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Win an expert consult worth $2,750

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Advisely-Team
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9 days ago

Tap into years of business consulting experience and take your practice performance to the next level, with the chance to win a free consult with your chosen Advisely Growth Masterclass expert.

With up to half a million new clients set to enter the advice market by 2030, there has never been a better time to position your business for growth by getting expert guidance on the efficiency and profitability of your practice.

The prize

The prize, valued at $2,500 + GST includes your choice of ONE of the following:

  • A practice operations deep-dive with a HealthCheck, Benchmarker, and 1-hour one-on-
    one debrief with the Business Health.
  • A cybersecurity review of your current processes and people with The Cyber Collective
    to highlight key areas of potential cyber risk and provide recommendations.
  • An advice systems bootcamp, including three hours of sessions with Practice Dynamix, to optimise your Xplan setup for maximum efficiency in your day-to-day operations.
  • An annual subscription to the Striver career management platform, including 1 x placement from the Striver cohort.
  • A compliance and advice process review 2-hour session with Tangelo Advice Consulting to review one of your key processes to find efficiency opportunities, and provide feedback to fine-tune relevant tools.
How to enter

Complete the Advisely Index between Thursday 10th October and Thursday 28th November 2024 to enter the draw to win. We will be notifying the winner by 11:00am (AEDT) on Tuesday 3rd December, 2024.

It only takes 5 minutes to complete the Advisely Index and receive a personalised report with insights and actions you can take to close the gaps in your efficiency.

Please read the Terms & Conditions here.

Complete the Advisely Index here for your chance to win

 


This is a Game of Chance. Competition closes 11:00am (AEDT) on Thursday 28th November, 2024 and winner will be drawn at random at 11:00am (AEDT) Tuesday 3rd December, 2024. Competition is open to the practice principal, practice manager, adviser, paraplanner, and client admin staff over the age of 18 years (“Eligible Entrants”) with a valid email address and Advisely log-in. To enter the competition, the Advisely Index tool is to be completed for the first time. A limit of one entry to this Competition applies per person.

Disclaimer: Competition is open to Australian residents only.

Updated 6 days ago
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