Non-institutionally-aligned firm Infocus Wealth Management has rolled out 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 program is structured over a 12-month period, with an initial one-day workshop and intensive group coaching session, followed by three half-day workshops over three months, Infocus said in a statement.
Advisers then act as a peer reference group within and beyond the sessions, coaching each other and sharing tips on what’s worked for them.
Infocus managing director and chief executive Rod Bristow said the program identifies and accesses 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,” Mr Bristow 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.”
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