The Wealth Pyramid

2023-09-21

Of all the models that make up our program, the Wealth Pyramid is the one that most program members down the years have ended up adopting in one way or another It's a proven method for communicating with absolute clarity the journey you will take clients on, the advice stages along the way they can rely on you to help navigate, and the value you can provide Whether you simply adopt it "as is" or use it or use it as a launching point for creating your own advice ethos model, this is the shortcut to demon...

Of all the models that make up our program, the Wealth Pyramid is the one that most program members down the years have ended up adopting in one way or another

It's a proven method for communicating with absolute clarity the journey you will take clients on, the advice stages along the way they can rely on you to help navigate, and the value you can provide

Whether you simply adopt it "as is" or use it or use it as a launching point for creating your own advice ethos model, this is the shortcut to demonstrating and communicating your value

=================================================================

To learn more, join our list and get the latest best practice insights in your inbox every fortnight > https://audere.com.au/blog/

To know more about what I do, visit our website: https://audere.com.au

Follow me on:

LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/

Twitter: https://twitter.com/stew_bell

Instagram: https://www.instagram.com/stew_bell/

Listen to The Finnovator Podcast on

iTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719

Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0

#auderecoachingandconsulting #stewbell #practiceevolution #practiceexcellence #finnovator #financialadvice #newclientengagement

Comments (3)