What you get when you join The Leveraged Advice Firm
Leveraged is designed to be a total support and professional development system for successful advisers, accountants and brokers seeking to build a business to succeed in the digitally-connected world.
It’s about breaking through paradigms that hold you back from creating greater demand for advice services, achieving greater levels of profitability and ceasing to be the focal point of your business and proposition.
Combining a comprehensive “plug and play” curriculum, progressive frameworks, award winning content and fresh thinking with the very best coaching support and a peer group experience of the very highest calibre.
It’ll reinvent the way you think about advice and how you can make a greater impact.
It happens in three key ways:
1. Great Content - Over 100 modules spanning marketing, sales, client onboarding, service models, pricing & profitability, client experience, team management, outsourcing, systems, processes, technology, personal productivity, client management, plan setting and implementation, tailored for the needs of advice business models, and supported by an extensive library of tools, templates, visual explainers, live training, practical frameworks and countless other resources designed to give you “80% done” as a starting point.
2. Practical Coaching Support - including a range of 1:1, facilitated workshop, live seminars, peer feedback and structured implementation planning options, so you never have to wonder how to take great ideas and turn them into results.
3. Awesome Community - A carefully selected group of like-minded tech savvy advice professionals who share the same goals and come together on a regular basis, both physically and online, to share ideas, provide valuable insight and inspiration and give added onus to succeed and prosper.
We have 3 options for businesses to join the Leveraged. The right one depends on the stage of business your at and your ability to implement.
Interested in what Leveraged could do to your new business? Whether you’d like to test the waters at one of our events, you’re ready to get going right now, or you’d like the opportunity to talk to a helpful program specialist, here’s the easy way to get started!
We run regular online events which will give you a sense of what's the program is all about. Join us.
Our Practice Scale Roadmap has everything you need to know about how the program works and what it will do for the right businesses.
You can book a call to speak with one of our coaches straight away
There’s nothing like hearing about the experiences of entrepreneurs who are actually in The Leveraged Program to give you confidence that it’s most definitely not “smoke and mirrors.” Our programs are designed by advisers specifically for advisers — and that’s a big part of why they work.
The Practice Scale Roadmap
Discover the 3 systems that can transform your advice business. Get the shortcut to playing a bigger game.
We look forward hearing from you.