As Everyone in Financial Services Knows, The Golden Days Of Easy Sales Are Over...
We understand that the Financial Services Industry is a complex environment that can be confusing for employees and costly for the business if not managed well.
We know that many businesses lack the frameworks which cause inefficiencies and decreases performance, and we understand that leaders are under enormous pressure to make the right decisions
Over 26 Years Experience
With over 26 years’ experience in Financial Services, we help businesses provide compliant advice and help to more clients, using proven predictable frameworks and tools so that leaders can feel confident, teams can feel empowered and customers lives are changed for the better.
Engage, Inspire, Empower
Right now, it’s like the perfect storm in financial services. There is never a good time for a pandemic, but this one has struck at a moment when the industry is in a period of reconstruction after the Royal Commission.
Leaders are facing an unprecedented test on their ability to lead through a crisis. This is why we need leaders that can engage, inspire, coach and empower their people. Leaders that show up, collaborate, communicate, and get results....
At Performance Advisory Group we call this INSPIRATIONAL LEADERSHIP.
Our 5 Step Signature Method
At Performance Advisory Group, we value true partnerships, seeing projects through to success, and building meaningful and genuine relationships. Nothing we do is packaged, or off the shelf. Every leader, and business is different, which means that every approach must be unique to some degree.
We follow a proven 5 step signature model (below) that allows us to do a deep dive and determine what support, tools, processes and frameworks you need to get the results you are looking for.
Key Question: What does success look like?
As a business, we need to clearly understand our purpose and our intention but more importantly what we are we trying to achieve. In this stage we will get crystal clear on where you are, what you are trying to achieve and do a deep dive into understanding by way of analysis and diagnosis.
Key Question - Are your leaders set up to deliver.
We know that leaders need to engage, inspire and empower to become inspirational leaders, so we will work with your leaders to help them get results and make a difference.
Key Question: What's missing and what's needed?
In this stage, we determine where gaps and issues are presented and determine the right solutions that will suit your needs and fill in what’s missing.
Key Question: What tools, processes and frameworks do you specifically need for each of your teams?
Once we are clear on this, we will design a roadmap using tools, frameworks and processes specific to your needs.
Key Question: Do you need help making that happen?
Our point of difference is right here. We have the experience and knowledge to help you through this journey, and are well- known for our ability to design, develop, deliver, change and embed the right behaviours so you can achieve success.
Kylie Denton, Financial Services Expert and Professional Certified Coach
Hi, I’m Kylie. I’m a professionally certified Coach, Speaker, Author and Founder of Performance Advisory Group.
As someone who has been in the financial industry for over 25 years, I specialise in working with senior leaders and their sales and service teams to become more inspired, empowered, make a difference, and get results.
Over the years, I have helped thousands of financial professionals and senior leaders achieve their desired outcome, and known in the industry as someone who knows how to influence and embed behaviour change.
Along with finance, I have a background in organisational psychology. This enables me to support clients in developing a high level of emotional intelligence that helps them connect with people, close more sales, and keep customers for life.