I know people don’t like to admit they are in sales, but the truth is we all are somehow. If we aren’t selling the benefits of a product and service to our clients and explaining how it meets their needs, we are selling ourselves as the expert they can trust. Most people resist the label […]

Coming back to work after holidays is hard, I get it – and I feel it! Gone are the long days relaxing by the pool, or lounging around with friends and family as we escape the usual crazy schedule of our day-to-day lives. But the transition back to work doesn’t need to be too hard […]

“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. I feel as though I am a better […]

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.  Kylie is a master coach and is able to drill […]

I found Kylie’s group sessions with our Comprehensive Advisers informative and educational as it gave me an opportunity to step away from my role as a Phone Adviser and experience the skill set that Comprehensive Adviser’s use in their roles.    The frame work also helped me to identify clients additional needs by digging deeper […]

I recently decided it was time to look at how I interacted with current and prospective clients. I had previously met Kylie Denton from Performance Advisory Group at a Conference and was impressed with her professional and down to earth presentations.   Kylie can assist in a number of areas, but my interest was in […]

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 […]

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. Leaders  in our advice business also […]

This week I had the honour of presenting at the Elder’s Conference in South Australia where I spoke on the importance of sharing your value proposition with prospects and clients. I truly believe we are very fortunate in the financial services industry. The value we provide our clients as a financial advisor, broker or agent […]

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