ADVISER PLUS

Financial Adviser Training

This program is designed for new financial advisers who have completed their entry education but lack practical experience.  This is about putting theory into practice to achieve good results for clients and putting them in a better overall position.   The program covers:

  • Listening & client need awareness
  • Advice vs Product mindset
  • Technical content
  • Strategy combinations
  • Advice processes

Adviser Plus is more than a course.  I also remain as an ongoing mentor and sounding board for each adviser participant.