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Online sales and soft skills program

ignite program

ARE YOU A FINANCIAL ADVISER THAT WANTS TO: 

Learn sales and soft skills?

Close more sales ?

Streamline your appointment process?

Increase your confidence?

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 soft skills and sales skills as a financial service professional.  It will help to increase sales and provide you with a structured and consistent appointment process.

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 

ignite-online-program

FOR ONLY $699 PER ANNUM (Includes GST) - THE IGNITE PROGRAM INCLUDES 

  • A repeatable, proven, structured Advice Framework to use with all your clients
  • 6 interactive eLearning modules and a 57-page Financial Advice Framework Workbook
  • 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 12 months
  • Recorded monthly coaching
  • Online reporting
  • Email support
  • 6.5 CPD hours from the Financial Planning Association (FPA)

The Ignite Online program will provide you with a structured and standardise advice framework that you can use with each and every client. 

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.

Embedding Behaviours

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 12 months (or longer if required).

Performance Advisory Group provide online monthly coaching (via webinars) for 12 months to all participants.

Progress

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.

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.

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.

 

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