Cross-Sell

Case Study – Bill Justo – Practice Development Manager of Advice

We now have a process that is consistently applied by all Advisers, giving great comfort for compliance. Those Advisers feel satisfaction with their roles, and we know from client feedback that they are very happy with the experience as well.

1- Where was your business at the start of this process? What issues or untapped opportunities were you facing across the business or with Advisers in particular?

We were faced with the issue of a business process, which while good, had been launched poorly over 12 months prior. There was strong bias against the process, and we were struggling to get acceptance of the need for change. With Kylie’s help we turned this around in a positive manner.

1- Where was your business at the start of this process? What issues or untapped opportunities were you facing across the business or with Advisers in particular?

We were faced with the issue of a business process, which while good, had been launched poorly over 12 months prior. There was strong bias against the process, and we were struggling to get acceptance of the need for change. With Kylie’s help we turned this around in a positive manner.

2- What work was undertaken to address those matters?

There were 2 main actions. Firstly, several Advisers were enlisted to display the orrect process on video, to show the others that the process was possible and could feel comfortable. The second, and most valuable, for me especially, was to dramatically boost my skills as a Coach rather than Manager. This enabled me to work with the Advisers to find out their issues and to help them solve them.

3- What were the key outcomes for your business?

The process is now fully accepted, and is proving its worth for client outcomes, staff satisfaction and consistency. I also now know what it means to be a Coach rather than Manager or Subject Matter Expert, which is highly satisfying.

4- What would you say to a Firm Owner or Dealer Group thinking of using our services?

Absolutely. Kylie is a great Coach capable of developing others, quickly and in a tructured and caring way.

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