Cross-Sell
Case Study – Bill Justo – Practice Development Manager of Advice

We now have a process that is consistently applied by all Advisers, giving great comfort for compliance. Those Advisers feel satisfaction with their roles, and we know from client feedback that they are very happy with the experience as well.

1- Where was your business at the start of this process? What issues or untapped opportunities were you facing across the business or with Advisers in particular?

We were faced with the issue of a business process, which while good, had been launched poorly over 12 months prior. There was strong bias against the process, and we were struggling to get acceptance of the need for change. With Kylie’s help we turned this around in a positive manner.

1- Where was your business at the start of this process?...

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Client Appointments
Case Study – Glenn Browne Head of Advice

We commenced this process with a few key business objectives, namely to drive efficiency within our Advice teams and gain consistency in our Advice rocess, leading to improved member experience. Both of these were achieved in spades, but it was the follow on benefits of practitioner satisfaction and retention; increase in ongoing service clients and overall cost to serve reductions that made this really impactful.

 

1- Where was your business at the start of this process? What issues or untapped opportunities were you facing across the business or with Advisers in particular?

Prior to commencement with Performance Advisory Group, our business unit was under developed in a number of key areas-including, but not limited to: Adviser soft-sk...

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