Navigating the Future of Advice Workshop

Ripoll, Cooper, Bowen – is your business prepared for the challenges and opportunities ahead?

Last chance to register for the Navigating the Future of Advice Workshop – it’s on next Wednesday 15 September!

Why You Should Attend

Create a compelling vision for your ideal life and ideal business to support it

Develop a Client Value Proposition that builds high-trust client relationships and inspires clients to pay you for your advice, independent of products or assets under management

Understand the Values-Based Financial Planning business model and how it benefits your clients and your business

Develop a pricing model for your business independent of commissions or hourly rates

Jim Stackpool and Bill Bachrach join forces to host this workshop with latest content on Jim’s What Price Advice® pricing breakthroughs and Bill’s Introduction to Values-Based Financial Planning™

Contact: Brett Kennedy on (02) 9955 6222

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New research highlights the need for financial advice in the workplace

New research highlights the need for financial advice in the workplace

Australians want their employers to step up on financial advice and education with the cost of not doing so already showing up in workplace mental health and performance. Demand for corporate super specialists is set to rise.

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