A compliant, consistently and scientifically-designed pricing model.
The tools, scripting, timings and templates so you don't have to start from scratch.
An analysis of your existing client base so you can understand the profit risks and uplift potential.
The onus and motivation to launch your model with new clients and achieve success
The means to talk fees with clients in the world of best interest and fair value.
A plan to successfully and confidently transitions clients you've been working with for years
Week by week, I'll show you what you need to do and how to do it, with the tools and support to put into action.
Supported by practical tools and proven methodology we dive into during sessions to get it done.
The opportunity to unpack the nuances of it specific to your business and your situation in live Q&A.
Have your pricing models by your peers and the means to learn from and help others along the way.
Stewart Bell is Founder of Audere, Author of Finnovation and Creator of the Leveraged Advice Program.
Over the past two decades I've helped hundreds of advice professionals and financial experts increase profit, find more time and build the right tech and team behind them to achieve greater success.
I created The Leveraged Advice Firm programs to enable advisers, accountants and brokers through our Leveraged Advice Program to achieve exponential growth.
So if it turns out this wasn't what you thought you needed, you can hand back the course content for a full refund or s
witch it for something else.
All programs come with a 14 day refund or replace guarantee.