We’ve individually had a TONNE of financial advice practice owners reach out to us asking for our help - on marketing with Jenny, and automation and scale with Peita.

So we had this crazy idea to build a blended workshop handling both identifying your ideal client, defining the customer experience, and then brainstorming the changes required on your processes and systems.

A step by step plan, to guide you from being chained to your desk and feeling like it’s all on you, to being excited by the future of the business, all in 1 day.

Niche Down. Scale Up*.

There has never been a better time to narrow down who you want to serve as a financial adviser, with demand for advice far exceeding supply. But is it possible to narrow down who you serve, without having to rebuild the business from scratch?

During the Niche Down and Scale Up Masterclass you will take actionable steps to transition your business & processes to serve a niche that loves what you do, and will pay you handsomely for it.

*For some, SCALE means being able to serve loads more clients, and for others it means streamlining things enough to operate only 4 days a week. Either way, it comes down to doing MORE with less.

Click here for more information on what we will cover on the day.