ARE YOU A FINANCIAL ADVISER THAT WANTS TO:
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:
Here's what you will get for ONLY $699 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.
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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.
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.
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.
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.