This course is now taking enrolments for a 20 January 2020 start.
Places are limited and once sold out, registration will close.
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.
Places limited to 20 participants on an approved application first basis.
If you'd like to be part of it, please register your interest to avoid disappointment.
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.
Participation in the full six week, guided implementation program, delivered by me.
Access to all session recordings, including recordings from previous sessions so you can go back and refresh, or recap, whatever you need
Full access to a suite of tools templates and visual tools that you can grab personalised and use it to make your transition easier.
One Refresh/Rerun credit so anytime in the next 24 months if you feel the need to go back and rerun your pricing model, you can do so at no extra cost.
All programs come with a 14 day refund or replace guarantee.
50% Complete
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