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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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What you said about us

"She provided insights into my performance as a financial planner and made me aware of how I could better connect with my clients to make my client interactions even more effective. I highly recommend Leyla to any financial planner wanting to improve their performance and take it to the next level." 

Richard. J -Financial Adviser
AMP Horizons Financial Planning Academy

            

 "Leyla is an easy going and friendly as a presenter but never compromises on her professionalism and leadership. I like her positive approach as she makes me feel that anything is possible once you put your mind to it! One day with Leyla at her workshop has definitely expanded my perspective as a financial adviser!"

Joseph He- Financial Adviser
Harvest Financial Advisory

"AdviserQuest have helped us immensely with the referral component in our business and increased it by 50% over the last 12 months. Thank You! "

Terence Pragasam-Manager
Client Contact Centre-AAS

 

 "Leyla's presentation was very constructive and I took away many great points and new insights that I could apply straight away to improve the message that I am communicating to my clients and prospects."

Greg Koch- Financial Planner
AMP Financial Planning

"AdviserQuest's presentations have provided Horizons planners the opportunity to drill down and understand specific skills areas, providing much needed tools and tips for improvement in their client engagement process."

Leigh Wilby-Learning & Development Manager
AMP Horizons Financial Planning Academy

 

"I always look forward to Leyla's presentations
and the insights that she gives us in regards to engaging and building a deeper relationship with our clients. "

Grant Gaines- Financial Planner
Austin Mills Pty Ltd

 "Her Warmth, honesty, irrepressible spirit, generosity and willingness to share makes it easy to engage with her as my coach"

Lorraine van den Brink- Financial Adviser
Wealth Alliance Pty Ltd

 

"Leyla is engaging, personable, professional but not boring! The best thing about her presentations is that
she brings personal experience to the subject matter."

Alexis Wheatley- Financial Planner
Wheatley Wealth Management

"Leyla's flexible, people focused approach
combined with her genuine passion for the financial planning profession delivers value through her presentations. People always feel energised,
'blue sky' and focused after their coaching sessions
with Leyla...!"

Livania Moore
MLC

 "Leyla made the client connection process easy by breaking it down into bite sized pieces and making sure we know exactly how to get inside the client's head to be able to give them tailored advice based on a deeper understanding of what they need."

Lorraine van den Brink-Financial Adviser
Wealth Alliance Pty

   

 

 

 

 

 

 

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