sales & soft skills training and coaching
convert more, in less time
What We Do
Performance Advisory Group offers a series of programs designed to help build and develop sales and soft skills for financial service professionals.
We provide a structured and consistent appointment process to help you have more deeper meaningful conversations and help clients understand how you can help them and why they should do business with you..
Our Programs Are Perfect For People Who Want To:
- Increase confidence with clients
- Build trust and rapport faster
- Have more confidence to close more business
- Streamline your appointment process
- Get more sales
- Help more clients
Our online and face to face programs are awarded with FPA CPD hours.
Do You Want To:
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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.
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