mastering sales & soft skills
self paced online learning

ignite program

ARE YOU A FINANCIAL ADVISER THAT WANTS TO: 

Make more money?

Close more sales ?

Streamline your appointment process?

Increase your confidence?

But don't have time to be out of the office for a full day of training....

If you said yes to any of the above questions the Ignite online training program is for you.

The Ignite online training program will help you build and develop your skills to help more clients, make more money, increase your conversions, get that promotion, spend more time with your family and feel part of a tribe - all by following a proven structured appointment process.

You will get detailed information needed to understand the exact things you need to say to have meaningful conversations that result in sales. 

You will go through best practice examples and real scenarios that financial planners face so you get the learning you need immediately and specifically to your skills.  The result? More confidence, more clients, more money and more time to do what is important to you.

Ignite is designed to help you to: 

Increase your confidence with clients and within yourself as a professional

Feel more energised as you take control of your working week

Build trust and rapport faster with your clients 

Have more confidence to close more business 

Streamline your appointment process

Help more clients 

Continue to develop your professional skills 

Buy Now

Here's what you will get for ONLY $1299 per annum (Includes GST) 

  • A repeatable, proven, structured Advice Framework to use with all your clients
  • 6 interactive eLearning modules and a 57-page Financial Advice Framework Workbook
  • Tools to help develop your client value proposition
  • Specific financial planning questions to use with your clients to broaden your scope of advice
  • A comprehensive list of triggers to help you identify current and future needs
  • Clear examples to help you effectively discuss strategies and solutions in non technical terms
  • Easy proven ways to overcome price objections
  • Tried and proven ways to close the deal every time
  • Best practice videos to share how other Financial Planners conduct meetings
  • Sales tools to help you explain financial planning topics to your clients (eg: risk and return, insurances, salary sacrifice)
  • Live monthly group coaching via webinar for 4 months
  • Recorded monthly coaching
  • Online reporting
  • Email support
  • 6.5 CPD hours from the Financial Planning Association (FPA)

Need To Know More?
Fill out your details below to download our Advice Framework and Course Outline NOW.

This course will go into detail the stages and the steps so you can streamline your appointment process, close more sales, help more clients and make more money.

Fill out your details

The Ignite online program will provide you with detailed information, best practice examples and real scenarios so you get the learning immediately and specifically to your skills as a financial planner.

eLearning Modules

The eLearning modules and the financial advice framework workbook is split up into 6 modules that are interactive in nature and include best practice video demonstrations and skills practice.

Additionally, a financial advice framework workbook has been developed to be used throughout the program.

This program helps financial planners to have better quality conversations, better compliance and better conversions.

Ongoing Support

At Performance Advisory Group we don’t believe that a program should be rolled out and never followed up, therefore, to ensure that behaviour is embedded, support is provided, and help is at hand for 4 months (or longer if required).

Performance Advisory Group provide online monthly coaching (via webinars) for 4 months to all participants.

Professional Development

The Financial Planning Association (FPA) also provides 6.5 CPD hours in which you will be awarded a certificate as you progress throughout the modules.

About Kylie Denton

Kylie Denton has over 25 years’ experience in the financial services sector. Her journey has included being a top performing Financial Adviser at CBA, to management positions including Product Manager, Operations Manager and Practice Manager, and now trusted Adviser to major brands and boutique firms within our industry.

Known for her ability to create sales and service frameworks that achieve consistent sales and build rapid trust with customers.  Working with blue chip companies like QSuper, Suncorp, Energy Super and NAB, Kylie helps Financial Advisers & Planners become great.

Have a question or want to find out more about the program?  Call now on 0409 129 723.

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Consistent Client Experiences

Real Reviews, Measurable Results

Brendan O’Rourke

Elders Financial Planning Geelong

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 a program that really dials down into the adviser/client relationship, challenging your interview techniques and allowing you to start thinking from a client’s perspective. Not what I can provide them with, but what do they really want and need to achieve financial success and peace of mind. After completing the program, I am now able to conduct client interviews with a personable and investigative approach. It allows me to extract from the client what they really want to achieve in life and how they would like me to assist them.   I have no hesitation in recommending Kylie as she will enhance your interview techniques and in my case, teach an old dog new tricks.   Keep up the good work Kylie.

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.  Kylie is a master coach and is able to drill into the essence of a coaching issue to help bring out the best in our people.  She is a delight to work with and relentless in her approach to helping others achieve great outcomes for members.  I would thoroughly recommend her to any Advice business and would welcome her back any time.

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. Leaders  in our advice business also benefited greatly from the “coach the coach”  sessions held regularly with Kylie. Our business has benefited greatly from Kylie’s counsel and I highly recommend her to any advisory business large or small.

Ben Marshall

Financial Advisor

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 adviser as a result of the whole experience. While we provide advice  day in, day out, I feel that they all have plenty to learn and work on to better serve our clients. Kylie’s Advice Framework is an excellent experience that I can recommend to assist with this.