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Articles

How To Find 'The One' (Money Management Magazine)

In this article, LEYLA BANAEI outlines 10 steps every financial planning practice... more >

Making Your Advisers Champions (Money Management Magazine)

In this article, LEYLA BANAEI discusses the concept of bringing in a coach to... more >

Recession Proofing Your Marketing (Money Management Magazine)

In this article, LEYLA BANAEI says now is the most important time to be focusing... more >

Embracing Fee For Service - 7 Strategies For Boosting Your Profits Instantly!

There has been a strong movement towards a fee for service model of financial... more >

How To Build Up Your Client Base in 10 Easy Steps Without Ever Advertising!

Strong alliance relationships are the foundation of sustained profitability of any... more >

More Articles...

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Our Difference

We are not a training company focused on technical training or ‘sales' training for advisers. If you are an adviser looking for a "quick fix" that will get your clients to buy your products or take up your services, we are not the right fit for you.

• We do not offer sales training

• We do not offer technical training for adviser licensing requirements

• We do not encourage the use of classic sales techniques, and

• We do not support a product-focused model of financial planning

Those things are not in line with our mission, vision and values and our core philosophy. Instead, we work with financial planners who are willing to focus on providing solutions that have the highest probability of achieving their Clients' goals within the context of their Clients' goals and values.

We also do not provide the technical element of training that is required for you to serve as a true Financial Professional. You will need to pursue other professional development tracks to accomplish that objective, such as attaining appropriate licenses and designations (e.g. Ps 146 compliance, Diploma of Financial Planning (DFS) or Advanced Diploma of Financial Planning (ADFS) or Certified Financial Planner (CFP), etc.)

7 Reasons to Partner with AdviserQuest

  1. Complement your technical studies in line with ASIC’s RG146 and integrate cutting edge human relation technologies within your financial planning process.
  2. The training, coaching and mentoring programs we offer have been designed for advisers, by advisers based on practical field experience.
  3. Choose our ‘skills based’ programs that are relevant, targeted and specific to producing outcomes for financial planning professionals in our industry in Australia.
  4. All of our trainers, coaches and facilitators are highly skilled with many years of industry experience and have been trained and accredited as professional coaches.
  5. All of our trainers, coaches and facilitators are financial advisers and have extensive experience giving advice. So they know exactly what you experience as an adviser and they are familiar with your day to day challenges.
  6. We offer coaching solutions to take you beyond training as we understand the importance of implementing your new skills to produce results faster.
  7. Our ‘skills based’ training is relevant, practical and easy to implement. We are so sure of our methodologies and the results we produce that we give you a 100% money back guarantee on all of our programs and services.

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