Associate Advisor Academy

This is a unique training and mentoring program designed to help you attract, develop and retain the right financial advisors to drive the future growth of your business.

Why is this important?

Finding it hard to recruit and retain talented young advisors? Advisors who can continue growing the practice and become your future leaders?

In today’s fiercely competitive landscape with the government increasing professional accreditation standards, digital disrupters are gaining momentum, and with advisors needing to prepare for one of the greatest inter-generational wealth transfers, the notion of ‘trusted’ advisor will be redefined.

Program description

The Associate Advisor Academy is an innovative and customised program designed by Partners Wealth Group to recruit and retain talented young employees who wish to pursue a career in providing quality financial advice. Participants will be from like-minded financial advisory firms and who meet a strict selection criteria. Having identified a gap among the current industry accredited courses, Associate Advisor Academy provides participants with mentoring and coaching facilities in the more ‘softer skills’ of their profession including client engagement and business development to better equip them in gaining their clients’ trust and advocacy. The first intake was in February 2016, the second intake began in February 2017.

View the highlights and benefits of the program

Download your copy of the AAA program

Student testimonials

“The program has not only contributed to my own personal growth, but also to grow the business I’m working in”.
Simon, 2016 intake

“Until this course I was technically focused and thought financial planning was all about money and the facts. I now realise that how these things connect to the real world.”
Tom, 2016 intake

“This course has equipped me for my future in advising and I loved seeing the improvement in my self and the other participants in the group.”
Josh, 2017 intake

“AAA has given me a client engagement Toolbox to refer to for things such as client behaviour, communication and being creative and purposeful.”
Chris, 2016 intake

2018 Applications

Applications for the 2018 intake are now open. To apply, please fill out and submit both the Application form and Capabilities matrix:

For enquiries contact George Hluchaniuk on 1800 333 143

2017 Sponsors