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    Dean Holmes

    I help financial advisers start, grow, and evolve hyper-efficient financial planning businesses so they can spend more time with clients and achieve a 40% profit margin. - Founder of The Wealth Network

    Dean Holmes is a prominent figure in the financial planning industry, serving as the Co-Founder of The Wealth Network and TWN Partners. He has a strong background in helping financial advisors transition into business ownership and improve their practices' efficiency and profitability. Holmes co-founded Absolute Wealth Advisers in 2009, where he gained significant experience in managing high-net-worth clients in Sydney, Australia.12

    Professional Background

    Holmes has been instrumental in developing innovative strategies for financial advisors, focusing on increasing client engagement and leveraging technology to streamline operations. His approach includes enhancing the number of client meetings per advisor and delegating administrative tasks to optimize practice management.13

    He is known for mentoring emerging talent within the financial advice sector, having guided several award-winning advisors. His expertise encompasses practice management, financial planning systems, niche targeting, and offshore staffing solutions.24

    Education and Qualifications

    Dean Holmes holds an Honours Degree in Economics and a Diploma in Financial Planning, equipping him with a solid foundation to lead and mentor others in the financial services industry.2

    Contributions to the Industry

    Holmes is not only involved in coaching and mentorship but also actively participates at a board level for various financial planning businesses. His commitment to nurturing new talent and investing in fintech innovations reflects his dedication to advancing the financial planning profession in Australia.24

    For more information about Dean Holmes, you can visit his LinkedIn profile or explore The Wealth Network's initiatives at their website.

    Highlights

    Dec 1 · ensombl.com
    Ensombl Advice Australia Podcast
    Nov 27 · podcasts.apple.com
    #472 Dean Holmes ‑ Ensombl Advice Australia ‑ Apple Podcasts
    Nov 27 · ensombl.com
    #472 Dean Holmes - Ensombl
    #472 Dean Holmes - Ensombl
    Financial Planning Partnerships | The Wealth Network | Sydney

    Related Questions

    What are the key strategies Dean Holmes uses to improve the efficiency and profitability of advice practices?
    How does The Wealth Network support financial advisors in becoming business owners?
    What makes The Wealth Network's approach to financial planning unique?
    Can you provide more details about the webinar hosted by Dean Holmes?
    What are the benefits of joining The Wealth Network for financial advisors?
    Dean Holmes
    Dean Holmes, photo 1
    Dean Holmes, photo 2
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    Location

    Greater Sydney Area