Wall of love for Trusted Advisor Operating System®

We were introduced to Robert by a mutual acquaintance in 2016. Our business was growing rapidly and we needed to move accountants for more structural advice. Robert was the first person we met from UNW and was instrumental in our transition to move over. We also discussed in depth our future plans for our business and our ambition to look at partial sale to PE which eventually happened in 2022 but this early meeting set the wheels in motion.   Robert is trustworthy, personable and experienced with a cool head. Always there to help and advise and prepared to invest time and effort for the long term. Very well connected and good understanding of practical business issues. We wish him all the very best in future and would always recommend him 

I’ve known Robert for a number of years and would highly recommend him. He’s a great conversation starter and has an excellent network. He has loads to teach and would be an excellent choice for anyone looking to grow their network and learn from the best.

Robert has amazing energy and the absolute quality skill of networking, allowing the crowded room to become an opportunity and not a daunting overwhelming experience. Having the confidence to excel, no matter the situation, is an absolute expertise that Robert has in abundance and even better, his ability to share those skills with ease.

I met Robert a number of years ago at one of his excellent ecom roundtables. Since then he has facilitated many useful connections and introductions from the investment and professional community. A natural networker, Robert makes business development look simple and his platform will distill years of experience into easily digestible modules.

I’ve had the pleasure of working with Robert for a number of years now and I can't recommend him highly enough. His exceptional interpersonal and communication skills make him the ideal person to create and retain a wide network of contacts, and he is skilled at assessing individual needs and tailoring his advice accordingly. It helps that Robert has undertaken a number of different roles within the corporate finance sector, so is able to propose solutions having considered a variety of viewpoints. A great person to be connected with!

Robert’s extensive network of entrepreneurs and professional advisers is a strong validation of approach and he has made some great and tailored introductions for me over the years. His style isn’t pushy or presumptive and I’ve certainly had value from his knowledge-sharing on his craft.

I first met Bob when he reached out to me whilst working for UNW. We ended up using UNW as our accountants for some time and for corporate finance too. Since meeting Bob we have made so many connections through him. He’s one of the most well networked people I know and has made so many valuable intros. Bob always has time for people and is such a great guy to be around. He’s run some great social events and I’d highly recommend connecting with him to help build your network. The best BDM I have come across.

We have worked with Robert on a few different projects now - his ability to build relationships and connect people really stands out. Robert is a natural storyteller and so I am sure his training approach will be engaging and powerful.

My introduction to Robert was about 8 years whilst he was in the Corporate team at UNW. We were looking to raise capital to help accelerate further growth for our marketing, data and research consulting group. I’ve always referred to Bob as the ‘super connector’ as he knows everyone and if he doesn’t, he knows someone who knows someone! He’ll get you an intro, a coffee meeting a formal meeting and he’ll do it because he genuinely wants to put two people together to help build people's networks. The Trusted Advisor OS training programme is his 9 step plan for all professionals in the financial services sector to be the Trusted advisors to clients.

I've known Robert for many years, both as a friend and a client. He immediately stood out in the professional services community as someone who was happy to help without expecting anything in return, and very good at building relationships. So to utilise Robert as our CF advisor made complete sense.

Bob was pivotal in helping my business raise a round of funding. His ability to simplify complex financial concepts while maintaining a keen attention to detail sets him apart in the field. Bob’s business development expertise played a key role in me choosing to become a client, and without his help, it would have been a lot harder to achieve our goals.

Robert isn't just a regular consultant / trainer; he's a financial maestro with a corporate finance background that adds layers of depth to his business acumen. As one of the best networkers in the business, his expertise clearly doesn't come from textbooks but from years of fine-tuning his craft out in the field. He understands the complexities of high-growth environments, making him a prized asset not just to startups but also within the private equity sphere. For those looking to scale or secure investment, Robert has the blueprint (and contacts) to make it happen.

Rob is a real go-getter with fantastic acumen and a network second to none. His ability to spot, create and promote opportunities is first class and he is a fellow professional whom I am delighted to be connected to.

I first met Robert when he worked in corporate finance. Robert made an introduction requesting a coffee to learn more about my business, I instantly found him to be well connected, extremely knowledgeable about startup and SME businesses and was genuinely enthusiastic about connecting others and helping support businesses whether there was a personal interest or not. As our relationship developed I had no concerns in engaging Robert's then firm in supporting my business explore a finance raise. Robert was an exceptional support in the process and clearly was an outstanding operator in his own right as an entrepreneur. Due to an extensive network, Robert was able to connect me with anyone I needed whenever a growth or business development opportunity arose. As well as having the network, Robert had the commercial understanding of exactly what a business required and was able to put a practical plan in place to execute. Over the years I have not hesitated to consult Robert in relation to business development opportunities and I have referred a lot of people his way that I knew he had the contacts and expertise to help them grow their businesses. Fundamentally, Robert is a genuine, decent and loyal person which makes working with him an absolute pleasure.

Christian Butler, Solicitor and Partner, specialising in family law. The MST training was very informative and helpful - it has forced me to reconsider the way I network. The best thing about the MST session was the practical tips and skills provided. I would recommend MST to others no matter where they are in their careers or their networking journey.

Robert is a highly motivated and energetic character who has developed and accumulated through considerable experience, enviable talents in the ability to network highly efficiently and in business development. Robert’s ability to get on easily with people of all descriptions is a testament to his honest, hard working and very experienced character. His work ethic is superb and he possesses the rare ability to be able to think “outside the box “ and come up with innovative / novel solutions to a variety of business problems. He is likeable, knowledgeable and astute. His mentoring ability for younger or less-experienced people (and desire to help pass on some of the wide variety of techniques he has developed and acquired during his career) make him an extremely valuable person to mentor others.

Robert has an exceptional network and he is a great connector of people. Early in my career Robert helped me out and I have benefitted immeasurably from his guidance on networking and building a personal brand. Anyone considering investing in their own business development practices would benefit greatly from Robert's time and experience.