Without effective leaders staff performance declines, if staff don't know how to have meaningful client conversations client experience is poor and this all leads to lower or stagnated profits.
We are experts in working with established financial service companies to create higher-performing leaders and sales teams that get results... and make a difference to the lives of their valued clients.
We know the Financial Services Industry is a complex environment that can be confusing for employees and costly to the business.
We empower leaders to "make a difference and get results" and we equip teams to have "meaningful conversations" and build "genuine relationships" with customers.
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.
We Develop Leaders
To create a high-performance culture, you need high performing leaders at ALL levels of your business. We develop leaders that make a difference and get results. Leaders that know how to lead, are confident to lead, can engage staff, and can successfully build a high performing team.
We Create Meaningful Conversations
We help teams create empowering and meaningful conversations that build genuine relationships with customers. So employees can feel good about the work they do, clients can feel like they are truly valued and get the solutions and products they need, and the business can increase profit.
We Develop Financial Planners
We know how important it is for financial planners to have quality and meaningful conversations with their clients to enable them to have the future they want and deserve. Our online and face to face programs provide financial planners with a structured meeting process, so they can deliver consistently genuine help and meaningful advice every time. The result — clients for life.
Our 4 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 4 step signature model 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 made you get in touch with us?
We want to understand the unique challenges your organisation is facing so we can develop a customised solution for your needs.
Key Question - Are you set up to succeed?
All our programs are customised to your business needs. Our indepth discovery will allow us to design a bespoke program that meets your exact needs.
Key Question: What is needed to deliver?
We deliver through a team of coaches and leadership specialists who strive to exceed your expectations and deliver on the plan
Key Question: How do I make it stick?
We don't consider our work a success unless it delivers the results you want. We not only deliver but make sure the behaviours are embedded and success is achieved.
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.