Advice Business Planner & Mentor

See Mission, Discount Policy & CPD Statement below

ADVICE BUSINESS PLANNER & MENTOR

NOW AVAILABLE

Advice Business Planning & Mentor Services

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Advice Strategy & Modelling

1-3 year planning for your advice practice

Retirement & Succession Planning

Leverage your Advice Income

Client Education Programs

Strategies for Centres of Influence

Improve profit / decrease stress

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THE ART OF ADVICE

The Art of Advice ($660)

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AVAILABLE NOW!

This 13-module program walks you

through the process of building a

profitable advice business by showing

you how find your niche, create client

value, develop an  advice model, target

ideal clients,  build a brand, cost

& price your advice.

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More Information at

THE ART OF ADVICE

ADVISER EXAM PREP

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Comprehensive Tutorial Program

Available for March & May 2024 exams

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Normally $660

Discounted to $550

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MY MISSION

My mission is to assist financial advisers to grow profitable businesses built on ethical practice and targeted client value. Included in this mission is to help both existing and PY advisers pass the adviser exam.

It doesn’t matter what your field of advice is; where you are from; or what your history is.  You are welcome.  You are also welcome to contact me on 0408 756 531 or email me at gary@garyweigh.com to discuss the suitability of my programs and coaching to your needs.

DISCOUNT POLICY

The aim of my programs is to help you go forward in a turbulent financial services environment.  That is, to pass the exam, and grow a profitable client-centric business.  That objective is achieved in all cases where the client adviser takes responsibility and is accountable.

So rather than discount the price of my programs, which are already very reasonably priced, I strive to increase their value by responding to adviser feedback and to ever-changing legislation, industry structure and consumer needs.

CPD STATEMENT

Gary Weigh & Associates is a business consultancy, not an educational service.  There are no CPD points available.  My tutorial program and mentoring programs are not designed as CPD content and therefore not suitable for CPD assessment.  Furthermore, my strong preference and recommendation is that it not be assessed by Licensees for CPD purposes, beyond the maximum of 4 hours Professional / Technical reading allowed under the current CPD rules.

PRIVACY POLICY

Please read our Privacy Policy here

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