A process that delivers great advice,that is unbiased and that clients “get”.Pathway to WealthTM is about making a difference in the lives of both advisers and their clients through the simple steps to financial success.
Pathway to WealthTM is a step by step system for guiding everyday Australians to an early, high quality retirement. Through the Pathway to Wealth program financial advisers can help everyday people be in the top 20% of wealth earners on retirement*.
But more than that, Pathway to WealthTM is a coaching program for financial planning advisers to help them take the simple steps to business success.
We believe success is about combining 3 critical ingredients, having a recipe and then making sure the recipe is followed. The Pathway to WealthTM ingredients are simple. They are:
1. Have a clear picture of what to do
And these ingredients work whether we're talking about working with advisers or their clients. Coaching advisers to successAs a financial planning business owner, you might think the steps to financial success aren't hard. But success is usually not just about knowing what to do, it's about having the mindset for doing it.
Business owners usually don't fail because they don't know what to do. They fail because they don't do what they know needs to be done. To achieve business goals most owners need someone to make them accountable for doing what needs to be done. When left to their own devices most business owners won't follow the recipe to success – there are too many distractions -- client appointments, phone calls, emails, meetings with BDMs, more emails, staff management, research, strategy and modelling, and more.
All these things are important, but they can stop you from doing what needs to be done to achieve your business goals. Our role is to keep you on target for achieving your business goals.
The Pathway Adviser Coaching Program is about giving financial planning business owners a recipe for success...provided they're ready to follow that recipe.
Our 'recipe' is flexible enough to fit different styles, preferences and business plans as we recognise every business is starting from a different place. The Pathway Adviser Coaching Program is designed to start from wherever you are – to help you set clear goals and clear action plans to achieve your goals.
It's coaching by advisers for advisers.
Pathway to Wealth is provided by an elite group of leading, professional advisers. The path for business owners – which path to chose?Pathway to WealthTM is designed to be completely turn key – every resource for working with the Wealth Accumulor market, and more importantly for finding clients in this market, has been:
thought about ...and is ready to go.
So your choice is easy – you can spend 10 years trying to create a solution in the school of hard knocks like we did, or you can tap into our expertise that has been built up over 10 years and shortcut the mistakes we made.
Over the years of running Pathway to Wealth with our clients, we critically analysed what we did every single step of the way (which by the way wasn't perfect at the start) – from how we dealt with referral sources to how the first client interviews was run. We then documented the conversations and the steps that took place, worked out what extra systems we needed, and then improved what we had until we had a system that we know almost any practice can pick up and run with ...if they really want to.
What we do is an ever-evolving process. We still critically analyse, document what we do, identify gaps and improve ...and then share the results with our Licensed Pathway Advisers.
Pathway to Wealth is provided by leading, professional, accredited financial planners. Our next training datesWe listened to feedback and we now offer our intensive introductory training program for new Pathway Advisers in two great locations - your place or ours! Contact us on 1800 Pathway or 1800 728 492 to find out more. Click here to enquire about becoming a Pathway to Wealth™ adviser
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