Bridging the gap between seasoned professionals and emerging talent.
MONEY EXPERT | MENTOR | SPEAKER
Mentoring and education to unlock the untapped potential in your financial advice business.
Helping your business:
Maximise ROI for Professional Year and Associate Advisers.
Build a happy, engaged and productive team.
Increase your fees to match the exceptional value of your services.
For growth-minded financial advice practices.
Hi I'm Julie.
The financial advice industry's #1 fan.
I understand completely. The last decade has been a tough ride for financial advice businesses. It's disappointing that we saw a mass exodus of registered advisers.
So if you're still here, you've weathered the storm and that's a credit to your resilience and experience.
The challenge? Amidst juggling all your responsibilities, the growth and development of your team, especially the rising stars, can inadvertently fall by the wayside.
I'm on a mission to change that.
My focus is to champion the advancement of financial advisers, aiming to retain talent and propel the profession forward.
Having worn many hats throughout my financial advice career, I have a deep understanding of the financial planning landscape and a knack for tapping into people’s strengths to get the best outcomes for business.
Global Certified Financial Planner CFP®
GAICD former non-executive Director of the FPA now FAAA.
Former AFSL 234705 (Australian Financial Services Licensee)
Work with Finwise Leadership
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Onboarding Professional Year Advisers
Managing 1,500 hours of supervised work plus 100 hours of structured training for a Professional Year Adviser feels nearly impossible for time-poor business owners like you.
FinWise Leaderships streamlines the onboarding, mentoring and training of Professional Year Advisers for you:
Set up the Professional Year program including budget allocation and ROI.
Source the relevant documents for training.
Help plan the Professional Year, quarter by quarter.
Provide mentoring for the provisional financial adviser to complete their Professional Year.
Be ready to pass the exam.
Arrange media coverage and a podcast interview upon successful completion.
This seamless integration of new talent strengthens your business's future, driving it forward with fresh energy and insights.
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Business Mentoring for Associate Advisers
Across Australia, Financial planning practices have untapped talent who simply need confidence, guidance and a mentor to help them thrive in their financial planning career.
FinWise Leadership helps unlock the hidden talent of your team with mentoring for Associate Advisers and your support team:
Set and track goals.
Advice on long-term career planning and preparing for various career stages as a financial adviser.
Strategies for building and maintaining strong client relationships.
Update on latest industry trends, regulations, and ethical-decision making.
Help with preparation for major exams (i.e. CFP).
Guidance on managing work-related stress and achieving a healthy balance between professional and personal life.
Associate Advisers and support team members move from feeling like a cog in the wheel to being recognised, valued and supported. They can shine in their role and contribute to the growth of the business.
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Charging for Intangible Value Workshop
At the heart of every Adviser-client relationship are priceless benefits you can't touch but definitely feel: peace of mind, smarter decisions, and the confidence to manage financial twists and turns.
It's high time we spotlight and celebrate the real magic financial planners bring to the table, beyond just the numbers and transactions.
This 1/2 day workshop aims to explore the concept of intangible value in financial planning and when and how to charge for these golden services.
You'll walk away with the know-how to spot and quantify this hidden value, see things from your clients' perspective, and implement pricing models that truly reflect what your services are worth.
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Speaking
Are you looking for ways to keep the spark alive in our seasoned advisers and help them continue to shine?
Our advice community is rich with pioneering spirits—veterans who have blazed trails and gathered invaluable experience along the way.
By pooling our insights and focusing on thoughtful succession planning, we're building a nurturing environment that not only retains our financial wizards but also propels our industry to new heights.
As an engaging speaker, I bring to the stage not just my personal narrative but also the collective wisdom of industry pioneers, covering a range of topics from career development, business growth and succession planning.
Interested in sparking inspiration at your next event? Let's talk.
Wisdom Leads. Success Follows.
Inspiring Generations.
Let’s grow your people and profit
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Book a call
Book a 30-minute virtual or phone chat to see if FinWise Leadership is the right fit to propel your advice business forward.
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Assess and Action
We’ll dive into what’s going on in your business and make a plan to bring out the best in your team.
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Grow your advice business
With a driven, productive team, you can grow the value of your business and achieve the freedom and flexibility you deserve.
Get in Touch
Helping learners become leaders. Based in Western Australia, servicing Financial Advice businesses Australia-wide.
Po Box 8134, SUBIACO WA 6008
P: 0409 294 495
E: julie@finwiseleadership.au