This webinar journeys through each stage of advice process, exploring strategies to build enduring relationships with clients of any age, in an increasingly digital environment.
From introduction to long-term commitment, we’ll examine client behaviours, generational differences and the adjustments needed to successfully connect with clients in ways that resonate. We’ll share insights on how to gain commitment and avoid objections with ease, navigate evolving expectations and elevate the client experience.
Whether you’re new to advice or an experienced professional looking to refine your approach, this webinar will help you challenge ingrained habits and assumptions, connect meaningfully with each generation and cultivate deeper client relationships.
About Kylie Denton
Founder and Director, Performance Advisory Group
With over 30 years’ experience in financial services and formal qualifications in psychology, Kylie brings a unique blend of expertise as a former financial adviser and professionally certified coach.
A trusted sales and leadership coach specialising in helping advice professionals refine their EI and human connection skills to create meaningful client relationships, Kylie’s proven strategies uplift client experience, business performance and influence lasting behavioural change. She has successfully guided thousands of advisers, practices and senior leaders to achieve outstanding results.
Adviser use only
Information on this webpage is provided by Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 and Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468. It may include general advice but does not consider anyone’s individual objectives, financial situation, needs or tax circumstances. You can find the target market determinations (TMD) for our financial products at www.cfs.com.au/tmd, which include a description of who a financial product might suit. You should read the relevant Product Disclosure Statements (PDSs), Investor Directed Portfolio Service Guides (IDPS Guides) and Financial Services Guides (FSGs) before making any recommendations to a client. The PDSs, IDPS Guides and FSGs can be obtained from www.cfs.com.au or by calling us on 13 18 36. Past performance or awards are no indication of future performance.