Over the years we have worked with Financial Services teams from ANZ, AMP, National Mutual, BankWest, Getley Paulsen, EBM, Bain and Co, Godfrey Pembroke, Genesys Wealth Advisors and several others.
In addition we have presented to Singapore Insurance Brokers Association, NIBA (National Insurance Brokers Association of Australia) and The Financial Planners Association of Australia.
Our Financial Services Clients have loved content including:
1. Positioning Yourself as the ‘Go To’ Financial Services Provider in Your Niche
2. Capturing, Mapping and Modeling the Best Practice Sales System for Financial Services Sales Success
3. Leading and Motivating a Successful Financial Services Sales Team
4. The R Factor in Financial Services Sales and Marketing Success
5. Client Service, Client Segmentation and Account Management in Financial Services Success
‘Sales increased 30%.. … and the results in the general office environment (with productivity and efficiency) were even more outstanding..
… It’s about implementation, and that’s what you deliver to a business..’
- Lawrie O’Neill CFP® is a Principal Consultant with over twenty years experience in banking, investment and financial planning. He has achieved numerous accolades including being named Deutsche Bank Consultant of the Year. Also, he was recently recognised in the Money Management Consultant of the Year Award for 2004.
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