Terri Reid Email and Phone Number
When was the last time you had a REALLY great conversation?Not the transactional ones because you've got too much to get done and not enough time. And not the ones involving ideas that will never see the light of day. But the heart felt, honest, and liberating discussions that move us all.It's amazing what comes up when we allow time and space to slow down and really connect. Not just with the person or people we’re talking to, but with our own inner guidance too. Just imagine what kind of a world we would have if this was our normal! At Traxiom, we support these conversations in a few ways: - 1:1 coaching - Group workshops to support leaders and teams - Consulting services to help businesses bring this to all facets of their organisation At a philosophical and human level most of our conversations focus around topics that support all of us:1. Personal qualities – realising what we each bring to a group (and the world).2. Personal capacity – realising what it takes to build our resources so we live & work well rather than dragging ourselves through the week.3. Group dynamics – realising what we can do together when we’re all on the one team. We start at this foundational level because any system that truly works well is built from a solid platform of care for all parts of the whole. Translating this into work places, we focus on true leadership, empowering and supporting staff, and delivering an enriching client experience. Because for business to truly work well, it has to work for everyone. When we bring this level of purpose, leadership and true care into all facets of our life, the impact is felt in our homes and the community too. This is true social impact without needing a platform, an ‘important’ role, or a swag of cash. It’s in our simple every day conversations and in the way we show up. With the world getting lonelier* and the rising instances of mental ill-health, we need to have more of these real conversations. If you're interested in some support or want to explore how conversations can be a catalyst for positive change then let's have a chat. ;-)* Meta-Gallup Global State of Social Connections Report - 2023.
Traxiom | Move With Truth
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Terri Reid - Owner And PrincipalTraxiom | Move With Truth Aug 2014 - PresentPerth, AustraliaWorking ON the business whilst you’re also working IN the business can be a real challenge. The days are busy, things get complicated, and being the leader or business owner can feel lonely. When people see you as leading the way it can be hard to show this level of vulnerability with the people who look to YOU for guidance and support. We established Traxiom to help leaders and professional advisers with the normal reasons people go to see a business coach: • discovering purpose• getting clear on positioning & pricing • reviewing the client and staff experience • fine-tuning their leadership skills, and • facilitating better relationships - with leadership teams, staff, and clientsAs well as business coaching support, we also help people who want to go a bit deeper and gain a greater awareness of how they show up in the world. This 'inner work' helps their paid work and in their personal life. The focus of this work is to support people to realise their true value and explore how they can share it in all facets of life.When we use the word ‘realise’ we mean it in many senses of the word:1. Understand what is authentically you2. Show more care and be more real at work, home, and in the community3. Be more aware of how the way you move impacts others 4. Look at the ripple effect on your work, relationships, and wellbeingPeople who have invested in this next-level support have found it useful in many ways:• Transitioning from a professional or technical role to a leadership position• Working alongside us and their teams so they build awareness together• Exploring how to change careers• Handling major life and business transitions including retirement, business partnership splits, and personal relationship changes• Facing normal life challenges with more presence and less reactivity• Having a sounding board who can work across multiple facets of business and life If you’d like someone to work alongside you please reach out.
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Lead Adviser Business CoachFitzpatricks Financial Group Jun 2016 - PresentAustraliaIn my role as a Business and Emotional Intelligence Coach I work with a range of financial planning businesses across Australia. Fitzpatricks and their advisers appreciate the fact that I bring the coaching concepts together with practical experience after having formerly worked as an adviser and in various roles in dynamic financial planning businesses. Some of the activities include: - Coach and sounding board for financial planning business owners (value of advice, client experience & engagement, strategic business planning, staff engagement & capability development, facilitating team workshops) - Facilitate the Fitzpatricks' signature 2-day Lead Adviser program (as well as upgrading material & developing resources to support key Fitzpatricks' staff to self-perform) - Build resources for an online training platform to complement the Lead Adviser program (videos, presentations, tools, written 1 overviews) - Coach and sounding board for Head Office leaders and their teams on adviser engagement and emotional intelligence concepts to help them build stronger relationships with their clients -
Terri Reid - Project ConsultantFitzpatricks Private Wealth Jan 2010 - Jul 2015Fitzpatricks Private Wealth is a national advisory and wealth management firm supporting boutique financial planning businesses. I managed a number of projects for Fitzpatricks Private Wealth and several affiliated financial planning businesses. I also worked with key members of their team to develop their internal capabilities in this area so they could self-perform.Some projects I delivered include:• Re-engineered client engagement and workflow processes, developed tools and communication materials to support teams and deliver an enhanced client experience. • Created an enhanced investment review offer. This included conducting testing new risk management software and providing guidance to the developer to enhance software capability, managing compliance approvals, engaging with advisers to get their buy-in and preparing and delivering training materials for internal staff to support the ongoing management. • Created, designed and developed technical and marketing documents for advisers including Federal Budget debriefs, Heads of Agreements, Selling Memorandum, white papers, Business and Service Overview documents. -
Terri Reid - Authorised RepresentativeFitzpatricks Brisbane Pty Ltd Aug 2006 - Dec 2009Fitzpatricks Brisbane is a boutique financial planning firm advising high net wealth clients. This role involved working with the business owners to manage financial planning clients and overseeing internal workflows to ensure client outcomes were met. Due to our initiatives we also conducted training sessions for staff from other financial planning businesses in the group. Some initiatives that were adopted across the network include:• Created, designed and developed client and adviser educational materials to explain new investment methodology. • Designed and developed processes to migrate private client investment portfolios to this new investment methodology under tight timeframes just prior to the Global Financial Crisis. • Researched changes to Simple Super Legislation handed down in the Federal Budget of May 2007 and developed technical papers and tools and resources to help them maximise relevant opportunities for clients prior to 30/6.
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Terri Reid - Communications ConsultantFortitude Financial Consultants Jan 2006 - Aug 2006Fortitude Financial Consultants was a boutique financial planning firm based in Perth. • Advised business owner on customer segmentation, revising pricing strategy, and adjusted client value proposition to enhance the service offering to clients and support financial objectives of the business.• Researched legislative changes and advised on their impact to the business and its clients.
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Terri Reid - Financial ControllerClifton Coney Group 2004 - 2005Vietnam And DubaiClifton Coney Group (CCG) was a project management consulting business in the construction industry, bought by Coffey International in 2005 and expanding overseas. My primary responsibilities in Dubai were to establish financial and administrative functions consistent with parent company policies. As the company had just been publicly listed I was responsible for establishing financial practices in line with ASX requirements. I continued to oversee the Dubai financial operations remotely after relocating to Vietnam. My key achievements included:• Resolved business ownership issues between the local JV partner and parent company for CCG (Middle East).• Established, maintained and monitored company accounting, reporting and administration systems in both Dubai and Vietnam which met local requirements as well as Australian standards. • Acquired a business license for a 100% Foreign Owned Entity for the Vietnam business.• Researched Vietnam’s business environment (accounting, legal, labour law, tax, insurance, corruption, and business ethics) and its affect on, and relevance to CCG, and advised on the impact of these issues. • Researched and developed employee handbooks and related HR policies for both local and expatriate staff. -
Terri Reid - Financial Adviser / Practice ManagerFortitude Financial Consultants 2002 - 2004Fortitude Financial Consultants was a boutique financial planning firm based in Perth. My role involved working with the business owner to drive change initiatives, manage the private financial planning client base and build and maintain a corporate superannuation / employee benefit offer. My key achievements:• Designed the client experience to align with business vision and values and created and re-engineered business processes to support this.• Managed company re-branding and re-positioning. • Secured a financial services licence for the business and transitioned from the external licensee to our individual licence. • Identified and drove change initiatives for enhanced business processes and improved compliance, efficiency and effectiveness and coached staff to adopt a similar mindset.• Created and managed an enhanced corporate superannuation offer including coaching staff, developing all marketing material and business processes resulting in 100% success rate for new corporate appointments. • Oversaw corporate clients and managed their employee benefit programs. Increased corporate revenue from 45% to 66% of total revenue and cut overheads from 60% to 40%.• Worked with the business owner and legal advisers to restructure company ownership and negotiated to sell part of the client base to an external party to help fund the buy-out.
Terri Reid Skills
Terri Reid Education Details
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Langley Group InstituteDiploma Of Positive Psychology -
Speakers InstituteMastering Communication For Influence
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Coaching Pacific LtdExecutive And Organisational Coaching Certificate
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Diploma Of Financial Planning -
Diploma Of Superannuation Management -
Accounting And Business/Management
Frequently Asked Questions about Terri Reid
What company does Terri Reid work for?
Terri Reid works for Traxiom | Move With Truth
What is Terri Reid's role at the current company?
Terri Reid's current role is Helping professional advisers and their teams build a successful and sustainable business that makes a positive impact - without racing against the clock or sacrificing quality of life. 🔸Business & Leadership Coach.
What schools did Terri Reid attend?
Terri Reid attended Langley Group Institute, Speakers Institute, Coaching Pacific Ltd, Deakin University, Macquarie University, Curtin University.
What are some of Terri Reid's interests?
Terri Reid has interest in Children, Economic Empowerment, Yoga, Education, Reading, Surfing, Hiking, Singing, Travel, Health.
What skills is Terri Reid known for?
Terri Reid has skills like Financial Planning, Financial Services, Project Management, Strategy, Management, Strategic Planning, Business Advisory, Change Management, Strategic Communications, Business Process, Risk Management, Consulting.
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Terri Reid
Brisbane City, Qld -
Terri Reid
Australia -
Terri Reid
Australia
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