Our Pathway to Wealth Adviser Coaching Program includes

An introductory intensive training program for you and your staff in the Pathway to Wealth system
Initial business planning and KPI setting to help you set your goals for business growth and development
Fortnightly Accountability Coaching to help you stay on track to help your business reach the next level
Quarterly reviews to make sure your business is reaching its goals
An Annual Planning Day to help you identify ongoing goals and strategies to help your business reach its full potential.

PLUS Upfront Tools and Resources

Intensive training in the Pathway to Wealth™ system for your key staff, tailored to your practice's needs
Training and initial use of the Pathway to Wealth™ lead generation system, including a one-hour prospect seminar presentation
Training and initial use of the Pathway to Wealth™ software - developed specifically for illustrating to clients how the Pathway program will help them build a comfortable retirement income
Statement of Advice templates to match the Pathway program – Professional Investment Services approved
Marketing kit – all the tools you’ll need to help you reach your prospects
Sales processes – step by step systems to attract new clients
A suite of Client Service systems, templates and procedures
A suite of tried and tested business management tools and calculators designed by financial advisers for financial advisers

You become a Licenced Pathway to Wealth adviser, receiving benefits of a select group of advisers around the country to help you generate leads and deliver a first class client service program
Membership of our Accountability Coaching Program, which gives you regular and structured access to your own business coach to help you set goals, develop strategies and stay on track for reaching your business goals
Ongoing use of the Pathway to Wealth™ client software, with regular updates and access to software support
Ongoing use of the Pathway to Wealth™ prospect seminar presentation, with regular updates
Regular communication and updates - sharing the latest knowledge in business success and management.
Attendance at our Annual Planning Day with other Pathway advisers
Ongoing access to more than 120 systems, procedures and checklists in marketing, client service and business management to help your practice reach its full potential.