Accelerating growth

Strategies for scaling your financial Planning business.

Accelerating Growth: Strategies for Scaling Your Financial Planning Business.

Financial planning firms go through various stages of growth as they expand their operations and increase their revenue. As firms reach these revenue milestones, their organisational structures need to change to accommodate the evolving needs of the business.  

During this webinar we dive into this topic and cover:

  • The milestones of growth and the typical problems and opportunities associated with each level
  • Moving from a "High Paying Job" model to a business and then all the way through to a high-performing, multi-adviser, multi-shareholder firm
  • What financial performance to aim for at each level supported by industry benchmark data on the top performers


Are you ready to plan for your best?

Over two days of hands-on coaching with our expert team, you’ll walk away with an airtight business plan that will guide and motivate you to achieve more than you thought possible in your business and personal life.

Melbourne: 30 - 31 May

Brisbane: 6 - 7 June