SENIOR MANAGER, PROSPERITY ADVISERS GROUP
Alex is a Senior Manager at the Prosperity Advisers Group and has spent that past ten years building a growing client base in the audit and advisory industry. Alex was recently honoured with the prestigious Rising Star award at the 2016 Australian Accounting Awards in Sydney. Alex’s work often takes him across the country and overseas in his quest to build the advisory firm of the future with his colleagues at Prosperity.
How do you manage your work/life balance?
I often joke that I don’t have a “job” but a “way of life” – I think trying to compartmentalise “work” separately from “life” is fraught with danger. Simply integrating both into every day is surely a simpler way of looking at it. If you need to work hard to meet a deadline, do it. If you need to work out, get down to the gym. If your mind is racing and you need to de-stress, meditate. I don’t over analyse it. Keeping it simple means that I always have time to do the things I need/want to do. If I can do it with my heavy travel schedule, then so can you.
Where do you see your industry heading and how have you positioned yourself to benefit from these changes?
We spend a lot of time discussing this at Prosperity Advisers and positioning our team to become the advisory firm of the future. Digital disruption is here and will exponentially impact traditional professional services over the coming years. I recently attended a workshop with a group of public sector auditors that have tapped into their client’s financial systems and automatically download, sort, profile and chart all transactional data to identify unusual entries for follow up. Whilst data mining is nothing new, the automation and “real time” access to this type of analysis will turn auditors into investigators in the next 10 years. Predictive analytics will be key to securing trusted adviser relationships with our clients.
What characteristics do you think an individual needs to be successful in your profession?
Be a team player and recognise that you can achieve more through collaboration and team work than you could ever achieve on your own. Live and breathe integrity, your reputation is your most important asset. Fess up when something doesn’t go right, learn from it and move on. Bring enthusiasm and the right attitude to everything you do. If it’s worth doing at all, you might as well give it your best effort.
Last but not least, strong communicators have an advantage over all others. Learn how to give and receive advice, present to an audience and interact with staff at all levels of an organisation and you will be well on the road to success in professional services.
What motivates and drives you?
Continual improvement for both myself personally and for my clients. There is always another level to reach and if you aren’t working towards that level, what are doing in life/business? I’ve never had to ask myself that question and because of that I show up ready to learn and grow every day and take my clients on that journey too.
Do you have a life motto/mantra that keeps you going on those not so enjoyable days?
The Oracle of Omaha Warren Buffett said “be fearful when others are greedy and greedy when others are fearful” – I apply this to much more than just investment philosophy. I’m happy to work hard and get through a tough day when others may be taking it easy. The resulting success will be worth it.