurus, Advisible, Defiant Digital, farsiight, BFJ Digital, Q Agency, Red Pandas, Area Ten, Neil Patel Digital India, Chronos Agency, King Content & many more. 

And even "smaller" agencies like - 

Karma Media, Umped, Superbrick, XO Digital, Nodd Solutions, Uprise Digital, District Media, BluFire, Vero Digital, GHC Studios, Avoca Digital, FoxGiven & many more.

As an ex-CEO of one of the largest digital agencies in the world, I've learned a few lessons over time. I'd like to share these learnings & help you get the growth you want, faster.

Here are some recent results:

→ Chronos Agency: 398% in pipeline, 2x deals won 
→ StudioHawk: 9x pipeline, 175% increase in deals won
→ Digital Marketing agency: 4Xd  revenue to $30M+ 
→ Content Agency: Doubled revenue to $20M+ 

And here's how I helped those agency founders:

1. Creating a consistent & high-growth sales engine
2. Building a well-oiled marketing & lead generation system.
3. Improving & systemising customer retention & reducing churn.
4. Attracting top talent and building a growth-minded company culture.
5. Working “in the business” with the agency founders & divisional heads to make it all happen.

If you're running an agency, whether small or large, I'd love to chat.

Ready for a better, faster & less risky way to scale your agency?

Between $20k-$100k MRR? 
Ask me about 3x Agency Scaler.

Greater than 100k MRR? 
Lock in a 1:1 for a free Agency Owner consultation.

Either way, chat soon.

Wasif Kasim

Stop trying to monetise every human interaction.

You weren’t born with the knowledge you have now.

At some point, you were the junior, the confused founder, the one asking questions no one had time to answer.

I’ve been there too.

And that’s why I don’t gatekeep my time, my playbooks, or my advice.

Many people ask me: “Can I just buy an hour of your time?”

I decline & but help them for free; it baffles them.

But here’s how I see it:

If I can help someone move forward
I just do it.

No invoice. No clock. No funnel.

Why?

Because I genuinely believe giving away everything you know is the fastest, most fulfilling path to growth.

Not just brand growth. Personal growth.

The right people will come back if/when they’re ready.
And even if they don’t, you still did the right thing.

There are too many people in this space trying to monetise every touchpoint.
But not everything needs to be a transaction.

Sometimes, it's just about remembering what it felt like when you needed help - and being the person you wish you had.

You don’t have to turn every call into a conversion.

It's just about being a good human being.

→ Give more
→ Help freely
→ Share generously

It'll eventually come back to you in ways you never expect.

Not everything has to be a lead magnet.

Sometimes, it's okay to just help.

Agree or disagree?

AU’s #1 Agency Coach | $100M+ generated for agencies | Add $1.5M ARR in 12 months | Ex-CEO of AU’s largest Digital Agency

When I was 40, I figured I was too old to start a business. A year later, I was running one.

Best decision I’ve made.
But also one of the hardest.

Because running a business comes with good weeks.
And it comes with tough weeks.

This week has been a tough one.

I’ve been unwell.
I’ve been away for a few days.
Last week was shorter than usual for personal reasons.
I haven’t slept great.
And I haven’t spent as much time with my family as I’d like.

But you know what?
It’s okay.

If you’re doing the right things 80% of the time…
Life can happen the other 20% — and that’s normal.

It’s been 3 years and 8 months since I started this business.
I’m still here.
Still grateful.
Still learning every single day.

Here are the biggest lessons I’ve learned:

1. 
Good karma always comes back.

People I helped years ago were the first to support me when I started.
Your network compounds - but only if you treat people well.

2. 
Give everything away.

Share your thinking.
Share your playbooks.
Share your best stuff.
People lurk for years… 
Then one day, they show up ready to work with you.
Generosity > mystery.

3. 
Have blind faith in the right marketing.

I posted every day.
Ran Meta ads.
Hosted webinars.
For years it looked like nothing was happening.
But people kept telling me, “I see you everywhere.”
Brand is silent… until the moment it isn’t.

4. 
Figure out what’s taking up most of your time; hire amazing people to solve it.

I wouldn’t be able to do what I do today without Kristella, Charm, Mae, Jeremy, Nick, and a host of others.
They took so much off my plate so I can focus on the business.
Your team is your leverage.

5. 
Build your personal brand everywhere.

Website.
Socials.
Google reviews.
Testimonials.
I’ve rebuilt my website three times.
Reviews went from 30 → 70+ this year.
Because what others say about you is 100x stronger than what you say about yourself.

--

If you’re building a business 
Or thinking about starting one 
Or already in one

Remember this:

You’re not too old.
You’re not too late.
Just focus on the right things.

Create the right habits.
Be patient.
Be consistent.

And most importantly… back yourself.

It takes time.
But it’s worth it.

It’s burns me to see agencies ignoring this 1 crucial factor for success.

Trust signals.

99% of agencies under-sell themselves.
And do their work extreme injustice.

Their website.
Their sales deck.
Their LinkedIn profile.
Everything.

Not enough trust signals.
Or buried & too hard to find.

Nothing sells more than trust & social proof.

Fox these 4 things to nail trust signals -

1/ Get 50+ reviews on Google
2/ Update your LinkedIn profile & About Me
3/ Add case studies to your site & pitch deck
4/ Consistently ask for reviews & testimonials 

Do this, you’ll get bigger & better prospects.
They come in a lot warmer.
And close much faster too.

I know things get busy.

But remember to focus on what matters most.

If you’re looking for a big 2026 ahead - 

Make sure this is one of them.

—-

PS:
→ Not sure if I’m the right agency coach? Just Google me.
→ Check out 70 five-star reviews from founders like you.

PPS:

Between $20k–$100k MRR?
>> Ask me about the 3x Agency Scaler.
>> I'll give you 1:1 guidance on how to 3x your agency in 2026

Above $200k+ MRR?
>> DM me for a 1:1 consultation to add $1.5M+ ARR.

🚩 Red flags when hiring an agency coach or mentor

I've coached 100s of agencies in the last 3.5 years
Scaled multiple agencies to $30M+
Spent 15+ years agency-side

Too often, I meet founders burnt by bad coaches
They just don't know what they don't know
Until it's too late

Here’s what to watch out for -

🚩 #1: They haven't run an agency before (or just ran one)

Been there, done that goes a long way
Check if they’ve scaled agencies before
And ideally, they've scaled more than just one
If they’ve hired, fired, rebuilt, and lived through the hard bits
That’s where the real lessons are

🚩 #2: It’s all “log in and learn”

No founder needs just another course
Or a library of videos you’ll never watch
You need real-time 1:1 support 

🚩 #3: They’re a generic business coach

Agencies have unique challenges
Delivery, MRR, client churn, resourcing
Advice built for other industries won't cut it long-term

🚩 #4: No access to the actual coach

You sign up
But never speak to them again
Ask: how much 1:1 time do you actually get?

🚩 #5: They’re a one-trick pony

Some only know paid ads. Or funnels.
But scaling an agency needs expertise across everything
Sales. Ops. Delivery. HR. Marketing
You want someone who’s done the work, lived in your shoes 
So they can help you do it better

The best coaches guide, review, and optimise your work
Across various business functions
They don't just hand you templates

So - 

4 things to look for instead:

1) Multiple agency case studies & testimonials
2) Direct access to the coach, not a platform
3) Cross-functional "been there, done that" experience
4) 1:1 specific advice for your agency, not just templates.

Any other tips you'd add for finding the right agency coach?

Drop them in the comments.

Ps:
I've invested over $100k in coaches in the last 4 years.
Linkedin, business, fitness coaches & more.
So I know how hard it can be to find the right one.

Pps:
Shout out to legends like Michael Wark, Sam Wood, Alex James, Matt Lakajev who are crushing it for agencies (and am sure many others I'll come across soon too).

I hate seeing smaller agencies struggle.

And I’m hell-bent on making 2026 their best year on record.

Here’s the truth: 
Only 3 things separate $20k & $200k/month agencies.

$20k agency:
1/ Lumpy revenue
2/ Founder stuck in delivery
3/ Struggling to find talent

$200k agency:
1/ Consistent revenue + multiple lead sources
2/ Founder free from client work
3/ Hiring ahead of time (with capacity to scale)

Inside the 3x Agency Scaler, founders make the leap.
Some tripled revenue in under 4 months.
Many hit their biggest months ever.

Now, I’ve got a few slots left.

This is for smaller agencies doing $10-70k MRR.
And ready to scale toward $100k/months & beyond. 

Here’s what this intake includes:
→ 4 months of direct 1:1 access to me
→ Access to 15 years of scaling IP in our private school
→ Weekly group sessions with other founders
→ 1:1 coaching on sales, hiring, lead gen, ops & retention
→ Proven templates (pitch decks, lead gen, churn, hiring etc)

FYI:
→ Over 60 agencies have joined in a few months & had their BIGGEST wins ever.

If you’ve been sitting on the fence about fixing sales, lead gen, churn, or hiring...

Now’s the time.

DM me “3X” and I’ll share details.

** Only for agencies in AU/NZ

PS:
—

→ Robert Fanella (District Media) smashed his MRR goals.
→ Jamie Williamson's (Umped) profits went up. 
→ Rohit Sood (Soucoh) made his money back in 2 days.
→ Chris Fraser (Intentional) filled his pipeline in 90 days.

This isn’t luck, it works (as long as you put in the effort).

They’re not alone - 
Google me to see 70+ five-star reviews from other agency founders too.

PPS:
—

These frameworks have generated $100M+ in revenue and 50k+ leads for agencies big & small.

Bigger agencies:
→ Online Marketing Gurus, StudioHawk, Defiant Digital, Advisible, Chronos Agency, farsiight & more.

Smaller agencies:
→ Blufire, Karma Media, Uprise Digital, Umped, Intentional, FoxGiven, Valiant  Digital & more.

I'm helping Joel Brooker crank his agency’s growth in 2026; "Wasif's advice has been transformative".

Here’s what happened 👇

Initially, Joel wasn’t sure about using a coach.
Agencies have unique problems
Not the same as other businesses.

But after six months of chatting back and forth
He joined the 3x Agency Scaler program.

And just two months in, he said this:

“Wasif has been able to lay the foundation to really turn the agency up a gear and grow in 2026. It’s clear how knowledgeable he is when it comes to growing agencies - he’s lived and breathed it.”

- Joel Brooker, Founder, JBE Digital

Here’s how we helped:
→ Built clarity on what to focus on first
→ Picked 2–3 quick wins to accelerate growth into 2026
→ Focused on freeing up Joel’s time to work ON the agency (vs in)

Here’s the truth 👇

If you’re an agency founder doing $10–70k MRR, you’re probably:

→ Struggling with lumpy revenue
→ Stuck in delivery, churn
→ Scrambling to hire

And you just don’t know what you don’t know

That’s exactly who this program is for.

Inside 3x Agency Scaler, founders:

→ Create predictable pipeline & revenue
→ Build better systems 
→ Hire ahead of demand
→ And finally, step out of the weeds

What you get:
→ 4 months of direct 1:1 access to me
→ Weekly group sessions with other founders
→ Access to 15 years of scaling IP in our private school
→ Templates, blueprints, pitch decks, retention playbooks & more
→ Hands-on support across sales, hiring, lead gen, ops & retention

⚡️ Bonus offer: 
- 20% off for the first 5 sign-ups from this post
- 1 month extra access to those starting in Nov

DM me “3X” for details.

(Only for agencies in AU/NZ)

PS: Not sure yet? 

Just Google me.
(and check out 70+ five-star reviews from agency founders)

It’s the end of the year; 1 thing will separate high-growth agencies from the rest in 2026.

They don’t “start” growth in 2026.
They’re “start” now.

[DM me "2026" - I'll give you $10k worth of resources to help]

Most agencies wait till Jan to go hard.
“Things slow down, no point doing anything now”.

And when they do come back -
→ January: settling in.
→ February: catch-up.
→ March: start “growth” things.
→ April: short month, low momentum.
→ Jun: effort in March start kicking in (3 month lag)
&

July..... PANIC MODE kicks in 
“We’ve had the slowest 1st half ever”.

Instead, do yourself a solid & do the right things now.

Here’s are 4 things to focus on the next 4 weeks:

1. Build referral partnerships 
Get more leads from aligned agencies.

2. Run Meta ads
Build awareness and stay top of mind heading into 2026.

3. Optimise your website 
Get it to convert better (better structure & social proof)

4. Reactivate old leads 
Add value now and re-open conversations for the new year.

---

The ironic part?
You tell your clients this all the time :)

But forget to do it for yourself.

So for those reading this....
Just a gentle reminder.

Put in the work now and get - 
> Better hires in 2026
> Less client churn in 2026
> Consistent revenue in 2026

Go hard
Makes the next 4 weeks count.

Not sure where to start?

DM me "2026" or comment below to nail growth 2026.

Will share $10k worth of stuff for free.

---

PS:
→ Not sure if I’m the right agency coach? 
Just Google me.

→ Check out 70 five-star reviews from founders like you.

PPS:
Between $20k–$100k MRR?
Ask me about the 3x Agency Scaler.

Above $200k+ MRR?
DM me for a 1:1 consultation to add $1.5M+ ARR.

This one switch 2.5x’d an agency’s revenue.

They went from $60k to $150k in deals won in a matter of months.

The change?

→ Stopped using client-facing team for their own marketing
→ Hired dedicated lead gen resources instead

That’s it. That simple.

And they’re not the only ones.

Here’s what happened when other agencies made the same move:

→ StudioHawk: 175% increase in deals won
→ Chronos: 398% pipeline growth, 2x deals won
→ BFJ Digital: 3x pipeline, record sales months
→ WP Creative, farsiight, Advisible, and more? Similar results.

Here’s the issue:

Your best client specialist isn’t your best marketer.

Why? Because:

→ You’re never priority #1 (clients come first)
→ They don’t understand agency lead gen (totally different beast)
→ No KPI = no real urgency
→ Your marketing drains their time, client results suffer

This leads to:

Low-quality leads

Inconsistent deal flow

Missed revenue targets

You think you’re saving money. You’re not.

You’re bleeding future revenue.

Want consistent, scalable growth?

→ Hire a full-time marketer
→ Or bring in a contractor focused only on YOUR growth
→ Or outsource it completely

When their #1 job is driving your pipeline?

You win.

More leads, better conversions, less stress.

I've done this 100+ times. It works.

Not sure where to start?

Just pop me a DM.

--

PS:
→ Not sure if I’m the right agency coach? Just Google me.
→ Check out 75 five-star reviews from founders like you.

PPS:

Between $20k–$100k MRR?
>> Ask me about the 3x Agency Scaler.
>> I'll give you 1:1 guidance on how to 3x your agency in 2026

Above $200k+ MRR?
>> DM me for a 1:1 consultation to add $1.5M+ ARR.

Why Agency Lead Gen Fails

I helped Brendan at BluFire scale their MRR by 60% within months. Here's how.

Here’s what we did:

→ Tweaked Meta ads to attract higher-quality leads
→ Optimised LPs & homepage with the right trust signals
→ Reviewed org structure & recruitment to hire the right talent
→ Cleaned up their sales process end-to-end
→ Dialled in pitch decks, emails, KPIs & operational systems

The result?

60% growth in closed MRR.
Total clarity on their process.
And an agency that now felt scalable.

Most agencies don’t need more...

They need the right things in the RIGHT order.

If you're feeling:

→ Lead quality is inconsistent
→ Unsure whether your hires are the right fit
→ Your sales process works but isn’t predictable
→ Delivery's pulling you back into the weeds
→ Your systems can't run without you

Then you’re not alone... 

You don’t have a revenue problem.
You have a structure, sequencing, and scaling problem.

And that’s exactly what I help fix.

If you’re an agency doing $30k-70k MRR,
looking for predictable growth
and willing to be coached

This is for you.

Inside the 3x Agency Scaler, you get:

→ 4 months of direct 1:1 access to me
→ Weekly group calls with other founders
→ My entire 15-year scaling IP in one private portal
→ Templates, pitch decks, hiring systems, retention playbooks & more
→ 1:1 support across sales, operations, hiring, retention & delivery

⚠️ Bonus for this week only
10% off for the first 5 founders who respond to this post.

DM me “3X” and I’ll send the details.
(Only for AU/NZ agencies)

--

PS:
Google me — 70+ five-star reviews from founders just like Brendan.

PPS:

These frameworks have generated $100M+ in revenue and 50k+ leads for agencies big & small.

Bigger agencies:
→ Online Marketing Gurus, StudioHawk, Defiant Digital, Advisible, Chronos Agency, farsiight & more.

Smaller agencies:
→ Blufire, Karma Media, Uprise Digital, Umped, Intentional, FoxGiven, Valiant Digital & more.

Curious about how it all works? Just DM me.

I spoke with 87 agency founders over the last 2 months.

What I'm hearing explains why so many agencies are struggling to scale.

Inconsistent leads.
Inconsistent sales.
Inconsistent profit.

But here’s what they didn’t realise until we spoke:
Their entire business was built on ONE lead source.

If you're relying ONLY on Meta ads or referrals
Your agency is literally one click away from chaos.

And when that one source slows down?
→ Revenue TANKS
→ Anxiety SOARS

You know you should do it 
But you just don't 

Diversify lead gen hard, asap 

→ Get more leads from agency partners 
→ Optimise your meta ads to do better 
→ Drive more leads from SEO 
→ Do more face-to-face events

But the key?
Doing this well (99% don't)

Need help? Just ask.

Over 70+ founders asked in the last 5 months
Joined the 3x Agency Scaler program  
And have had their best agency results ever.

Might be your turn.

DM me 3x & I'll share some details.

—

PS:
Google me — 70+ five-star reviews from founders just like you.

PPS:
These frameworks have generated $100M+ in revenue and 50k+ leads for agencies big & small.

Bigger agencies:
→ Online Marketing Gurus, StudioHawk, Defiant Digital, Advisible, Chronos Agency, farsiight & more.

Smaller agencies:
→ Blufire, Karma Media, Uprise Digital, Umped, Intentional, FoxGiven, Valiant Digital & more.

Curious about how it all works? Just DM me.

"Our ads aren't performing like they used to."

Many agency founders struggle to stand out in a crowded market.

Everyone's promising the world:

- Guaranteed results
- Free audits
- Quick wins

But here's what actually works:

You need to showcase your success stories.
Not just talk about what you can do.

These 3 ad types will transform your results:

1. Testimonial ads

- Show real clients speaking about their wins
- Make it authentic, specific, results-focused

2. Case study ads

- Detail the exact process
- Share concrete numbers and outcomes
- Show the transformation

3. Logo showreel ads

- Display your best brand collaborations
- Build instant credibility
- Show you work with serious players

For each ad:

- Focus on specific results
- Show proof, not promises
- Include what service you offer
- Highlight what makes you different 
- Craft a compelling hook (120 characters max)

Stop blending in with generic offers.
Start showcasing your real impact.

The more you demonstrate your success, the more right fit clients you'll attract.

—
PS:
Google me — 70+ five-star reviews from founders just like you.

PPS:
These frameworks have generated $100M+ in revenue and 50k+ leads for agencies big & small.

Bigger agencies:
→ Online Marketing Gurus, StudioHawk, Defiant Digital, Advisible, Chronos Agency, farsiight & more.

Smaller agencies:
→ Blufire, Karma Media, Uprise Digital, Umped, Intentional, FoxGiven, Valiant Digital & more.

Curious about how it all works? Just DM me.

Meta Ads for Agencies

Stop doing a 1,000 things at once; it'll BURY your business.

Instead, pick 3 things & do them REALLY well.

I’ve spoken to 1,000+ agency founders.

Most have one thing in common:

They’re stuck. They’ve hit a ceiling.
And they don’t know what to fix next.

Sales? Retention?
Team? Marketing?
All of the above?

They’re selling, delivering, marketing, hiring, reporting - and burning out in the process.

The result?
Everything’s at 50%.
Nothing gets to 100%.
Growth stalls. 

Here’s what I tell every founder I coach:

Don’t do more. 
Do less.

Start with 3 levers that actually move the needle:

1/ Get client delivery off your plate
Hire a 2IC.
Pay good money for them.
Free yourself up to lead and sell.

2/ Invest in marketing
Top agencies spend 15–20% of rev on marketing.
Because they know it pays them back 20x.

No consistent demand = no consistent growth.

3/ Get your CRM sorted
Your CRM should be the single source of truth for sales, marketing, and retention.

No more scattered data.
No more gut decisions.
Just clarity.

4/ Fix your sales engine

Sales is hard to offload.

But it’s your biggest lever.
→ Spend 2–3 hours/day selling
→ Control the inputs (outreach, content, partnerships)
→ Build a brand people trust
→ And never stop selling

Final tip? 

Focus your quarters.
Pick one thing each quarter.
Go deep.
Systemise it.
Then move to the next.

That’s how the best agencies scale.
One high-impact lever at a time.

You don’t need more ideas.
You need more focus.

—
PS:

These frameworks have generated $100M+ in revenue and 50k+ leads for agencies big & small.

Bigger agencies:
→ Online Marketing Gurus, StudioHawk, Defiant Digital, Advisible, Chronos Agency, farsiight & more.

Smaller agencies:
→ Blufire, Karma Media, Uprise Digital, Umped, Intentional, FoxGiven, Valiant Digital & more.


PPS:
→ Not sure if I’m the right agency coach? Just Google me.
→ Check out 75 five-star reviews from founders like you.

Between $20k–$100k MRR?
→ Ask me about the 3x Agency Scaler.
→ I'll give you 1:1 guidance on how to 3x your agency in 2026.

Above $200k+ MRR?
→ DM me for a 1:1 consultation to add $1.5M+ ARR.

I’ve seen small agencies spend 10x less… and still SMASH big agencies. Here are 8 things they’re doing.

Just because you’re a small agency doesn’t mean you can’t compete with the big boys.

Sounds crazy, right?

After 3.5 years in the trenches  
→ Talking to thousands of agencies  
→ Supporting hundreds from the inside

One thing I’ve seen again and again:

You don’t need a massive budget to win
Focus on the right things
Execute consistently

Small agencies actually have an advantage:  
→ More nimble  
→ Hungrier  
→ Test faster  
→ Take more creative risks

If you’re a smaller agency trying to get a leg up on the big boys…

Here’s what to do:

---

1. Obsess over Google Reviews

Growth depends on it
If a client’s ever over the moon
Ask for a review *on the spot*
Aim for 50–100
Trust is your biggest lever

---

2. Build a bank of video testimonials

Nothing builds trust faster than clients talking
Collect 20–30 written and video testimonials
Bake it into your process *daily*
Clients can sell you better than you ever will

---

3. Make your website a trust machine

Feature reviews. Case studies. Outcomes.  
When prospects land, they should think:

These guys get my world
They’re trusted by others I know
They’ve delivered. Obvious choice.

---

4. Post every day on LinkedIn

Don’t overthink it
Share what you're helping clients with
Others are likely stuck on the same thing
Teach. Share. Be useful.  
That’s what builds authority, trust, and pipeline

---

5. Connect with dream clients daily

Use a tool like Dripify
~30% will accept
Then they start seeing your posts
Over time, they trust you
Trust is everything

---

6. Build relationships. Don’t sell.

Once connected on LinkedIn:  
DM 10–15 people/day  
Be human. Helpful. Curious.  
Don’t sell
They’ll ask for help when ready

---

7. Run awareness ads on Meta

Case study reels  
Testimonial clips  
Brand snapshots  
Don’t sell
You’re building awareness and trust
Don’t expect conversions - expect recognition

---

8. Run founder-led video ads on Meta

Think Alex Hormozi-style VSLs 
This is what gets conversions

You, the founder, on camera

Call out your niche  
Name their pain  
Show outcomes  
Explain the “how”  
Re-state ICP + outcomes  
Give a path to reach out

When they’ve seen you around long enough…  
That *one* video will tip them over the edge.

--

PS:
Need help scaling your agency?

Just Google me ;)

Or pop me a DM.

PPS:
Need templates/guides for the above? Just ask

Daniel Budreika

HubSpot

● Top Performing Small Business Growth Specialist JAPAC region - January 2025

Growth Specialist - Small Business

Business Development Representative supporting 3-8 Account Executives. Booking meetings with high-fit prospects through targeted outbound via phone, email and LinkedIn.

● Top performing BDR in JAPAC region - Q1 2024

Associate Inbound Growth Specialist

Principal Business Development Representative

Business Development Representative

Boomer Home Loans

Helped to co-found Boomer Home Loans, a specialist fintech lender for people over 55, after recognising the glaring need to incorporate the family home in whole-of-wealth retirement planning.

Through my networks I contributed to raising necessary capital through Seed, Series A and B rounds ahead of Boomer's launch in the Australian market. Roles have been varied to fit around existing commitments and help needed while the team scales ahead of full launch.

Senior Consultant

Co-founder, Director & Board Member

FMD Financial - Expert financial advisers

Successfully negotiated the sale of Planning for Prosperity before working with the team at FMD Financial Adelaide to carefully transfer each client across to their new home.

Achieved personal consent from each client before attending a warm hand-over meeting with their new adviser.

Transition Consultant

Planning for Prosperity

Responsible for generating new business and building relationships with 100 private clients, whilst leading a brilliant team of four support staff.

In 2021, successfully negotiated the sale of Planning for Prosperity to FMD Financial (Adelaide), ensuring each client and existing strategy was warmly handed over to their new adviser. I am most proud that all in-house staff were taken care of and provided with new roles at either FMD Financial or Boomer Home Loans.

Financial Adviser

Financial management
● Detailed cashflow budgets and expected pipleline
● Setting and monitoring new business targets
● Overseeing accounting and payroll functions

Human resources
● Providing leadership 
● Driving culture
● Management and empowerment of staff
● Engaging with recruiters and interviewing candidates

Operations
● Developing systems and processes (onboarding of new clients and review process for existing clients)
● Identifying bottlenecks and improvements in workflows
● Managing 3rd party relations (software providers, outsourced staffing etc)

Sales and marketing
● Outbound prospecting and lead generation
● Developing and refining sales process
● Regularly reviewing and updating website (writing blogs, content for target clients, calls to action)
● Managing and posting on social media
● Providing interviews for News Ltd finance articles
● Engagement with 3rd party consultants

Co-owner & Managing Director

Barker Wealth Management Group

Paraplanner

Holiday Explorers

Information Officer

Provided assistance to travel consultants

Travel Processor

Business Development Representative at HubSpot | Helping businesses grow with the right marketing, sales and service technology

After running a business and co-founding a fintech, I developed a keen interest in solving problems at scale. My passion and curiosity naturally led me to a successful transition into B2B tech sales.

As an Account Executive at HubSpot my aim is to help orgs in Australia and NZ who suffer from clunky CRM and tech stacks across marketing, sales and service that...

➤ Are complex to use --> Low user adoption
➤ Poorly integrated --> Lack of automation
➤ Have siloed data -->  Limited reporting and decision making
➤ Expensive to use --> Poor ROI

taplio

The Battle

Wasif Kasim

Daniel Budreika

Followers

Posts

Engagements

Likes

Performance ScoreWasif Kasim's LinkedIn Performance

Ready to grow your LinkedIn presence?

taplio

The Battle

Wasif Kasim

Daniel Budreika

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Wasif Kasim's LinkedIn Performance

Ready to grow your LinkedIn presence?

Performance ScoreWasif Kasim's LinkedIn Performance