by Infocus Author
Queensland-based Infocus Group today advised the national rollout of its ‘Building a High Performing Advice Business’ Program has been a great success, with more than 100 advisers licensed through the Infocus and Patron AFSLs now having attended. The ‘Building a High Performing Advice Business’ Program is an ongoing masterclass focused on client engagement, presentation and implementation of quality advice. The Program was developed in response to adviser demand from within and outside the Infocus Group.
The Program is structured over a 12-month period, with an initial one-day Workshop and intensive group coaching session, followed by three further half-day Workshops spread three months apart. In between each Workshop, advisers work on a 90-day implementation plan with the Infocus team to embed the new client engagement techniques and commitments made in each 90-day plan period.
Advisers act as a peer reference group within and beyond these sessions, coaching each other and sharing ‘tips and traps’ on what’s worked for them, creating a strong community of best practice and culture among advisers. The Program is delivered by Infocus Group Founder Darren Steinhardt, whose own financial advice business grew rapidly to an annual multi-million-dollar turnover.
Business Owners David and Lyndal Winnett from Maryborough in Queensland are converts after commencing the Program earlier this year. David said, “In the ‘every day’ of constant interruptions and business life it is easy to lose your way and focus on what you’re trying to achieve for your clients and your business, only to find yourself back where you started days ago not achieving the things you have set out to do. Attending the “Building a High Performing Advice Business” Program has helped me change the way I operate and continues to challenge me to adopt best practice processes for business efficiencies and the delivery of quality advice in a timely manner”, he said.
Adviser James Sherwood of New Farm in Brisbane said “I have recently joined Infocus after searching for a dealer group that can provide me with the tools to build a sustainable client base that has a proactive and succinct view on compliance. It was a pleasure to see that Infocus recognize that this requires generating and converting prospects to clients and the value needed to retain clients. It was great to see the Founder of the Group lead this workshop and share his experiences.”
Rod Bristow, Managing Director and CEO of Infocus, said “Our vision of providing quality advice for Australians from all walks of life comes to life through our ‘Building a High Performing Advice Business’ Program. This is resonating with advisers, who like our approach to helping re-engage around why they got into financial advice in the first place – to help clients. The Program is identifying and accessing immediate opportunities for growth for Program participants”, he said.
For more information, contact Rod Bristow, Managing Director and CEO, Infocus Wealth Management, 1300 463 628 or visit www.infocus.com.au