Adviser Leadership & Coaching Academy
Empower yourself and your clients to produce extraordinary results
•Would you like to have the confidence and skills to help your clients address their fears and frustrations that hold them back in their financial success?
• Would you like to have the skills to find out what makes your clients tick to help them discover what they truly want from their life and how you can help them create a financial plan that is in line with this?
• Would you like to know how to help your clients define success in their terms and help them design their financial future around this definition?
• Would you like to help your clients see the bigger picture and move towards financial stability and freedom by addressing their relationships, kick starting a new career or ridding themselves of unwanted habits that are holding them back and affecting their financial prosperity?
• Would you like to know how to engage and present to groups of clients to educate them effectively and to stand out in the industry as an expert adviser in your field of specialty?
• Would you like to know how to captivate an audience whilst speaking on your feet?
About The Academy
The Adviser Leadership and Coaching Academy provides you, the experienced adviser, with practical, hands-on and cutting edge tools and latest human technologies which will enable you to add a new dimension to the process of quality financial advice and bring out the best in yourself and your clients. With this comprehensive program you will experience the satisfaction of transforming your client’s lives in profound and moving ways by utilizing influencing and coaching skills, and becoming the trusted partner and coach of your clients. In addition the tools and resources provided will enable you to generate rewarding business and personal success for yourself whilst empowering your clients to do the same.
Who is This Program For?
This complete program has been pecifically designed for:
Experienced Financial Advisers who have been involved in the financial planning industry for a number of years who are looking to communicate their experience and expertise to their clients using the latest cutting edge human relations technologies and by doing so add another dimension to their already successful advice business.
This Training Path Will Empower You With:
• The latest set of tools for leading, influencing and coaching to empower yourself and your clients
• The ability to uncover your potential and maximise this in the area of client engagement, deeper client relationships leading to a more successful profitable practice
• The most effective tools for accelerating human change and transforming any unwanted state or behaviour into effective action for you and your clients
• Tools for creating immediate rapport and long lasting relationships based on Trust
• Becoming a persuasive communicator within any business, relationship, or person to person
• The ability to assist your colleagues, employees and your clients achieve their goals in the shortest time frame
• Becoming an integral part of your clients lives and staying up to date and relevant
How to Enrol
Entry requirements:
Applicants must be PS146 compliant and have had a minimum of 3 years experience in the financial planning industry. Acceptance into the program is by application only. The initial application consists of completing an application form and a face to face interview with an AdviserQuest coach.
Program Module Description
Level 1- EXPLORE: Foundations of Client Engagement
The Foundations of Client Engagement is the first level and gateway to the Adviser Leadership and Coaching Academy’s program. This 3 day introduction gives you the foundation tools and skills required to understand your clients’ psychology and allow you to builds a solid basis for communication and client engagement.
Level 2- MOTIVATE: Foundations of Financial Coaching Certification
This week long training takes the skills modelled from masters of accelerated human change and transformation and delivers them to you in a step by step, simple yet in depth process. This module will assist you to eliminate your clients self doubts, blockages and frustrations and assist them to uncover their core self and to discover their values, goals and objectives and to put in place solid action plans to implement them. You will learn how to tap into and understand the power of the subconscious mind to empower your clients and help them break through behavioural patterns and achieve their desired results much faster through a truly holistic process of financial planning.
Also includes a 12 audio CD set complementing your learning tools and resource manual to support your professional development.
Level 3-INSPIRE: Advanced Financial Coaching Certification
This next level of coaching and leadership training is a must for any adviser wanting to have more in depth success with high net worth clients and clients who are business owners. This week long program goes deeper into uncovering personal values, attitudes and programs that are a source of motivation and determine exactly what people get in life.
It is about recognizing and assisting clients to change their deep ingrained patterns that are holding them back in achieving substantial wealth creation. The tools you will learn about in this module apply equally to business and individuals.
Level 4-TRANSFORM: Adviser Presentation and Platform Skills
You will walk away from this 1 week intensive training with extraordinary communication skills to inspire, motivate and influence your clients in large or small groups. You will gain the confidence of a brilliant public speaker and communicator, and wipe out performance anxiety for good. You will know exactly how to create rapport when presenting to groups of 10- 1000 people and be able to enchant and entrance your audience with your presentations. You will learn how to handle difficult questions, objections and heckling from your audience. You will walk away with tools that you can use over and over again to design and present presentations that are unforgettable and have impact.
Call us today for an application form on 1300 886 907.