"An Innovative Range of Fresh Relevant Topics..."

 

Employee Engagement Topics

We help you better look after your people so they better look after you and your bottom line. Assisting organisations engage & retain their top talent through Self-Leadership, Work Life Balance, Job Fulfilment and personal Cashflow Management.

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Topics Include:

So Engaged, You Forgot To Go Home

Self-Leadership

Essential Strategies To Work Life Balance

 

Ideal Markets:

All companies wanting to engage & retain people

 

"...We have a waiting list already for the next round of sessions. Thank You Ian."

Victoria Borg

Tower Australia

 

Financial Topics

These topics are specifically designed for the financial services professionals for those who want to attract and retain better quality clients - as well as achieve a better lifestyle for themselves.

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Topics Include:

Creating a Better Lifestyle for You and Your Clients

 

Back to the Future: Fully Automated Lifestyle Planning

 

The 10 Strategies of the New Generation Advisor


Ideal Markets:

Specialist Financial Services

 

"Outstanding. Ian was amazing, interesting and entertaining.. .80% of attendees rated Ian as 'excellent' and the other 20% rated him as 'very good'. Most importantly what he said makes sense and is usable in every day life"

Financial Planning Association of Australia

Employee Engagement Topics

   

So Engaged, You Forgot To Go Home

Keeping the People that Keep You in Business

     

CEO's now rate employee engagement as the No. 1 critical success factor with 90% of organisations dealing with this issue at board level.

  

We are all being asked to do more with less, but the new Australian dream is work life balance. Psychologically we all want more control. With Ian's help, forward thinking organisations are tackling this issue head on and creating sustainable win-win cultures.

  

The key is Ian's innovative "inside out" approach to employee engagement and retention through self-leadership. The problem is most people know what they don't want, fewer know what they really do want. We never have enough time to do everything, but always have enough time to do the most important things. The key is taking out a little time (in Ian's sessions) to work out what the most important things are.

 

For more information on online engagement systems now used by companies such as Ernst & Young and Best Employer Select, CLICK HERE.

     

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Self-Leadership

The Inside Out Approach

The main business mantra over the centuries has been 'The customer is Number One'.  However, a recent and major shift in organisational management is realising that any companies number one customer should in fact be their people. To be a great leader who creates a sustainable win-win culture, we must first look after ourself and make sure we are sustainable.  Self-Leadership is vital for any further success.

We are all being asked to do more with less. Psychologically everyone wants more control of their life and work. The problem is most people know what they don’t want, fewer know what they really do want. We never have enough time to do everything, but we always have enough time to do the most important things.  The key is taking out a little time to work out what the most important things are. 

Successful people, whether they do it consciously or not, have a success system. Through studying and modeling successful people we have found there is a system and formula to success. Let us show you how to "crack the code" with practical tools and systems.  Then if you can do it for yourself, you will be in a better position to empower others you lead.

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Essential Strategies to Work Life Balance

Easy Solutions for Busy People

Ian is the author of '52 Strategies to Work Life Balance', and an highly sort after corporate expert in the field of life balance and its positive benefits on the balance sheet.  He will show you simple, effective strategies for busy people.

  

Companies who recognise that human capital is their most valuable asset are engaging their employees with by giving themselves personal management skills. The three key pillars are:  

  

Work Life Balance, Job Fulfilment & Cash Flow Management

  

Benchmarking, clarity of vision, implementation plans and personal responsibility (by focusing on what you can control rather than getting frustrated about what you can't control) are key principles of this program. 

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Financial Topics

 

Creating a Better Lifestyle for You & Your Clients

The Ultimate Win-Win

Less than 10% of financial planners have a good lifestyle themselves. Therefore are they really being a good role model for their clients?

This program is a real win - win! It has the powerful dual benefit of increasing the quality of life of financial planners by personally engaging them in a lifestyle planning process and in doing so, introducing them to the rationale, benefits and seamless implementation of Lifestyle Financial Planning for their own clients.

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Back to the Future

Fully Automated Lifestyle Planning

Ian enhances your role in preparing for lifestyle and retirement success. It is now not enough just to plan client's finances; financial planners of the future will be helping clients plan the lifestyle.

"Lifestyle Financial Planning" has been hugely misunderstood over recent times, and once and for all we are here to demystify it. For Lifestyle Financial Planning to be truly successful it has to be meaningful and engaging for clients, while also being a simple systemised no-brainer for advisers.

After years of research and development Ian has now "cracked the code" with an automated system that helps advisers dramatically increase their value proposition, and their clients effortlessly set, manage and achieve their lifestyle goals simply and automatically. Let Ian show you how!

 
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The 10 Strategies of the New Generation Adviser

The Future Financial Adviser - NOW!

The session covers the vital strategies to becoming a New Generation Adviser and their relevance to the future of the financial services industry.

  

All participants receive a self assessment tool covering all ten strategies so they can effectively benchmark how their practice is currently rating. It will help identify opportunities for improvement as well as highlight unique strengths and in doing so raise the advisers own personal awareness and business potential.

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NOTE: All of the above presentations are available in the following format:
  • Keynote

  • 1/2 Day Program

  • 1 Day Program

For further details and availability,

please contact your preferred Bureau or Event Co-Ordinator