Welcome to Advice. Cultivating. Workshops. Mastering the delivery and pricing of valuable advice for your clients

Transcription

1 Welcome to Advice Cultivating Workshops Mastering the delivery and pricing of valuable advice for your clients workshop : role play : critique : experience : implement : accountability The Next Workshop series commences in Sydney on 13th May 2011

2 1 I guarantee our Cultivating Advice Workshops will provide your advice firm with the direction, the leadership, the expertise, and the confidence to build a great advice firm. The Cultivating Advice Workshops will show you how to: thrive in an inevitable commission-free, opt-in/opt-out, fiduciarybased advice marketplace price your valuable financial advice engage your advice clients position your price every year obtain ideal advice clients and grow your firm My business Strategic Consulting & Training (SCAT) - has skilled over 250 advisory firms since we commenced the program in late Each implementation has been unique. Our success comes from: focusing on your desired business outcomes not making any assumptions about what s required for your firm monthly tracking of your performance driving your unique implementation of Cultivating Advice, and holding you accountable to your potential as an advice firm. Our goal is simple create a new advice profession by helping firms like yours become one of the most valuable advice firms in the market. Are you ready? Jim Stackpool Managing Director Strategic Consulting and Training Pty Limited jjs@scat.com.au Cultivating Advice Cultivating Advice is a registered worldwide trademark of Strategic Consulting and Training Pty Limited All Rights Reserved

3 2 What s involved Price is your best time management tool Attendance 4 (i.e. quarterly) x 1 Day Cultivating Advice Workshops (9.00am 4.30pm) in Sydney. People learn skills differently. We will attempt to skill each participant in core subject matter to a level of mastery effective for their current and future roles. Research based materials, role plays, critiques, workshops, and lectures are some of the methods used to build participant confidence in applying our scripts, templates, principles, and theories. Ideally at least two people from your firm will attend to accelerate and support your implementation. Monthly Progress Reviews A SCAT coach will conduct a 45 minute progress call with your firm every month between workshop sessions. The focus of the call will be to keep participants on track with their program goals and to focus on any opportunity, challenge or breakdown that may be present. No matter how well run our workshops are, business life between workshops always intervenes. Our SCAT coaches are there to assist your implementation to overcome inevitable obstacles whilst encouraging you to use the program to its fullest extent. Each month your firm must submit evidence of your implementation efforts for assessment by our coaches. These could include examples of your client engagement conversations (i.e. transcripts), your terms of engagement letters to clients, your pricing models, or your progress towards goals. Fees Annual Professional Fees for Cultivating Advice Workshops are $15,500+ GST. Additional participants from your firm are charged an extra $1,500 + GST per annum. Our experience implementing Cultivating Advice with over 250 firms has shown us that for firms sending multiple participants, the implementation is quicker and so are the results. Consider bringing people who will be in client meetings with you, who want to learn, and who want to help you build a great advisory firm. Your commitment is for at least one year with fees payable quarterly, in advance of each workshop session.

4 3 Are the fees worth it? We aim for progress not perfection Success means different things to different people. You alone can decide whether our professional fees represent value for you and your firm. Bear in mind, the decision to attend is more than a financial one. The breakthroughs our clients have achieved in Cultivating Advice required a strong commitment, a fresh mindset and a clear focus to build a great advisory firm. We can, however, confidently predict that Cultivating Advice will accelerate your firm s mastery of: Pricing your services based upon the quality of your advice Attracting ideal advice clients and help you achieve some of the following business outcomes in the new world of advice: 80% uptake by your ideal advice prospects 2 new referrals per 3 advice clients per annum 40% profit per client every year 60% client face-to-face time per adviser 90% clients thrilled with your advice PE 10 +

5 Cultivating Advice coaching advisers to build a world class business for the quality private client Cultivating Advice Testimonials Ready, Fire, Aim. 4 I feel that our business has been lacking some future direction. This program provided the tools for us to move ahead. Brad McNaught (It s Your Money Pty Limited, Erina) Cultivating Advice has catapulted my business thinking by years, and forever changed my business. Xavier Craven (Hilross Financial, Sydney) Cultivating Advice has taken me out of my comfort zone. I have begun working to a business blueprint that I am convinced will yield a much better return for me and my clients. Bruce Christie (Centric Wealth Advisory Pty Limited, Sydney) This course provided me with the confidence to have much broader conversation and provide leadership with the most senior executives. Stacey Martin (National Australia Bank, Sydney) The Cultivating Advice program has been like starting again as an adviser but at a much higher level as an owner of a wealth management business of the future. Mark O Toole (Ascent Private Wealth, Melbourne) Certainly the most personally challenging Financial Advising Program I have ever attended. John Morello (JMA Financial Planners, Nelson Bay) As a result of Cultivating Advice I see a different future for our business one of faster growth, higher quality and easier management. Paul Carroll (WB Financial Management, St Leonards) There are no comfort zones with this course. Conventional wisdoms are turned on their heads. Nothing goes unchallenged. Tim Eustace (Grosvenor Financial Services, Sydney) Uncomfortable? Yes. Challenging? Yes. Powerful? Yes. Steve Garrett (Avenue Capital Management, Newcastle) Their direction and accountability are priceless Daniel Brammall (Australian Independent Financial Advisers, Canberra) It's obvious Jim Stackpool and his team know what they are doing. They have done this before, it's what they do. It will change you and your business forever Phil Smith (Hunter Financial Planning, Newcastle)

6 5 Declaration of Acceptance Trust can t be built when judgment is present The curriculum of Strategic Consulting & Training s Cultivating Advice Workshop program is designed to assist our firm to reach its next level of success as a financial advice firm. During this program, our firm will focus on agreed implementation plans and commitments to become more productive. During this program, my firm will receive materials owned or under license arrangements from Strategic Consulting & Training Pty Limited. We understand that apart from our internal use, we are prohibited from reproducing any of these materials and any trademarked or copyrighted information as well as any of the concepts, strategies, tactics, methods, materials and other intellectual property for any commercial use without specific written permission from Strategic Consulting & Training Pty Limited. We are applying for acceptance into Strategic Consulting & Training Cultivating Advice Workshop program. We understand that all decisions and actions that we make because of our participation are our own. We understand the consequences of such decisions and actions are entirely our own responsibility. We understand that we are required to pay a program fee of $15,500pa + GST (plus $1,500pa + GST for each additional participant) to secure our position in Cultivating Advice and to commence our quarterly workshop sessions and monthly coaching support. We acknowledge the fee will be paid quarterly, in advance of each quarterly workshop via direct debit to Strategic Consulting & Training bank account: Bank Of Queensland North Sydney NSW BSB Account Number Professional Fees will be due in full on receipt of invoice. Professional fees do not include any travel or accommodation costs. Participants are responsible for arranging their own travel and accommodation. Cancellation of your participation less than a fortnight prior to a workshop session may incur a 100% cancellation fee.

7 6 Declaration of Acceptance (continued ) Good, Better, Best In the unlikely event of an emergency, Strategic Consulting & Training reserves the right to reschedule the session and/or substitute coaches. Participation in the program can be cancelled by either party with a quarter s notice. In the unlikely event of an agreed termination within the first twelve months, there will be no continued liability on Strategic Consulting & Training to deliver additional program materials or support. It is envisaged that the following team members from our firm will participate in the Cultivating Advice program: Name Position Years of Service Equity Holding? I accept all above terms and conditions: SIGNATURE NAME POSITION DATE Please fax (or scan/ to scat@scat.com.au) the two page Declaration of Acceptance to SCAT at