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Daniel Parry, General Manager, Sentry Group Australia, National Dealer Group, East Perth, WA
For Licensees
Consulting
Elixir consultants have a broad array of knowledge and experience in the financial advice sector, and provide bespoke consulting Services to licensees on a range of issues including improving profitability and adviser Services, marketing, crisis management and advice process improvement.
For licensees without their own practice development team, we can provide group offers on delivering our PracNav coaching program to assist you to support the growth of your advisers and your dealership.
Licensees that have Practice Management support in-house may access our train-the-trainer programs, to enhance the skills of their people and achieve better outcomes for their Financial Advice Networks.
Keynote speaking
We have a team of consultants who are trained, experienced and excellent at delivering keynote addresses and workshops. You may choose from our library of presentations or request a specific topic for your event. We always research our audience and customise each presentation to ensure that it is relevant to each specific audience.
Click here for further information.
Selling Advice as a Trusted Financial Adviser
A range of presentations, workshops and training days on sales skills for financial planners, based on the philosophies outlined in our paper, "Building your business on Trust".
The skills required to effectively communicate with clients, develop strong and long relationships, and 'sell' advice are unique to the financial planning profession. Our range of training workshops is specifically designed to hone the interview techniques of financial advisers, and provide personalised coaching through a combination of group-based discussion and individual role plays. Modules are designed to include all aspects of the advice process, from the initial engagement of a client, through to conducting review meetings; and are available for new advisers, as well as those with years of experience who are wanting to update and improve their skills. Participants leave the session with a customised Personal Development Plan and obtain follow-up coaching after they have returned to the office and put their skills to use with actual clients. CPD points are also awarded for some sessions.
Pricing Advice
The world of adviser remuneration is changing. Your advisers will look to you to help them make such a fundamental change in their business. Click here to view information on our world-first research into Adviser Pricing Models.