Dear Adviser,

Congratulations, you’re exclusively invited to Lead Adviser Alumni: The Mentorship

We are excited to offer you a seat at the table for the trial offering!

Designed to help you to deep your understanding of, and better implement, the Lead Adviser philosophy in your practice — among like-minded peers and experienced mentors.

Date: Monday, 28 March, 2022

Time: 1:00pm – 2:30pm (AEDT)

Location: Online Zoom meeting

Topic: Lead Adviser Strategy  

Your mentor: Paul Crane, Business Coach  

Paul Crane is an expert in helping advice practices develop the Lead Adviser margin model. Focusing on culture, business planning, strategy, leadership and implementation. He is an independent coach with over 25 years’ experience.

Please complete your details to register, and answer the questions below to help us plan a for great event.

Connect with our partnership consultant Anthony Vaiente

PHONE (02) 9248 8018
MOBILE 0407 377 855


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