Advice Mentoring

Interested in Financial Advice Mentoring?

There are many aspects to building an advice business, most of which are not taught at University.

• Many risk advisers and other product-based advisers are struggling to make a living in an environment of decreased commissions decrease and trustee-imposed limits on fees taken from super member accounts.
• Many long-standing advice practices accumulate far too many clients and insufficient resources to properly service them; caused by a traditional product advice model which is skewed to upfront advice which relies on a constant stream of new clients for sustained cash flow.
• Many advice practices do not understand the value of their own advice.  They allow the true value to be masked by payments generated by product providers, which tend to undervalue advice.

Take the time to watch the short videos below to see some of the issues that impede profitable advice.