“We've used Dean & TWN for 4+ years now. He's stopped us from floating along, spinning our wheels to operating as a really efficient & effective business. We feel clear on our direction. Highly Recommend.” - John Manserra, Apex Advice
Who is this for:
Established financial advice businesses with 1-4 advisers
Practices that have been operating for 2+ years
Business owners who want to increase profitability (targeting 40% EBIT)
Advisers who are working too many hours with not enough to show for it
Practices hitting capacity constraints with internal bottlenecks
Owners who are tired of being pulled in multiple directions
Why we're different from
other business coaches
Most coaching programs give you ideas but not execution. They create more work, not less. We're different because:
We've been financial advisers and business owners for 20+ years
We only teach what we've successfully done ourselves
We get our hands dirty helping you implement
Our model is built on a proven framework refined across multiple successful advice
businesses
We execute complex transactions maintaining agility, leveraging our sound analytical skill and strong commercial acumen.
THE SYSTEM:
Skip years of trial and error
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Draw from our 20-year toolbox of templates, processes, and hard-won wisdom
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Get instant access to client onboarding workflows that actually work
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Use our proven marketing frameworks that attract ideal clients
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Leverage technology setups that maximise efficiency, not complexity
SYSTEM
CADENCE
NETWORK
From overworked adviser to business owner
Most advisers stay trapped working in their business rather than on it. Our coaching turns that around with a proven three-part framework that's built multiple award-winning practices.
No theoretical fluff—just what works:
THE SYSTEM:
Skip years of trial and error
-
Draw from our 20-year toolbox of templates, processes, and hard-won wisdom
-
Get instant access to client onboarding workflows that actually work
-
Use our proven marketing frameworks that attract ideal clients
-
Leverage technology setups that maximise efficiency, not complexity
THE CADENCE:
Build momentum that compounds
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Weekly accountability sessions that keep you moving forward
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Monthly deep dives that tackle your biggest growth opportunities
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Quarterly planning that ensures you're working on what matters most
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Annual strategic sessions that set the vision for the coming year
THE NETWORK:
Never solve a problem alone again
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Connect with advisers who've already overcome your current challenges
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Tap into our trusted professionals for marketing, compliance, and tech support
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Join a community that celebrates wins and helps solve roadblocks
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Benefit from the power of the peloton – move faster as part of a group than alone
From overworked adviser to business owner
Most advisers stay trapped working in their business rather than on it. Our coaching turns that around with a proven three-part framework that's built multiple award-winning practices. No theoretical fluff—just what works:
SYSTEM
CADENCE
NETWORK
How Business Coaching Works
You become part of The Wealth Network community with group coaching and one-on-one support.
WEEKLY
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Group accountability session – set your week up right
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Group wrap-up – celebrate wins and solve roadblocks
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Direct access to your coach for urgent questions via phone or email
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Access to our Bloom Growth platform to track actions and progress
MONTHLY
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60-90 minute one-on-one coaching session focused on your specific business
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Targeted work on your biggest growth opportunity or challenge
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Deep dive into your numbers to spot trends and opportunities
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Ad-hoc "I need coaching on this" calls when specific issues arise
QUARTERLY
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Business planning session to set priorities for the next 90 days
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Review what worked, what didn't, and what needs to change
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Recalibrate marketing and growth strategies based on results
YEARLY
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Face-to-face annual planning day in Sydney with the whole community
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Full business review and goal setting for the coming year
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Celebration of wins and milestones with the broader group
FREQUENTLY ASKED QUESTIONS
FAQs
It's a minimum 12-month program that requires consistent effort and implementation.We expect you to commit around 2-4 hours per week to working on your business.
Everyone in your business can benefit. Dean doesn't just coach the owner/primary adviser - he works with all your team members. Some sessions are specifically designed for the business owners to tackle strategic decisions, while others are for all advisers and support staff for skill development. We match the right coaching to the right people at the right time. Think of it as full-team support, not just boss-level advice.
All group coaching sessions are recorded with a detailed summary, so you can catch up on your own time. We recommend blocking these sessions in your calendar as non-negotiable, but when something urgent comes up, the recordings ensure you never miss the insights or action items.
Let's be straight - this isn't a magic pill or overnight fix. The businesses that see the best results are the ones that actually do the work. If you put in the reps and stay the course, positive changes become almost inevitable.
Most coaches provide suggestions and theories, then leave you to implement them alone. We roll up our sleeves and do the work alongside you. We've built the businesses, made the mistakes, and created the systems so you don't have to learn the hard way.
Almost too much, I am in your face (digitally) at least twice a week.
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