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We bring together financial advisers navigating change, so that we can build resilience, streamline operations, achieve exceptional client outcomes and enjoy a balanced, fulfilling professional and personal life.
Here advisers network, share best practice, enhance their learning, ask questions and exchange ideas about moving forward. The emphasis is on community, growth and making positive progress!
Join us to get these and many more bonuses:
* Free 131 page eBook: AI for Financial Advice Professionals
* Free 62 mins webinar: Introduction to AI for Financial Advisers
* Free Report: 2024 League Table of Adviser's Biggest Challenges
* Free 488 page eBook: Marketing and Lead Generation for Financial Advisers
* Free 90 mins training: How to Attract More Clients Through Referrals and Introductions
* Free Referral Marketing worksheet
* Free AI marketing tool
* and more!
Members have invested in a simple budget-friendly subscription. No tie-in period - cancel anytime.
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