ARE YOU A FINANCIAL ADVISER THAT WANTS TO:
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:
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.
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 12 months (or longer if required).
Performance Advisory Group provide online monthly coaching (via webinars) for 12 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.
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.