Gain exclusive access to best-practice PD days, our acclaimed NextGen conference, the National Congress, and industry-specific summits. Sharpen your skills and elevate your practice. Register today!
If you’re an existing self-licensed practice or you’re considering a self-licensing solution; or a licensee with a group of independently-owned ARs; or an AR happy with your current licensee but looking for ways to breathe new life into your practice, our events can help you deliver meaningful and continuous improvement. Select an option to attend one of our upcoming events which include:
Wealth Adviser provides a comprehensive range of services and solutions to more than 400 privately-owned financial advice practices around the country, large and small. One of our key pillars is our industry-leading adviser education & training programs.
With four AFSL cohorts to choose from we can align your practice to the most suitable, ensuring the right level of support and competitive licensee fee arrangements no matter what stage of the business cycle you are in. If you are existing practice looking to inject new life into your practice or exploring self-licensing solutions, we can make a meaningful difference.