New Generation Advisor
Raving Financial Fans

"Your presentation at our conference was rated 'the most useful session' by about 40% of respondents. That's very impressive considering we had 14 different sessions. Interactive and fun, everyone took something away for themselves and their business."

Commonwealth Bank of Australia

"Outstanding. Ian was amazing, interesting and entertaining. It's not very often a speaker comes along that pleases everyone. 80% of attendees rated Ian as 'excellent' and the other 20% rated him as 'very good'. Most importantly, what he said makes sense and is usable in every day life."

    
Financial Planning Association of Australia

Conversion Rate of Almost 100% "The launch of the New Generation Advisor could not have been better timed for us. It provides a structure to follow for clients, and is simple to apply. We are receiving excellent feedback from the clients who have been through the process and we are already receiving referrals from satisfied clients. The work we are doing will provide us with a unique value proposition. We are unaware of any similar product." Garry Mensforth CFP Dif Fp SeaChange Planning Group

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"We've implemented the first stages with clients to just an amazing response. Everyone (clients) just loves the concept."

Adam Moir

Financial Advisor, Garvan

"Ian's 'New Generation Advisor' program rated 94% for presentation style and 90% for content."

Independent Planning Practices Conference

Increased Conversion Rate by 30% "New Generation Advisor... has increased my conversion rate for risk from 60% clients to about 80%. Thank you!" Jonathan Kelly Wealth Manager, Brisbane QLD

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"Best session of the conference - energetic, engaging, relevant... rated 90+%... Finally something of value to enhance my business & life."

  

Tribeca

"I've been influenced by Bill Bacharach and his values-based financial planning, which is good but he pretty much leaves it up to the adviser as to how to implement these ideas into the business... Ian (through the New Generation Advisor program) has taken those ideas and created a practical way of delivering them."

Alf Priestley

Fitzpatricks

Best Program I've Ever Done! "I've been to a lot of one day sessions; today was definitely the best... This will make the biggest difference in my professional life..." Mark Williams PDM, SA

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".Life by Design® is the only company in two continents to have created a procedure for lifestyle planning."

Bob Veres

USA Financial Commentator

Editor of Magazine "Inside Information"

 

Created Unique Value Proposition ".has allowed us to set ourselves aside from our competitors and uniquely service them going forwards." Richard Stiles Financial Planner

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"Your presentation was clear and the message was well communicated. The comments on our evaluation forms were a testament to the importance of the message and how well it was received and appreciated by our clients."

David Hyde

Avenue Capital Management Limited

 

One For The Sceptics "Having started several months ago, I was grasping to find the value that it (New Generation Advisor program) added to the business because I did feel I was already having fairly good relationships with clients... this tool embodies everything we've been trying to achieve." Todd Burnell Manager Financial Planning Representative

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