THE TEAM BEHIND YOUR SUCCESS!
Simon Lu | Business Growth Strategist
Meet Simon: I'm dedicated to helping accountants, advisors, bookkeepers, CFOs and financial consultant to build their next $1 million in fees with a 65% profit margin in less than 50 clients. We exist to reinvent how accounting professionals grow their businesses. We achieve that by helping them attract and convert their dream clients and productise their irresistible offer so that it can be delivered at scale with people, system, results and high margin.
Outside of TrustedClients: I have a passion for exploring the world and experiencing new things. I enjoy fine dining with friends and family, indulging in moments of culinary delight. My work is not just a profession but also a hobby, as I constantly strive to improve and scale businesses with high revenue and margins.
Nathan Boucher | Client Success Manager
Meet Nathan: As a results driven Client Success Manager at TrustedClients, I focus on empowering accounting firms with innovative solutions that strengthen client relationships and drive growth. With expertise in supporting SMEs in the accounting industry, I’m inspired by our mission to build lasting client connections. Through strategic alignment with client goals, I help firms maximise their potential, thrive competitively, and increase revenue
Outside of TrustedClient: I enjoy socializing with friends and family, playing and watching soccer, making music, and traveling to new places. These experiences keep me energized and excited, often providing common ground to bond with clients over shared interests
Sam Shaper | Revenue Strategist
Meet Sam: As a seasoned revenue leader with over a decade of experience, I help brands expand and grow revenue by focusing on client success. At Trusted Clients, every action supports client results, aligning with my passion for impactful, client centred work. I provide end to end revenue support, from front end marketing messaging to back end client retention. Our clients are the heroes; we’re here to help them reach their potential
Outside of TrustedClients: I’m a wellness enthusiast, dedicated to optimising my performance and well-being while raising a young family
Fiona Feng | Project Manager
Meet Fiona: I appreciate the supportive culture and endless opportunities for personal and professional growth as a dedicated Project manager at TrustedClients. With a Bachelor's degree in Marketing, I excel in daily management of social media platforms, acting as the primary contact for all social media activities. I support sales teams by responding to reviews, comments, and messages across online platforms, while also assisting with email campaigns and organising client appointments.
Outside of TrustedClients: Beyond TrustedClients, I find balance through practicing yoga and indulging in reading. These hobbies enrich my well-rounded personality and contribute to my overall well-being.
Cid Tano | Tech Automation Specialist
Meet Cid: I excel in marketing tech, and automation to ensure our clients getting qualified leads. My expertise also encompasses creative design, digital graphics, video production and editing, technical skills, and content production. Customer focus is essential to me, and I demonstrate excellent customer service by understanding each client's unique character and capabilities. By tailoring my approach to match their pace and level of understanding, I create a seamless experience that meets their needs.
Outside of TrustedClients: I embrace a free-spirited and outgoing nature. I have a deep love for travel and enjoy exploring new places. These experiences fuel my creativity and add to my well-rounded personality as a Project Manager.
Rahib Maruf | Copywritter and Content Specialist
Meet Rahib: I’m a B2B copywriter with 12+ years of experience in helping brands connect meaningfully with their audiences. At TrustedClients, I turn complex ideas into simple, relatable stories. My speciality in voice capture - ensuring all content reflects your personality and brand. My goal is always to make sure every word you publish builds more trust in your brand.
Outside of TrustedClients: I enjoy traveling and experiencing how people live in different parts of the world. These experiences help me empathise with and relate to a wide range of audiences.
Meet our Lead Generation Team
Ron Albert Ancheta | Team Lead
Meet Ron: I take pride in helping clients achieve their goals through effective lead generation and social media strategies. My commitment to prompt communication and seamless customer experiences ensures exceptional service delivery.With a Bachelor's degree in Information Technology, I excel in managing LinkedIn, Facebook, and Instagram lead-generation accounts, prequalifying prospects, scheduling appointments, and providing essential sales support. I possess expertise in appointment setting, data entry, administrative tasks, social media marketing, LinkedIn optimization, lead generation, and content management.
Outside of TrustedClients: Beyond TrustedClients, I find joy in exploring new hiking trails and capturing beautiful moments through photography. These hobbies contribute to my well-rounded personality and provide a creative outlet outside of work.
Piolo Go | Sell by Chat Specialist
Meet Piolo: I am a skilled Campaign Manager and lead generation specialist at TrustedClients. With years of experience in marketing management and quality assurance, I execute effective strategies to enhance your online presence on LinkedIn, prequalify prospects, and organize appointments. My expertise lies in lead generation, content management, customer and community management, data entry, and LinkedIn platform optimization. TrustedClients prioritizes personal growth and career development, empowering me to continuously learn and improve. I am dedicated to providing exceptional customer service through active listening, responsiveness, and collaborative teamwork.
Outside of TrustedClients: I prioritize spending quality time with friends and family. Outside of work, I enjoy engaging in board games, exploring new sports, and honing my cooking skills. These interests contribute to my well-rounded personality and enhance my ability to connect with others on a deeper level.
Joy Tiangco | Appointment Setter
Meet Joy: With a background in real estate and a degree in English, I excel in marketing and customer support. My positive personality fosters a great workplace environment, and I maintain strong relationships with my peers. I specialises in boosting online presence and lead generation for clients through social media and content management, particularly on platforms like LinkedIn, Facebook, and Instagram.
Outside of TrustedClients: I enjoy scenic views, adventurous hikes, photography, and spending time with loved ones.
Reynield Pantalita | Appointment Setter
Meet Reynield: With a Bachelor's degree in Information Technology, I specialize in building clients' online presence on LinkedIn, prequalifying prospects, managing messages, and organizing appointments. My expertise lies in delivering exceptional customer service and conducting thorough research. I thrive in TrustedClients' diverse and supportive environment, where I continually learn and grow. With a customer-focused approach, I proactively research customer preferences and needs, ensuring positive experiences.
Outside of TrustedClients: I find joy in playing volleyball and table tennis. I actively participate in activities for a cause, such as tree planting and river clean-up drives. These endeavors allow me to contribute to the community while nurturing my well-rounded personality as an appointment setter
Dane Mendoza | Appointment Setter
Meet Dane: I hold a qualification on Bachelor's degree in Hotel and Restaurant Management. Later I developed my skills that specialize in managing and monitoring clients' LinkedIn accounts, implementing lead generation strategies, and ensuring timely communication.. Working at TrustedClients allows me to take full ownership of clients' accounts, enhancing my sense of responsibility. With a customer-focused approach, I am committed to helping clients achieve their $1 million revenue goal by delivering satisfactory results.
Outside of TrustedClients: Beyond work, I find joy in hiking and exercise, especially jogging amidst nature. These activities keep me physically fit and inspire me with the beauty of the natural world.
Reden Fritz Yarra | Appointment Setter
Meet Reden: As a dedicated and results-oriented appointment setter, I specialize in helping businesses reach their full marketing potential. With a strong background in digital marketing strategies and a keen eye for detail, I am committed to supporting your marketing efforts and enhancing your brand's online presence. My proactive approach to problem-solving, excellent communication skills, and adaptability make me an ideal partner for businesses seeking to optimize their marketing strategies without the overhead of a full-time employee.
Outside of TrustedClients: Passionate about culinary artistry, canine communication, virtual battles, and outdoor exploration.
Adrian Andres | Appointment Setter
Meet Adrian: Greetings! I am your dedicated appointment setter, proficient in the art of lead generation across LinkedIn, Facebook, and Instagram. My enthusiasm for providing top-notch service knows no bounds, and I am here to transform your business interactions. With a knack for responding to emails and chats, moderating website content, and even scheduling meetings with finesse, I am your go-to assistant for streamlining tasks.
Outside of TrustedClients: I enjoy long rides, playing guitar, and drinking coffee in scenic places to get my mind off of the daily grind.
Regie Bahan | Appointment Setter
Meet Regie: hold a Bachelor of Science in Accountancy and have gained valuable experience working in the BPO industry. With over six years as an accounting staff member, I've developed strong analytical and organisational skills that I bring to my role as an appointment setter. My background allows me to effectively manage client interactions and ensure seamless communication.
Outside of TrustedClients: When I’m not at work, I’m a full time dad to my newborn baby, which brings me immense joy and fulfilment. I also have a passion for music and love to play guitar, finding creativity and relaxation in every strum
©2024 trustedclients.com.au
Simon Lu | Business Growth Strategist
Meet Simon: I'm dedicated to helping accountants, advisors, and CFOs build their next $1 million in fees with a 65% profit margin in less than 30 clients. As a coach and strategist, I provide comprehensive support in marketing, business growth strategies, and accounting firm development. My expertise lies in building clients' online presence with high profitable advisory product. With a Master's degree in accounting and finance, I bring a strong background in business growth and deep understanding of the accounting/finance world. marketing. our commitment to innovation, consistently delivering the best products and strategies to help advisors grow and achieve profitability.
Nathan Boucher | Client Success Manager
Meet Nathan: As a results-driven Client Success Manager at TrustedClients, I focus on empowering accounting firms with innovative solutions that strengthen client relationships and drive growth. With expertise in supporting SMEs in the accounting industry, I’m inspired by our mission to build lasting client connections. Through strategic alignment with client goals, I help firms maximize their potential, thrive competitively, and increase revenue outcomes.
Sam Shaper | Revenue Strategist
Sam Ben: As a seasoned revenue leader with over a decade of experience, I help brands expand and grow revenue by focusing on client success. At Trusted Clients, every action supports client results, aligning with my passion for impactful, client centred work. I provide end to end revenue support, from front end marketing messaging to back end client retention. Our clients are the heroes; we’re here to help them reach their potential drive business growth.
Fiona Feng | Project Manager
Meet Fiona: I appreciate the supportive culture and endless opportunities for personal and professional growth as a dedicated Project manager at TrustedClients. With a Bachelor's degree in Marketing, I excel in daily management of social media platforms, acting as the primary contact for all social media activities. I support sales teams by responding to reviews, comments, and messages across online platforms, while also assisting with email campaigns and organising client appointments.
Cid Tino | Tech Automation Specialist
Meet Fiona: I appreciate the supportive culture and endless opportunities for personal and professional growth as a dedicated Project manager at TrustedClients. With a Bachelor's degree in Marketing, I excel in daily management of social media platforms, acting as the primary contact for all social media activities. I support sales teams by responding to reviews, comments, and messages across online platforms, while also assisting with email campaigns and organising client appointments.
Rahib Maruf | Content Specialist
Meet Rahib: I’m a B2B copywriter with 12+ years of experience in helping brands connect meaningfully with their audiences. At TrustedClients, I turn complex ideas into simple, relatable stories. My speciality in voice capture - ensuring all content reflects your personality and brand. My goal is always to make sure every word you publish builds more trust in your brand
Meet our Lead Generation Team
Ron Albert Ancheta | Team Lead
Meet Ron: I take pride in helping clients achieve their goals through effective lead generation and social media strategies. My commitment to prompt communication and seamless customer experiences ensures exceptional service delivery.With a Bachelor's degree in Information Technology, I excel in managing LinkedIn, Facebook, and Instagram lead-generation accounts, prequalifying prospects, scheduling appointments, and providing essential sales support. I possess expertise in appointment setting, data entry, administrative tasks, social media marketing, LinkedIn optimization, lead generation, and content management.
Poy Go | Sell by Chat Specialist
Meet Poy: I am a skilled Campaign Manager and lead generation specialist at TrustedClients. With years of experience in marketing management and quality assurance, I execute effective strategies to enhance your online presence on LinkedIn, prequalify prospects, and organize appointments. My expertise lies in lead generation, content management, customer and community management, data entry, and LinkedIn platform optimization. TrustedClients prioritizes personal growth and career development, empowering me to continuously learn and improve. I am dedicated to providing exceptional customer service through active listening, responsiveness, and collaborative teamwork.
Joy Tiangco | Appointment setter
Meet Joy: With a background in real estate and a degree in English, Joy excels in marketing and customer support. Her positive personality fosters a great workplace environment, and she maintains strong relationships with her peers. Joy specializes in boosting online presence and lead generation for clients through social media and content management, particularly on platforms like LinkedIn, Facebook, and Instagram.
Reynield Pantalita | Appointment setter
Meet Reynield: With a Bachelor's degree in Information Technology, I specialise in building clients' online presence on LinkedIn, prequalifying prospects, managing messages, and organising appointments. My expertise lies in delivering exceptional customer service and conducting thorough research. I thrive in TrustedClients' diverse and supportive environment, where I continually learn and grow. With a customer-focused approach, I proactively research customer preferences and needs, ensuring positive experiences.
Dane Mendoza | Appointment setter
Meet Dane: I hold a qualification on Bachelor's degree in Hotel and Restaurant Management. Later I developed my skills that specialize in managing and monitoring clients' LinkedIn accounts, implementing lead generation strategies, and ensuring timely communication.. Working at TrustedClients allows me to take full ownership of clients' accounts, enhancing my sense of responsibility. With a customer-focused approach, I am committed to helping clients achieve their $1 million revenue goal by delivering satisfactory results.
Reden Fritz Yarra | Appointment setter
Meet Reden: As a dedicated and results-oriented appointment setter, I specialize in helping businesses reach their full marketing potential. With a strong background in digital marketing strategies and a keen eye for detail, I am committed to supporting your marketing efforts and enhancing your brand's online presence. My proactive approach to problem-solving, excellent communication skills, and adaptability make me an ideal partner for businesses seeking to optimize their marketing strategies without the overhead of a full-time employee.
Adrian Andres | Appointment setter
Meet Adrian: Greetings! I am your dedicated appointment setter, proficient in the art of lead generation across LinkedIn, Facebook, and Instagram. My enthusiasm for providing top-notch service knows no bounds, and I am here to transform your business interactions. With a knack for responding to emails and chats, moderating website content, and even scheduling meetings with finesse, I am your go-to assistant for streamlining tasks.
Regie Bahan | Appointment setter
Meet Regie: hold a Bachelor of Science in Accountancy and have gained valuable experience working in the BPO industry. With over six years as an accounting staff member, I've developed strong analytical and organizational skills that I bring to my role as an appointment setter. My background allows me to effectively manage client interactions and ensure seamless communication.
©2024 Trustedclients.com.au