Broken out into three easy to follow modules, you will have access to templates and frameworks which you can use from day one.
This course is for all professionals looking to develop and enhance their skills to work in the high net wealth space or advisers seeking additional collateral and core concepts to integrate into their existing practice.
We developed this course to offer financial advisors & organisations the skills and knowledge they need to better engage with clients to build a world-class advisory business.
The GAF course will help guide you and your organisation with an engaging combination of:
Navigating the commoditisation of financial, accounting and legal services is a complex landscape. High net worth clients are notorious for having high expectations; without clear goals & service outcomes, you & your clients can be left feeling unsatisfied.
To help you The GAF Essentials brings together the collective wisdom of high net wealth advisers;
Scott shares an insight into his 20 years of experience as a leader in the field of wealth advice. The essential conversations and frameworks for all professionals to develop and enhance their skills to work in the high net wealth space successfully. Join Scott fortnightly to delve into the essential conversations needed for all advisors to enhance their tool kits.
The Significant Advice Network is a 12 month learning, coaching and mentoring program designed for experienced accounting, legal and financial advisers who are looking for career extension and would like, in their next chapter of work, to sit on the family board.
This program teaches advisers the skill sets required to advise significant individuals and significant families.
On completion of the GAF Essentials course, and if you’re working with high-net worth individuals and families, enquire about becoming a SAN member.