What programs do you offer?
The core of our curriculum is the same; it's designed to help financial professionals create businesses that better serve themselves and their clients, byt future-readying you for the new world of advice across:
- Marketing; digital, partnerships and referral-based,
- Goals-based consultative selling, making it easier to convert clients,
- Client onboarding from the moment they say yes to implemenation complete,
- Service offer & delivery
- Pricing,
- Client experience,
- Outsourcing
- Systems
- Advicetech, and
- personal & team productivity
...all specifically designed for advice.
Within that there are options:
- Leveraged Online is our core program, providing complete access to the curriculum and all live sessions,
- ** Fast Track** mini-programs are short, guided courses lasting 6 weeks for those who want to be stepped through implementation focused on very specific business issues,
- The Leveraged Advice Firm program is for firms who at a more advanced stage and want to add 1:1 coaching and to be part of a high-performance peer group of ambitious advice professionals to the mix,
- Consulting is for larger firms and Licensee who want something more nuanced, designed specifically for them, assisted implementation and playing in advanced topic areas.