ADVISER MENTOR

Read more about my mentoring service for financial advisers

One of the things I noticed on my adviser exam tutoring journey was the level of personal turmoil in so many of the advisers I spoke to.  Many fell ill; some disconnected from their families through separation and divorce, and a few contemplated self harm.  This was exacerbated by endless lock downs, exam pressures and in many cases, business stress caused by falling revenues and rising compliance costs.

Even without all of this, advisers have a lot to cope with, including compliance pressure, deadlines and client expectation. Adviser stress is invisible to the outside world but it causes significant internal harm.  Knowledge and skill are not the only essentials.  Maintaining a calm optimistic mindset under pressure is critical to longevity as an adviser.

The Adviser Mentor Program is for those wanting to develop overall as a financial adviser.

My Adviser Mentor program combines my adviser skills, academic knowledge and powerful Aiki-based personal development skills to deliver a mentor program that centers on the ‘complete adviser in 3-part harmony’.  That is harmony between:

  • You the person – the stable base
  • You the professional – the precious resource
  • Your advice outcomes – helping others