Non-institutionally-aligned firm Infocus Wealth Management has announced the national roll-out of a masterclass program designed to create a community of best practice and culture among advisers.
Infocus’ ‘Building a High Performing Advice Business’ program is an ongoing masterclass focused on client engagement, presentation and implementation of quality advice, the firm said in a statement.
The program is structured over a 12-month period, with an initial one-day workshop and intensive group coaching session, followed by three further half-day workshops spread three months apart.
In between each workshop, advisers work on a 90-day implementation plan to embed the new client engagement techniques and commitments made in each 90-day plan period.
Advisers then act as a peer reference group within and beyond the sessions, coaching each other and sharing ‘tips and traps’ on what’s worked for them.
Infocus managing director and chief executive Rod Bristow said the program is identifying and accessing immediate opportunities for growth for participants.
“Our vision of providing quality advice for Australians from all walks of life comes to life through our ‘Building a High Performing Advice Business’ program,” he said.
“This is resonating with advisers, who like our approach to helping re-engage around why they got into financial advice in the first place – to help clients.”
The ifa Excellence Awards are back in 2021 and nominations are now open! This prestigious accolade recognises exceptional professionals within the financial advice industry, shining a light on the outstanding achievements from the nation's best and brightest. If this sounds like you or someone you know, then nominate today for the ifa Excellence Awards 2021!
The corporate regulator has cancelled the licence of a Queensland based SMSF advice firm that failed to lodge its financial accounts. ...
The Federal Court has issued BT and Asgard penalties of $1.5 million each for charging fees for no service and making misleading statements. ...
The wealth giant has announced a raft of further changes to its advice model, including the conclusion of client register buy-back arrangements for i...