SPARK TANK COACHING Where Financial Services Professionals come for GROWTH - Spark Financial Group
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SPARK TANK COACHING Where Financial Services Professionals come for GROWTH
With the challenges facing the financial services industry, are
you and your team performing to optimum potential?
Business Acumen, Great Leadership, and Sales Mastery = SUCCESS
Do you recognise these issues:
“I want to be great at being both a financial planner
and a business owner at the same time, but I am
not sure I am doing it the best way”
“I want to be a great leader and have a highly
productive and engaged team, but I’m not sure
how to create one”
“I want to grow my practice, but I need to make
sure they are the right clients for my business”
Key Causes:
Lack of personal development
Many leaders fail to invest in themselves as a leader and as a
business owner, this impacts on their ability to adapt to the
fast-changing environment of the financial services industry.
Lack of leadership training and development
Many financial planners are great financial planners, but many have
not had the opportunity to develop their people leadership skills
required to empower and lead productive and engaged teams.
Lack of proactivity around sales growth
Many financial planners are so busy that they haven’t discovered
clarity around how they will grow their business and follow the right
process to onboard the target clients effectively.
Would you like these outcomes?
Highly focused Relevant and Highly productive The right
business operation streamlined and engaged teams lifelong clients
business strategy
An abundance A positive, secure Higher profits More time
of sales and certain future to enjoy
The Spark Tank Coaching Program
The Spark Tank Coaching Program covers 3 critical components to help you and your team achieve
success:
BUSINESS LEADERSHIP SALES
ACUMEN EXCELLENCE MASTERY
The Business Acumen The Leadership Excellence The Sales Mastery
coaching includes: program includes: program includes:
3 x 2 hours of targeted individual Six – 90 minutes weekly live group 3 days’ worth of masterclasses
coaching with Arthur focussing masterclasses to help you develop complemented with online group
on the following areas: your leadership excellence and get sales coaching. The masterclasses
the best of your people with topics can be attended face- to- face in
covering: Adelaide or online.
1. Business Strategy & Design: 1. Communication, The Key to DAY 1: Communication Mastery 2.0
The Battle for Relevancy and Effective Leadership shows you how to read people and
The Equation For Change 2. Empowering Employees through relate to them appropriately. By
2. Utilisation: What is your RPM? Effective Delegation doing so, you maximise sales
3. Growth: Acquisition vs. 3. Developing Emotional conversions.
Organic or both Intelligence In Leadership
4. Analysis: What is measured 4. 10 Qualities of an Inspirational DAY 2: Business Development
gets done Leader Academy helps you develop the 7
5. Mastering the Art of Feedback core Business Development skills.
6. How to run Productive and They include:
Engaging Meetings
1. Planning
This program includes weekly 2. Prospecting
sprints help to accelerate learning to 3. First Impressions
tackle team development and boost 4. Qualifying
leadership skills. 5. Demonstrating
• A leadership scorecard will be 6. Influencing
completed to evaluate your 7. Closing
successes and areas for
DAY 3: Business Development
development.
Academy continues developing
• Tools, techniques and skills
these 7 core Business
are developed during these
Development skills.
sessions to accelerate
engagement, performance
and profitability.
• Each masterclass includes
Q & A and recordings to drive
implementation and outcomes.
How does it work:
STEP An information session will share how the Coaching Program works, what
01 it covers and an opportunity to meet your Spark Tank Coaches. During this
session we will identify if you are a right for the program.
Once we establish that we want to work together, a letter of engagement
STEP
is provided along with pricing, dates and terms and conditions, once
completed and returned we can move onto Step 3.
02
STEP
03
We begin the onboarding process and commence enrolling you into the
preferred dates of the program.
STEP
A latest generation DISC assessment is completed followed by a personal
debrief via zoom at a time that suits you.
04
STEP
05 You begin the Spark Tank Coaching Program and start your journey.
On completion, a group session will be held to review progress, get a clear STEP
plan forward to embed and sustain change and determine any future
needs.
06
Our Leadership Excellence and Sales Mastery Programs are run 3x times
per year between the months of February and November…
All our workshops have limited spaces so each participant gets
the help, support and guidance they need…
The Spark Tank Coaching Program
ONGOING
COACHING &
ACCOUNTABILITY
BUSINESS
ACUMEN
FINANCIAL
PLANNER ONLINE
TRAINING
SALES
MASTERY
PROGRAM
DIGITAL
MARKETING
LEADERSHIP
EXCELLENCE
PROGRAM
Additional services post program
Coaching and Accountability
Coaching can be done individually, in teams, or groups and is there to ensure
you achieve the goals you set, and you have someone in your corner to be your
sounding board.
Digital Marketing
Part of your growth strategy involves automated lead generation online. We
teach you how to use social media and online funnels to build a relationship with
new people, educate and inspire them before converting them into clients.
Financial Planning Online Training
This online training program provides a structured meeting process for
financial planners and Financial Planning support roles to follow to conduct
consistent structured and meaningful conversations and build genuine
relationships with clients.
This program covers 4 months of ongoing support to embed and sustain the
change.Brands We’ve Worked With
What our clients say about us
Michael Mckenna - General Manager Darren James – Director MBA Financial
Customer Service Uniting Care Queensland Strategists
“Kylie is an incredibly valuable Executive “I personally attended Bram’s course with
Coach and Leadership Development expert. I the aim of being able to refocus on the
have been fortunate enough to benefit from important things both in my business and
Kylie’s depth and breadth of experience in personal life and ‘re-ignite the fire’ so to
financial services, and have had the pleasure speak.
or working closely with her to develop
programs for my team.” I am pleased to say that my objectives were
achieved and the work we did over the
Eddy Bin - Managing Partners, ODV couple of days provided me with the tools I
Accountants and Financial Planning needed to identify those things that are
important to me and ‘why I do what I do’
“Bram has made a positive contribution to
every day.
our firm, he has assisted both individuals in
the firm and the firm itself to grow overall in
The course has provided me with a
many ways. We enjoy his passion and the
reference point that I now use on a day to
value we are both able to generate to current
day basis to make decisions both in
and future clients.”
business and family life and make sure that I
remain on track to achieve my goals.”
Lisa Kay – General Manager Energy Super
“Kylie is a master coach and is able to drill Ron Pratap
into the essence of a coaching issue to help
“Arthur has been a great driver in helping me
bring out the best in our people. She is a
to set up my business with Spark, Arthur has
delight to work with and relentless in her
helped me with my business and marketing
approach to helping others achieve great
plan as well as stuck to his word with the
outcomes for members. I would thoroughly
support offered. I found that Arthur has
recommend her to any Advice business and
driven Spark to where it is today and is very
would welcome her back any time.”
different compared to other models on the
market. The back office support as well as
Andrew McWhirter
compliance, marketing, lead generation and
“Arthur has created a financial services ongoing technical assistance allows me to
model second to none. His vision, belief and have more face to face time with my referral
passion lead his field and the support and partners and clients. Operating the business
guidance he gives to his team of licensees is on my own is a roller coaster ride and Arthur
at the top of the market. Having worked with has been a great sounding board as well as
many specialists within the finance market, Mentor to me.”
from brokers and planners, to Dealer Groups
and more, the one word I would use to
describe Arthur is “Influencer”. Arthur is one
of those guys you want to follow.”Call today for an obligation free discovery session Contact details: Arthur: 0432 132 123 Website: www.sparkfg.com.au/business-coaching Kylie: 0409 129 723 Linkedin: www.linkedin.com/company/sparktankcoaching Bram: 0415 273 353 Email: info@sparkfg.com.au
In a financial services career spanning 20 years, Arthur Kallos has been
dedicated to becoming an expert in financial services and has lead a number of
wealth management & advice organisations. He has built a reputation as a high
performance professional with the utmost level of personal and commercial
integrity.
Arthur has worked in both National and State jurisdictions for a number of
banking & wealth management institutions including St George Bank and BT
Financial group, as well as several privately owned boutique financial services
firms. Arthur has been recognised throughout his career with Westpac Group,
which included being awarded as St George Financial Planning Regional Manager
of the year 2008 & was BT Group’s Innovation Award winner in 2011 and led an AMP
practice to achieve National Conference in 2013 as a top 3 firm nationwide.
In addition, Arthur has extensive experience in assisting financial services
organisations implement strategy and successfully deliver Wealth Management
ARTHUR KALLOS solutions to their clients. He has been recognised in the media for the
development and distribution of ‘New to Market’ Financial Advice models and
offerings which became full scale operations across several financial services
organisations from the majors to local business.
Kylie Denton is a bestselling author and highly experienced business consultant,
professionally certified coach and leadership expert specialising in the financial
services, banking, insurance, and wealth management industries.
With over 25 years’ experience in Financial Services, a formal background in
psychology and counselling and a proven record in helping leaders and
organisations achieve maximum success.
Kylie works with blue chip companies like QSuper, Suncorp, NAB, Energy Super,
Blue Care, helping organisations accelerate engagement, performance, and
profitability by designing, developing, and embedding sales conversations
frameworks.
Kylie designs leading edge leadership programs that deliver change, not just
training so you have leaders that know how to lead, are confident to lead and can
successfully build a high performing team and culture. KYLIE DENTON
Bram Lagrou is a Belgian born Psychologist, the author of “Selling Is Out. Create
Buy-In”, host of the National Sales Conference, and the creator of training
programs such as Communication Mastery, Best Year Ever, Business
Development Academy and Speak Up Clean Up.
Prior to his move to Australia in 2010, Bram was with Regional European Sales
Manager and International Trainer at Watkins Manufacturing Corporation, a
Fortune 500 Company. His experience spans across 25 countries where he has
mentored numerous teams to increase revenue and profit margins while
making a positive difference.
Personal development plays a dominant role in Bram's life. He has been
personally trained by global leaders such as Brian Tracy and Brendon Burchard.
In 2013 and 2014, Rob Chapman, former CEO of St George Bank, acted as a
BRAM LAGROU coach to Bram to keep him truthful to his purpose. Currently, Bram
collaborates with international best-selling author Dr John Demartini.You can also read
