Author & Mentor
See Mission, Discount Policy & CPD Statement below
PASS THE ADVISER EXAM
—
NOW AVAILABLE
*
COMPREHENSIVE TUTORIAL PROGRAM
*
Available for the June 2024 exam
*
Normally $660
Now discounted to $550
*
If you are taking advantage of the
experience pathway and coming back
into the financial advice industry,
this program will help you get back
on top of legislation requirements
and contains all you need to pass
the adviser exam.
*
More Information at
ADVISER EXAM PROGRAM
—
THE ART OF ADVICE
—
The Art of Advice ($660)
*
AVAILABLE NOW!
This 13-module program is for advisers
who want more than a product-based
business with a few quasi strategic add-ons.
The program walks you through the
structured process of building a profitable
advice business by showing you how find
your niche and satisfy the needs of your
target group. I show you how to create
client value, develop an advice model,
target ideal clients, build a brand, cost &
price your advice.
*
More Information at
THE ART OF ADVICE