What's in the curriculum?

You can view the full Leveraged curriculum here.

It includes modules covering:

• digital marketing,
• COIs and Strategic Partnership,
• Referral marketing,
• Goals-based selling,
• Client onboarding,
• Service offer & delivery,
• Pricing,
• Client experience,
• Outsourcing,
• Hiring and team management,
• systems,
• Advicetech and
• personal & team productivity

...all specifically designed for advice.