Astute Adviser Workshop - click here to enrol now
iCommunicate has built this tailored program for us to enable you to apply what you have learnt from the workshop so you get the most out of the AstuteWheel for your business (and earn 8 CPD points too).
Geoff Ivanac joined us at our last workshop and has shared his feedback with us...
"I thoroughly enjoyed the training on Friday. I think it is exactly what I was looking for to allow me to use Astute Wheel effectively. It was a refreshing way to do it and even though I was feeling jet lagged I was engaged throughout. It has certainly provided me with framework for a discussion!. I have sent out three questionnaires for meetings this week and already received two back".
My first client meeting after the workshop went well, in fact very well. I am over the moon about the quality of the meeting. Discussions lasted about 40 minutes and the Astute Wheel about 20 minutes. Not far off the benchmark. All signed up for a comprehensive plan. I could hear "my Why" coming through in the discussions. Opened ended questions unlocked some great responses. The client’s comment, “we trust you”.
Geoff Ivanac CA CTA FChFP F Fin
EverBlue
Survey results from advisers who attended the three Workshops in 2014. Here are just three of the Key Performance Indicators.




