Empowering Financial Planners to Connect, Adapt, and Thrive
As we approach 2030, more than $15 trillion in wealth will transfer from older generations to younger ones and in Australia, this equals a staggering $435 million in wealth.
Financial planners face a critical moment:
How can they relate, interact and connect to the four different generations who will be receiving this wealth?
Ensuring you have the ability to connect across generations will determine your success as a financial planner in the coming years.
At Performance Advisory Group, our Sales Excellence Program equips financial service professionals with the skills to foster deep client relationships, navigate generational shifts of wealth, and deliver lasting value in an evolving market, whether DONE WITH YOU OR DONE FOR YOU THROUGH OUR LICENSED OPTIONS.
A Personal Story: The Human Connection That Changed Everything
For our founder, Kylie Denton, the art of sales has always been deeply personal. At just 12 years old, she witnessed firsthand the impact a financial advisor had on her family.
Her father, facing terminal illness, had years earlier taken life insurance, which allowed her mother to keep a roof over their heads after his passing, her and her brothers and sisters to stay in the home her father built and her mother to have some time off to figure out how to deal with her new life.
That experience ignited a lifelong passion to ensure financial planners don’t just deliver products—they change lives by building trust, connecting emotionally with their clients, and offering guidance during life’s most difficult moments.
A Unique Perspective in the Market
There Is No Other Company Offering This Training in Australia
The financial services landscape is increasingly competitive, which is why we are pleased to be the #1 Sales Training Group is Australia!
At Performance Advisory Group, we stand apart by integrating emotional intelligence and the importance of connecting on a deep emotional level with clients into every facet of our Sales Excellence Program.
Our approach focuses on understanding the psychological factors that drive trust and loyalty in today’s diverse and emerging client base. This is true more than ever as the generation of Baby Boomers and their wealth will be handed down to Generation, X, Y, and Z. The past and current financial landscape, along with an evolved work environment for each generation, creates an opportunity to help each generation better understand each other and the wealth being inherited.
By drawing on over 33 years of financial planning experience, and formal training in psychology, we offer a program that doesn’t just teach sales - it teaches financial professionals how to truly connect with their clients, add value, and retain clients and their families for life.
Choose your Training Program
We understand that:
- Developing effective soft skills programs in-house can be time-consuming.
- Budgets for creating comprehensive solutions are often limited.
- You might not have the IP to build a results-driven program from the ground up.
We offer two flexible training options to suit your organisation’s unique needs
DONE FOR YOU
License our Program
DONE WITH YOU
We Run the Program for You
Adapting to the Needs of Generations X, Y, and Z
The financial landscape is rapidly changing as younger generations seek faster, more human-centered advice.
Our program addresses the distinct needs of Generations X, Y, and Z by teaching financial professionals how to:
Understand Generational Expectations: Equip yourself with strategies to cater to the unique financial preferences of each generation, from Gen X’s need for a combined face-to-face and virtual meeting to Gen Y and Z’s reliance on digital tools and human connection.
Foster Trust Across Demographics: Build deeper, more meaningful connections by understanding the values, fears, and aspirations that shape financial decisions across different life stages.
Key Program Benefits: Done with You or Done For You (Licensed Options)
Enhanced Client Relationships:
Develop stronger connections with clients, leading to increased trust and loyalty across generations.
Future-Ready Sales Skills:
Equip financial planners with techniques tailored for engaging the next generation of clients who expect faster, more digital, and more values-driven interactions.
Adaptable Communication:
Improve communication strategies to foster deeper relationships and client intimacy, no matter the medium—whether it’s face-to-face or through digital channels.
Navigating Generational Wealth Transfer:
Support financial service professionals in addressing the challenges and opportunities presented by one of the largest intergenerational wealth transfers in history.
Holistic Growth:
Encourage both personal and organisational development, ensuring long-term success for financial planners and their clients.
"This ethos forms the foundation of our Sales Excellence Program: creating genuine, lasting connections with clients, and making sure those connections serve both personal and financial needs."
- Kylie Denton, Founder and Director of Performance Advisory Group
Outcomes That Drive Success
By completing the Sales Excellence Program, financial planners will be equipped to:
Master Future-Ready Sales Techniques:
Learn how to connect effectively with the next generation of clients who demand faster, more personalised service.
Build Trust and Intimacy:
Enhance communication skills to foster deeper, more meaningful client relationships that go beyond transactions.
Navigate Generational Shifts:
Prepare to meet the evolving needs of new client demographics as wealth transfers between generations.
Promote Continuous Growth:
Foster both personal and organisational growth for sustained success, enabling you to have meaningful conversations that truly connect with clients.
Our client results have quantifiable numbers you can trust.
Year-on-Year Increase:
Our clients have consistently seen a net increase in productivity, translating to more efficient operations and higher output.
Reduction in Costs:
Through activity-based timing analysis, we’ve helped clients reduce costs significantly, leading to better financial health.
Increase in Ongoing Service Clients
Our strategies have resulted in a steady increase in the number of clients opting for ongoing services, ensuring sustained business growth.
Overall Reductions
By optimising client connections, we’ve reduced the overall cost to serve, enhancing profitability.
Improved Satisfaction
Clients report a significantly better experience, thanks to our tailored solutions and dedicated support.
Higher Engagement Levels
Our focus on employee development has led to increased staff engagement, which in turn improves client interactions and satisfaction.
The Human Element in a Digital World
With advancements in AI and digitisation, the role of financial planners has shifted. While technology provides new tools, it’s the human touch that remains irreplaceable.
Our program focuses on developing interpersonal skills that allow planners to create authentic, trust-based relationships.
These skills not only set financial professionals apart from automated solutions, but also help navigate the emotional aspects of financial planning, making sure clients feel seen, heard, and valued.
Why Choose Us?
We understand the complexity of today’s financial landscape. Our Sales Excellence Program blends cutting-edge techniques with time-tested interpersonal skills to ensure you’re ready to meet the demands of a changing client base.
We offer:
- Tools to deepen client relationships and build loyalty and retain clients and their families for life.
- Strategies to really connect with clients that build trust and intimacy.
- Flexible delivery and Licensed Options to run the program that suits your business.
- Expertise in navigating intergenerational wealth transfer.
- Over 30 years' experience in the financial services industry and proven results.
Want to find out if the program is right for you?
In this free consultation, we will first seek to understand your needs, identify if this program can help you achieve your goals AND assess whether we're a good fit as a partner.
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