Become an expert Millennial adviser and coach!

Upcoming dates: 6-8 May

WE Coaching Academy is back!

Retreat style
Better prices
Improved experience

 

 

Finn Kelly, CO-founder and CIO Wealth Enhancers

Start working with the biggest demographic in the workforce: Millennials

 

One of the biggest reasons we’ve launched the WE Coaching Academy is to create a movement of like-minded people who want to help our generation become more financially free, living a life driven by their personal goals and values.

The Wealth Enhancers Coaching Academy (WECA) is an intensive face-to-face program where you’ll learn how to become the greatest Coach and Adviser of Millennial clients.

You’ll also become certified under our Get Rich Slow philosophy and will be credited with 13.25 CPD points (1/3 of the annual requirement for advisers done in three days only!)

You'll get

A deep dive into our Get Rich Slow philosophy
Our entire strategy for Millennials
Access to advanced coaching techniques
10,000 hours of saved time
A proven process that works
13.25 CPD points

Speakers

Finn Kelly

Founder and CIO Wealth Enhancers

Rebecca Pritchard

Financial Coach Wealth Enhancers and 2018 AFA Rising Star

Clayton Daniel

Co-founder XY Adviser

Want to know how to become the greatest Financial Adviser and Coach for your Millennial clients?

Enroll Now!

Why are we doing this?

Now… we’ve been asked many questions as to why we’re willing to share all our IP, expertise and behind-the-scenes secrets to our potential competitors.

It’s a great question and in light of our extreme transparency, we’ll share why. When we first started Wealth Enhancers, there was no one dedicated to purely providing advice to Millennials. In fact, there was really no one who knew how to provide advice to Millennials.

We saw this challenge as an opportunity and we set out on a mission to work out how to help our generation, while at the same time building a profitable and scalable business model around it.

 

 

 

What you’ll learn

  • Really getting to know Millennials: everything you need to know about Millennials so you can best position yourself to interact with them.
  • Advice / Get Rich Slow Philosophy: Our advice gospel and the bedrock of all our services
  • Membership Offerings: The memberships WE offer and who they align with
  • Advice Strategy for Millennials: template strategies for different goals and situations.
  • Engagement and ImplementationProcess: Getting members on board and excited
  • Coaching Process: The difference between coaching and advising, the role of a coach and active techniques
  • Implementation: Getting advice implemented and members educated
  • Ongoing Value: Retaining members and activating your community
  • Compliance: Navigating the red-tape in a scaling business and using compliance to add value
  • Sourcing Members: Lead generation for Millennials
  • Sales Process: Capturing active leads and closing sales

Watch our free webinar on Capturing the Millennial market and get a taste of what you can get from our Coaching Academy.

Learn More

Here’s what WECA attendees have to say about the program

 

FAQs

  • Three fun-packed days with homework each day.

  • Our program will be organised retreat style and will include: interactive sessions, peer to peer learning, mindfulness and wellness activities, healthy meals cooked for you to keep you fuelled and plenty of alone time to recharge.

    Day 1 – Advice philosophies and practical GRS strategies
    Day 2 – Coaching
    Day 3 – AM: Sales and branding; PM: Workshop and beginning of individual roadmaps

  • The regular pricing for the program is $7,499 per person

  • There sure is! Our Early Bird Pricing is $6,499 per person until April 5th

  • A 30% deposit is due on enrolment and the remainder 7 days before the course via direct debit.