financial adviser sales training and coaching
Do you want to streamline your business, help more client's and make more money?
If you said YES
Performance Advisory Group is here to help you. We understand that the Royal Commission has brought to light a number of gaps within our industry that now requires businesses to pivot. Doing this can be time-consuming, which then impacts on new sales and revenues.
We help leaders to streamline business processes and coach financial planners to have amazing client conversations so you can deliver compliant advice for all the right reasons.
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.
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.
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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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