Jason Dunn

Background

About Jason Dunn

Life Sherpa FinWell - A unique, life-changing program that your people will love! In a world where financial advice has become so expensive, only 1 in 10 Australians get the expert help that they need every year. Our purpose is and has always been, to make financial advice affordable and accessible for all Australians - wherever your people live or work and whatever they earn, own, or owe, our expert team will deliver the same, exceptional experience and advice. That’s why we created Finwell, so employers can give their employees the gift of life-changing financial advice, for less than 0.5% of your annual payroll, which is only a fraction of the cost that they would otherwise have to spend to get professional financial advice. To Discover more, click below and experience Finwell for yourself: https://lifesherpa.com.au/finwell GROW Adviser Capability Throughout my career I’ve attended and observed thousands of client meetings as a Financial Planner, a Coach, Practice Manager, GM, and CEO of various Advice businesses, as well as completing more sales programs than I care to count, developing and delivering multiple National sales, leadership, CVP and client engagement programs - which has inspired me to develop a unique skills-based adviser program. The GROW Adviser Capability program is designed specifically for the ever-changing Australian financial advice landscape. We give advisers the framework, best-practice skills, and tools to differentiate themselves so they can consistently profile, attract, engage, discover, lead, win, grow and retain the clients they want to partner with the most. The GROW Adviser Capability program delivers skills and tools advisers can implement from day 1. Beginning with a highly immersive 1 day face-to-face skills development workshop the program continues with twelve months of structured ongoing support and unique resources. More than anything, I know that working with advisers to deliver a structured and robust program is essential to enable them to implement, embed and sustain the actions and behaviors that will drive their business growth. To learn more about the GROW Adviser Capability program, please contact me