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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 our clients say about us

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Debra Hendriks - Financial Planner AMP 

 

Richard Jones - Financial Planner AMP

 

Terence Pragasam - Manager AAS

 

Greg Koch - Financial Planner AMP

 

Jason Lau - Contact Centre Manager AAS

 

Rebecca McLeod - Team Leader AAS

 

Grant Gaines - Financial Planner AMP

 

Kim Paterson - Quality Assurance Manager AAS

 

"Leyla has helped me improve my client relations skills and so improve my conversion rates. She is very professional in her approach.Her coaching style is articulate and observant."

Fatima. Z.

AMP Horizons Financial Planning Academy 

 

"During my financial planning training I received very constructive and insightful coaching from Leyla. She provided me with valuable feedback based on her experience as a financial planner. 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 imrove their performance and take it to the next level."

Richard. J

AMP Horizons Financial Planning Academy 

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