Our facilitators have strong project management skills which allow them to work with clients and their professional advisers to get the job done.
- Strong project management skills
- Highly experienced facilitators
- A range of disciplines
Our educators work with advisers from around the country to help train and coach them into becoming facilitators for their own clients.
- Full day education programs
- Facilitation process and tools
- Virtual coaching and ongoing support
Our virtual coaching sessions are conducted online and recordings of each session are made available for future reference and include the following areas.
- Implementation of the process
- Engagement of clients and COI’s
- How to price and package