Resources to help your
advice business GROW

WITHOUT THE GROWING PAINS

Learn what you want, when you want

VALUE OF AN INSURANCE SPECIALIST
[TOOL KIT]

Get more risk clients and grow your business by using these tools to connect, engage and nurture your prospects, clients and business partners.

SKILLS GOODIE BAG [TEMPLATES]

Revolutionise the way your business engages its clients, with 65 tools and templates every financial advice business needs.

ENGAGE [ONLINE TRAINING PROGRAM]

Learn how to harness your value, enjoy stronger, more profitable relationships with your clients, see those relationships evolve into referrals and watch your business grow.

FROM VALUE TO BEYOND [MANUAL]

A comprehensive (practical) manual that shows you exactly how to catch and keep more ideal clients and grow your advice business.

LESSON FROM A LEGEND [INTERVIEW]

Learn from industry expert, Malcolm Payne, about what’s needed to create a lucrative financial advice business.

3GENIES [VIDEO EDUCATION]

Explain financial planning and mortgage broking topics simply and quickly with pre-made animated videos customised to match your brand.

Get your free guide on
how to use VALUE (a.k.a. being super helpful)
to GET MORE CLIENTS





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