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financial adviser sales training and coaching

Do you want to help more client's and make more money in less time?

If you said YES

Performance Advisory Group is here to help you.   We understand that compliance is only going to get harder.  So having the right conversations with your clients is critical.

Our courses provide you the detailed information needed to understand the exact things you need to say to have meaningful conversations that result in sales.  You will go through best practice examples and real scenarios that financial planners face so you get the learning you need immediately and specifically to your skills.

The result? More confidence, more clients, more money and more time to do what is important to you.

We want you to make more money, increase your conversion or get that promotion you desire.

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Our Programs

Our Programs Are Perfect For Financial Advisers Who Want To:

  • Get more sales
  • Help more clients
  • Get that promotion
  • Increase your confidence
  • Build trust and rapport faster
  • Streamline your appointment process
  • Be part of a tribe of successful advisers

Our online and face to face programs are awarded with FPA CPD hours.

Do You Want To:

Make more money

Streamline your appointment process

Close more Sales

Increase your confidence

Request a Call Back

Would you like to chat with us over the phone? Just submit your details.

MASTERING
SALES AND SOFT SKILLS
FOR  SUCCESS

self paced program

MASTERING
SALES AND SOFT SKILLS
FOR  SUCCESS

face to face program

EXECUTIVE, LEADERSHIP & TEAM COACHING

bespoke programs

What Our Clients Say

Brendan O'Rourke
Financial Adviser

Kylie’s Advice Framework has been an excellent learning experience and has proven to be a valuable resource that I can draw on to improve the overall client experience. Not only have my appointment conversion rates significantly improved, I am having much deeper and relevant conversations with clients.

Lisa Kay
General Manager
Member Services and People

Kylie came into our business like a breath of fresh air and helped us to build a consistent approach to our advice conversation.  The framework used is practical and came with on-line learning to assist those that needed to see the practical application many times.

Laurence Smith
Financial Adviser

Thank you Kylie for the input you have had in helping me to refine my meeting and back-of-house process. With so much change I have found that consistently applying a structure to my meetings allows me to make the most of my time both with my clients and when back at my desk. I am getting positive results from my clients in terms of feedback, engagement, and commitment.

Ben Waisavu
Financial Adviser
Team Leader

Successful advisers and advisory businesses have one thing in common – robust structured advice delivery frameworks. During Kylie’s tenure with our business she imparted valuable coaching techniques, industry knowledge and a well-crafted advice framework that will assist our advisers to increase productivity, efficiency and awareness in their respective roles.

Ben Marshall
Financial Advisor

Kylie’s Advice Framework has been an excellent learning experience and has proven to be a valuable resource that I can draw on to improve the overall client experience. Not only have my appointment conversion rates significantly improved, I am having much deeper and relevant conversations with clients.

Who We Work With


We value your questions and are here to help you with any information or enquires you may have.

Let's Get Started

Click on the program that most suits your needs

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SELF PACED ONLINE MASTERING SALES AND SOFT SKILLS PROGRAMS

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FACE TO FACE MASTERING SALES AND SOFT SKILLS PROGRAMS

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