Driving results for your clients, your people and your business

Sales Training Programs

With over 25 years in the financial services industry and 6 years consulting with blue chip companies across Australia, we’ve condensed our proven sales and service frameworks down into three programs that are designed to drive results for your clients, your people and your business.

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*refer to t&c’s


OFFERING

IGNITE

ACCELERATE

VELOCITY
ONLINE ELEARNING TRAINING DEVELOPMENT MATERIALSOnline Training Development Materials
Access to all training and development materials online – including topical videos, corresponding workbooks for notes and review and online quizzes.
RECORDED MONTHLY COACHINGRecorded Monthly Coaching (Owners/Directors & Practitioners)
Group Monthly Coaching Call – Exclusively Owners/Directors Group Monthly Coaching Call – Planners/Advisors.
ONLINE REPORTINGONLINE REPORTING
Online Reporting at your fingertips to measure and manage your staff’s engagement with the program via our Learning Management System (LMS).
EMAIL SUPPORTEMAIL SUPPORT
Adhoc support as needed via email
INITIAL DIAGNOSTIC CONSULTATIONINITIAL DIAGNOSTIC CONSULTATION
Initial Diagnostic consultation. Here we will seek to baseline where you are currently and get crystal clear on your future state goals.
PHONE SUPPORTPHONE SUPPORT
Adhoc phone support as needed
FACILITATED IN-HOUSE PROGRAM LAUNCH1 Day Face to Face Facilitation & Launch
Live 1 Day In house Framework Training for Advisory Team (held at your premises).
LIVE MONTHLY COACHING LIVE MONTHLY COACHING (Owners/Directors & Practitioners)
Live Group Monthly Coaching Call – Exclusively Owners/Directors. Live Group Monthly Coaching Call – Planners/Advisors. (see PDF for full details)
QUARTERLY COACHING CLUBQUARTERLY COACHING CLUB
Spend a full day workshop with your fellow peers in your city. This event is designed to ensure accountability, support and a community of likeminded leaders collaborating to drive results further. (see PDF for full details)
QUARTERLY DEBRIEF & REVIEW CONSULTATIONQUARTERLY DEBRIEF & REVIEW CONSULTATION
This includes statistical reporting every 3,6,9 & 12 months. We will debrief and recommend actions where we can review your results, discuss what you are experiencing, (see PDF for full details)
3 DAYS ON-SITE IMMERSION3 Days on site including detailed discovery and analysis of your business.
This option includes spending 3 days getting to know your business and your advisers needs and desired results in great detail to meet your business goals. (see PDF for full details)
FACILITATED IN-HOUSE ANNUAL REVIEW WORKSHOP FOR EXECUTIVES & PRACTITIONERS1 Day Annual Review Workshop for Executives & Practitioners
1 Day debrief at the end of 12 months working together, reviewing all changes, results, progress, including a detailed financial analysis of key benefits and remaining opportunities for your practice. (see PDF for full details)
program-is-best-for-you

OFFERING

IGNITE

ACCELERATE

VELOCITY
ONLINE ELEARNING TRAINING DEVELOPMENT MATERIALSOnline Training Development Materials
Access to all training and development materials online – including topical videos, corresponding workbooks for notes and review and online quizzes.
RECORDED MONTHLY COACHINGRecorded Monthly Coaching (Owners/Directors & Practitioners)
Group Monthly Coaching Call – Exclusively Owners/Directors Group Monthly Coaching Call – Planners/Advisors.
ONLINE REPORTINGONLINE REPORTING
Online Reporting at your fingertips to measure and manage your staff’s engagement with the program via our Learning Management System (LMS).
EMAIL SUPPORTEMAIL SUPPORT
Adhoc support as needed via email
INITIAL DIAGNOSTIC CONSULTATIONINITIAL DIAGNOSTIC CONSULTATION
Initial Diagnostic consultation. Here we will seek to baseline where you are currently and get crystal clear on your future state goals.
PHONE SUPPORTPHONE SUPPORT
Adhoc phone support as needed
FACILITATED IN-HOUSE PROGRAM LAUNCH1 Day Face to Face Facilitation & Launch
Live 1 Day In house Framework Training for Advisory Team (held at your premises).
LIVE MONTHLY COACHING LIVE MONTHLY COACHING (Owners/Directors & Practitioners)
Live Group Monthly Coaching Call – Exclusively Owners/Directors. Live Group Monthly Coaching Call – Planners/Advisors. (see PDF for full details)
QUARTERLY COACHING CLUBQUARTERLY COACHING CLUB
Spend a full day workshop with your fellow peers in your city. This event is designed to ensure accountability, support and a community of likeminded leaders collaborating to drive results further. (see PDF for full details)
QUARTERLY DEBRIEF & REVIEW CONSULTATIONQUARTERLY DEBRIEF & REVIEW CONSULTATION
This includes statistical reporting every 3,6,9 & 12 months. We will debrief and recommend actions where we can review your results, discuss what you are experiencing, (see PDF for full details)
3 DAYS ON-SITE IMMERSION3 Days on site including detailed discovery and analysis of your business.
This option includes spending 3 days getting to know your business and your advisers needs and desired results in great detail to meet your business goals. (see PDF for full details)
FACILITATED IN-HOUSE ANNUAL REVIEW WORKSHOP FOR EXECUTIVES & PRACTITIONERS1 Day Annual Review Workshop for Executives & Practitioners
1 Day debrief at the end of 12 months working together, reviewing all changes, results, progress, including a detailed financial analysis of key benefits and remaining opportunities for your practice. (see PDF for full details)

Bespoke Solutions

Don’t quite fit the box? We also offer bespoke solutions which are 100% tailored to your needs.

Want more information about how you can increase your performance, efficiency and sales? Download the full program brochure below or email info@performanceadvisorygroup.com.au to talk to our friendly team.

Course Outline & Review

DOWNLOAD PROGRAM BROCHURE

FIND OUT HOW WE CAN HELP

Course Outline & Review

DOWNLOAD PROGRAM BROCHURE

FIND OUT HOW WE CAN HELP

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