A specialised advice (Sales) training company working with financial planners and those involved in the Advice process to have a deep and meaningful understanding of their clients needs now and in the future in order to be able to give them the most valuable financial advice.
Our Aim ...
... is to enable financial planners to have a deep and unique relationship with each of their clients in order to provide life long financial advice (not just win the sale). We have a deep knowledge of the client needs and the planners obligations and processes, which enables us to change minds, behaviour and results.
Jason McSpeerinJason has developed and conducted training for Financial Planners both within a bank-based Financial Planning environment and also within various aligned dealer groups.
Jason has delivered over 300 workshops over the past 8 years as he has worked intimately with improving sales capability of Financial Planners and Financial Planning Managers.
This includes working with AMP, aligned dealer groups within One Path and ANZFP, in which he currently provides specific consulting services to increase sales capability. His strong knowledge of Financial Planning coupled with 12 years of expertise in facilitation and training makes him a valuable commodity.
Ben LarkeyBen has developed and conducted training for Financial Planners both in Australia and overseas, delivering over 150 workshops with planners and practice leaders over the past 8 years.
He has worked with over 500 planners, developing them and helping to prepare for Fee for Advice.
He has conducted Train the Trainer to enable companies to train there own Financial Planners. Clients working with AMP, ANZ, BankWest, Canadian Funds Manager Dynamic and Dundee Wealth FP’s.
He is a Graduate of Australian Institute of Company Directors.