Wealth Today taking bookings for first NSW Academy

Following its launch into Victoria last month and completion of its fifth sell-out broker Academy in Brisbane a week ago, Wealth Today is running its first Academy for brokers in Sydney this month.

The unique, custom designed Academy qualifies brokers to give limited financial advice so that, in addition to insurance, they can help their valuable clients attain a mortgage and then swiftly work with them on strategies to reduce that mortgage and put in place a financial plan.

But as Wealth Today sees it, the broker of the future is not an “expert” in all areas of financial services. Rather, they are a conduit to a full financial service offering, bringing in specialists when required whilst maintaining ownership of their clients.

By cross selling financial services to their mortgage clients, this new breed of brokeradviser has the potential to earn an additional five to seven revenue streams while providing their clients with services that better meet their needs.

Wealth Today Director, Mark Bowen remarks that “the future for brokers in Australia lies in their capacity to provide clients a more comprehensive range of services. The Wealth Today Academy and the post graduation support services we provide have been specifically designed to enable brokers to do just that.”

To date, the Wealth Today Academy has attracted business-savvy leaders in the broking industry who have been quick to identify the value of diversifying their service offering.

“I’ve been in the industry for the last seven years and now, having completed the Wealth Today Academy, I clearly see the value it’s added to my business,” said Principle of Best Home Loans, Jemmy Best.

Brokers interested in being part of the Academy this month call Julian Musgrave directly on 0407 429 008 to reserve your place. Numbers strictly limited. Or to find out more about the Wealth Today Academy and upcoming Academy dates in Sydney,Melbourne, Brisbane and Perth, visit the Academy web site, www.wealth2dayacademy.com.au

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