Financial advisers engage with me because they trust me and I understand advice practices from top to bottom, the environment they operate in and importantly, what advisers go through.
My career training was primarily in business planning, costing, pricing & coaching, long before becoming a 20-year self-employed adviser. I have earned the trust of advisers all over Australia with my innovative and immensely popular Adviser Exam Tutorial Program and more recently making a positive difference with The Art of Advice program.
Advice Business Planning
While you are busy seeing clients and churning out SoAs, we concern ourselves with what your business might look like this time next year and the year after; the advice direction best suited to your strengths and opportunities; who you provide advice to and why; how to reach your next plateau of activity; and strategies to increase longer term earnings and the value of your business.
There are great benefits to be gained by engaging a mentor, including:
Two brains are better than one
I remain in the background as someone to talk to
I am independent, removed from your business
It is easier for me to see the bigger picture
I am an innovative sounding board
I understand advice practices and their challenges
I bring new ideas, experiences and solutions
Rate: $165 per hour
Alternatively contact me directly M: 0408 756 531 E: firstname.lastname@example.org
By registering above, the only commitment you are making is to a 20-minute free chat.
Advice Business Fixes
Are you a victim of your own success by not matching resources to your growth? This is common amongst sole practitioners. With prolonged growth, the adviser gets busier and busier. It can be a hard cycle to break.
Does your advice pricing reflect the value you provide? Do you even know the true value of the advice you provide. Product-related payments (i.e. commissions and payments paid with consent by a provider from client super / investment account) can set a de facto and false value. It is too easy to substitute this value for the real value of your advice.
Have you ever thought about taking clients on a financial experience instead of selling them products with the standard advice add-ons? Engaging with clients on an emotional level and helping them become the best they can be with attract clients for life.
Is profitability an issue in your risk insurance advice business? Are you wondering which direction to take? This has been a problem for many risk advisers and requires some brave decisions.
Are you spending way too much unrewarded time on Centrelink issues for clients? There is an easy fix for this if you are prepared to outsource.
Do you know the total cost of running your advice practice, including fixed costs, variable costs, and of course your own time? Accurate costing is the cornerstone of any reliable pricing methodology.
Are you considering the journey from product payments to 100% client invoiced fees? Know what’s ahead before you start.
Do you struggle to have something meaningful to talk about at reviews? This is very common in advice businesses structured solely around financial product advice.
Do to struggle to establish Centre of Influence referral relationships? Paying referral fees is not the answer.
Do you find it difficult to obtain quality referrals from existing clients? There is a fix for that.
Do you have a website? If so, is it a billboard hanging in cyberspace or is it a working website – an asset earning its keep? If you are a self-employed a working website is a must because it can attract a lot of clients to you, attach them to you for life, and make you a lot of money.
If any of these hit a nerve, get in touch. Alternatively, purchase my ‘Art of Advice’ business planning program on this site and you may be able to solve many challenges for yourself.