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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 >

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Corporate Solutions for Licensees and Dealer groups

Tailored solutions

AdviserQuest's workshops and seminars are customised through a 3-step process to ensure that you and your team get the maximum results from the tailored content that will deliver your outcomes.

Step 1: Prior to the Workshop

We meet with you in advance and conduct one or more of the following:

Step 2: During the workshop

Rather than teach through lecture style programs, we engage workshop participants with our practical, participatory facilitation style. Our coaches use their industry experience to focus on real life case studies and discussions focused on the financial services industry.

We also provide ongoing adviser development plans and tools to all participants so that application of the knowledge from the workshop can then be transferred and implemented in the client/adviser environment, through application in their day-to-day activities.

Step 3: After the Workshop

To ensure that all participants retain and apply the information they will learn in our workshops, we offer follow-up coaching sessions. These sessions can be conducted as group coaching or as one-on-one sessions. All workshop participants have access to our experienced coaches who can be reached via phone or email any time to assist with questions or implementation of tools and techniques on the job. Our learner reinforcement services are offered as face to face or as distance self-paced modules using our adviser coaching kits.

In addition to AdviserQuest’s customised on-site workshops, we offer public workshops in every state on a regular basis. Please see our workshop schedule & Events calendar for details.

Adding Value

We can assist you with running any of our training programs or seminars in house.

We can customise any of our training workshops to suit your advisers needs.

Contact AdviserQuest today to find out how we can assist you.

Click "Contact Us" to use our online contact form or phone 1300 886 907

 

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