WHERE FINANCIAL SERVICE PROFESSIONALS  COME TO accelerate PERFORMANCE, ENGAGEMENT AND profitability.

Bespoke, Leading-edge Programs That Deliver Change, Not Just Training.

It All Starts With A Confidential Chat.

To create a high performance culture, you need high performing Leaders at ALL levels 

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.

Who We Work With

"Leaders become great, not because of  their power,
but because of their ability to empower others" 
- John Maxwell

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.

Using industry knowledge and experience, proven programs, tools and frameworks and powerful coaching techniques, we empower senior financial leaders, financial planners, and their teams to lead for better business performance.

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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.

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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.

Soft-skills-online-training-program

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.

Step-1

DISCOVER

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.

Step-2

DESIGN

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.

Step-3

DELIVER

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

Step-4

SUCCEED 

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.

It all starts with a confidential chat

Kylie-Denton-Financial-Services-Expert

Bestselling books on leadership and sales

As an authority in leadership and sales, I’ve written two bestselling books on leadership and sales. Created for senior leaders and high-end sales professionals, these books will help you discover exclusive strategies, powerful insights and industry tips and tricks that will unlock your hidden potential, and allow you to stand out and make a difference.

Fit For Purpose Leadership

Fit For Purpose Leadership 6 Special Edition delivers practical advice on business and leadership tailor-made for pandemic, lockdown, stay home, remote working conditions. 24 leaders share their best advice on working under challenging conditions.

Sales Genius

 

Sales Genius 2 delivers smartcuts on branding, lead generation, sales techniques, sales training, marketing and sales from 20 top worldwide sales professionals who share their savviest thinking on winning more customers and driving revenues.

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 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.

The latest Industry Hints, Tips and News

The Difference Between Good Leaders and Inspirational Leaders

By Kylie Denton | 21/09/2020
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5 Ways Leadership Teams Can Improve Communication

By Kylie Denton | 03/08/2020
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6 Strategies High-Performing Leaders are Using Right Now

By Kylie Denton | 15/07/2020
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Tips for Leaders Managing Performance and Mental Health Issues during COVID 19

By Kylie Denton | 19/06/2020
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Resilient Leadership is what is needed Right Now

By Kylie Denton | 15/05/2020
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Urgency keeps people from thinking clearly

By Kylie Denton | 25/10/2019
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What is teamwork – and the four crucial reasons to build it

By Kylie Denton | 09/08/2019
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Five ways to boost team morale

By Kylie Denton | 28/06/2019
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How to relax when the workday is over

By Kylie Denton | 24/05/2019
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The eight keys to successful selling

By Kylie Denton | 04/04/2019
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Five tips for running a successful sales meeting

By Kylie Denton | 18/02/2019
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Nine things successful people do after holidays (to get back in the swing of things)

By Kylie Denton | 16/01/2019
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Six questions to create your value proposition for 2019

By Kylie Denton | 08/12/2018
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Are you getting the financial planning training you really need?

By Kylie Denton | 29/11/2018
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How To Coach To KPIs

By Kylie Denton | 26/10/2018
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Are you doing enough with referral partners?

By Kylie Denton | 28/09/2018
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How to have the price conversation with clients

By Kylie Denton | 28/08/2018
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Are you missing opportunities to upsell and cross-sell

By Kylie Denton | 18/06/2018
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Is trust more important than value?

By Kylie Denton | 23/05/2018
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Do you know what your customers say about you?

By Kylie Denton | 09/05/2018
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Do you know what your True Conversion rate is?

By Kylie Denton | 02/05/2018
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Is The Time Spent In Appointments Taking Over Your Days

By Kylie Denton | 02/05/2018
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Are The Questions You’re Asking Stopping You?

By Kylie Denton | 02/05/2018
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The 1-Hour Client Appointment

By Kylie Denton | 02/05/2018
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Generating Referrals

By Kylie Denton | 02/05/2018
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The Many Ways To Cross-Sell And Up-Sell

By Kylie Denton | 02/05/2018
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Tips For Increasing Conversions

By Kylie Denton | 02/05/2018
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Developing Time Management Skills For Sales People

By Kylie Denton | 02/05/2018
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Creating Consistent Client Experiences

By Kylie Denton | 02/05/2018
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Having More Meaningful Conversations

By Kylie Denton | 02/05/2018
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Introduction to our Online Advice Framework

By Kylie Denton | 02/05/2018
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Preparing for your client meeting

By Kylie Denton | 30/03/2017
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Why Increasing Emotional Intelligence Increases Sales

By Kylie Denton | 23/02/2017
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Three Ways to Work Smarter Not Harder

By Kylie Denton | 09/02/2017
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How to identify if a sales framework is needed in your business

By Kylie Denton | 08/12/2016
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Are you losing business by not having a sales framework?

By Kylie Denton | 09/11/2016
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How to overcome your team’s excuses

By Kylie Denton | 05/10/2016
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Five ways to grow your team beyond you

By Kylie Denton | 25/08/2016
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How to effectively address conflict within your team

By Kylie Denton | 27/07/2016
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How to know when to intervene as a leader

By Kylie Denton | 21/06/2016
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Feedback can often be met with resistance; here are seven ways to turn it around

By Kylie Denton | 26/05/2016
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Four questions to help you find your ‘why’

By Kylie Denton | 23/04/2016
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How to increase employee engagement and buy-in to change

By Kylie Denton | 18/03/2016
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Three ways to increase client satisfaction and engagement

By Kylie Denton | 25/02/2016
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Four tips to help you get to know your team

By Kylie Denton | 21/01/2016
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Four ways to create a culture of responsibility in your team

By Kylie Denton | 10/12/2015
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Four ways to become the leader your team need and want

By Kylie Denton | 10/11/2015
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Five ways to become a respected leader

By Kylie Denton | 08/10/2015
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Top four leadership challenges and how to overcome them

By Kylie Denton | 30/09/2015
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Four tips to get more out of others

By Kylie Denton | 16/09/2015
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