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New Generation Advisor
Financial Raving Fans

 

"…the participants all valued your message and took away ideas that will improve their lives."

Steve Helmich

Director, Advice Based Distribution, AMP

 


The Next Step

".the most rewarding, the best thing was taking the next step with clients. We all think we're doing it pretty well but to exceed their expectations, to develop more in-depth and relevant conversations about what the client wants and really developing their lifestyle goals and objectives and helping them achieve what they really want to do."

 

Brett Frampton
Financial Planner

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"Your fun, energetic and informative session was one of the highlights of the conference. The feedback from the planners was excellent and we hope to discuss ways of integrating your Lifestyle Planning Model into our Financial Planning Model."


Indy Singh
Managing Director, Fiducian

 

"Your humour, fun and lively audience interaction was just what was needed on the day - it was ideally woven with a very strong, extremely relevant and practical lifestyle planning message for our clients with real "take home" value."


Rod Dunn
NSW State Manager, Retireinvest

 


Client Focus

"... it will help me re-assess my client focus which in turn will help me to improve my overall performance."

 

Jeff Jolly

Senior Financial Planning Manager, SA

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"Above all, Ian puts the emotion and fun into financial planning for clients. He makes my client's goals come alive."


Elke Richardson
Tower

 


So Many Areas To Explore

"There are so many areas we can explore to make the experience more valuable for them and to enrich the client experience.  I think it's really valuable."

 

Sanober Bulsara

Financial Planning Manager

Parramatta Business Banking Centre

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"A vibrant, inspiring style to get clients excited in planning their future life."


Keith Peel
Rothschild Consultant

 


Working Smarter

".the program allowed me to revisit my business and work out what's running most effectively. I do think that I could be doing it smarter . although I am reasonably good with the client, you've given me a lot more ideas than before. 

Unique Value Proposition is helpful as it helps to give a short concise differentiation to a client - and a Client Relationship Management system to make sure everything is in place to be able to work smarter."

 

Vicki Carr

Financial Planner, VIC

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"…extremely relevant, dynamic and fun - a totally enjoyable experience. You had a real lifestyle planning message for retirement and pre-retirement which fitted perfectly with Paul Clitheroe's financial planning presentation …"


 Christine Lion
Public Relations Manager, Ipac

 


 Getting Clarity

".best thing about the New Generation Advisor program is getting myself & wife to sit down and do the Lifestyle-Driven Financial Planner and work out our goals and get clarity around our future. One of the best things we've done; lots of things we didn't know about each other. Great to get clarity around where we're going and putting the baby steps into place to deliver the future that we want."

 

Mark Williams

PDM, SA

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You can contact us by
phone 61 +2 9979 4949, fax 61 +2 9979 4969,
or email info@lifebydesign.com.au