I coach and mentor financial adviser practices directly to help grow financial adviser productivity and long term business value.
Mostly this is about getting my customers more customers. Sales and marketing ideas that are practical in focus and application...and which add to the bottom line for a professional financial advice business is what I do best.
We are all about Adviser Performance, Practice, and Profitability.
New Zealand Adviser Compliance
If you'd like some PRACTICAL help on making sure you are compliant, or getting compliant, you should get in touch. Advice Process audit, FAP readiness checking, ongoing Compliance Assurance Programme...
