Pass the Adviser Exam; Plan or Pivot your Advice Practice

See Mission, Discount Policy & CPD Statement below

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Prepare for the Adviser Exam

AVAILABLE NOW!

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2023 COMPREHENSIVE TUTORIAL PROGRAM $660

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MENTOR CIRCLE

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The Art of Advice ($660)

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.

Adviser Circle ($385 p.a.)

1-year free with Art of Advice purchase

This is a peer group where self-employed

advisers discuss advice and practice issues.

If you need help or looking for ways to

improve, or want to know how other

advice practices do things, or just want

to talk all things ‘advice business’,

you are welcome.

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MY ART GALLERY

While you are here

check out my gallery of

watercolour paintings.

Not for sale. It’s just what I do

when I’m not

helping advisers

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My mission is to help financial advisers pass the national adviser exam and to grow their businesses. 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 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 continue to develop a profitable client-centric business. That objective is achieved in the vast majority of cases. So rather than discount the price of the programs, which is 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.

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