From ordering pension forms through to pre-populating deed updates, the Partners Online Document Service allows you to completely streamline the way you order, update and manage your clients’ documents.
In today’s fiercely competitive environment your business needs the very best young advisors to secure its future.
The Associate Advisor Academy (AAA) is an innovative program created by Partners Wealth Group to help you recruit, train and retain the talented young individuals your business needs to drive its future growth. Graduates of this program will be the leaders of tomorrow.
The AAA helps fill a critical gap in current industry programs by mentoring and coaching participants in the softer skills of their profession, including client engagement and business development to better equip them in gaining their clients’ trust and advocacy.
Clients and businesses are demanding high professional standards and engagement so it is vital for advisors to strengthen their relationships with clients to secure their place as a trusted advisor.
Launched in 2016, the program is now in its fourth year.
“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 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
“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
Applications for the 2020 intake are now open. To apply, please fill out and submit both the Application form and Capabilities matrix:
To learn more about how you can build the skills you need to gain a competitive advantage , please call George Hluchaniuk on 0437 565 856