Lance Walker Email & Phone Number

Australia

The core business activity of life.advice.worth pty ltd is the education and coaching of financial advisers in relation to all aspects of ‘client engagement’ from initial customer contact through to client ongoing service. The main offering of life.advice.worth pty ltd are the Life Visioning and Goals Conversation (LVGC) and the Life Financial Blueprint Conversation (LFBC).Other business activities include, but are not limited to, the education and coaching of financial… Show more The core business activity of life.advice.worth pty ltd is the education and coaching of financial advisers in relation to all aspects of ‘client engagement’ from initial customer contact through to client ongoing service. The main offering of life.advice.worth pty ltd are the Life Visioning and Goals Conversation (LVGC) and the Life Financial Blueprint Conversation (LFBC).Other business activities include, but are not limited to, the education and coaching of financial advisers and business owners on:• target marketing• Client Value Propositions (CVP)• client segmentation and servicing• Statement of Advice (SoA) design• advice enablement (technology solutions e.g. XPLAN) Show less

Sydney, New South Wales, Australia

Provide SME guidance to all aspects of Project including the configuration and customisation of XPLAN to meet both salaried and self-employed adviser needs as well as the Licensee(s) requirements:• Provided coaching services to individual high value self employed practices relative to advice process enablement and client engagement through the XPLAN toolset • Change Manager as well as SME for the design, build, test and rollout of an Advice Wizard that enables an end to end advice… Show more Provide SME guidance to all aspects of Project including the configuration and customisation of XPLAN to meet both salaried and self-employed adviser needs as well as the Licensee(s) requirements:• Provided coaching services to individual high value self employed practices relative to advice process enablement and client engagement through the XPLAN toolset • Change Manager as well as SME for the design, build, test and rollout of an Advice Wizard that enables an end to end advice process including the production of Statements of Advice for transactional as well as comprehensive advice• Business assessment of other non-IRESS technology solutions such as Chant West Super Switching Tool • Development and release of outsourced solutions relative to paraplanning services and XPLAN customisation for the aligned self employed network Show less

Sydney, New South Wales, Australia

Ownership of all relevant advice processes, tools, templates, coaching and remediation services that enable the delivery of a quality compliant advice experience to consumers:• Developed a new approach to Quality Advice versus Quality Compliance for the broader business to pursue • Continued the development of Client Engagement Process (CEP) including managing the engagement of IRESS in the development of the first client goals tracking tool for the industry • Managed the SoA… Show more Ownership of all relevant advice processes, tools, templates, coaching and remediation services that enable the delivery of a quality compliant advice experience to consumers:• Developed a new approach to Quality Advice versus Quality Compliance for the broader business to pursue • Continued the development of Client Engagement Process (CEP) including managing the engagement of IRESS in the development of the first client goals tracking tool for the industry • Managed the SoA Template Library for the business as well as a range of adviser efficiency coaching services in regard to SoA production, adviser business process development and client engagement • Managed the overall remediation of adviser audit (compliance related) issues and breaches• Developed responses to Treasury in regard to the Future of Financial Advice Reforms, in particular opt-in Show less

Sydney, New South Wales, Australia

To research, develop, syndicate, pilot and rollout MLC’s Advice Philosophy approach:• Developed the Client Engagement Process (CEP) (values based and life approach to financial planning) including marketing material, two day workshop material as well as processes, workflows, templates, tools and client conversation scripts tor advisers to deliver a ‘compelling client advice experience’• Personally facilitated and delivered in excess of 35 two day CEP adviser workshops (350+… Show more To research, develop, syndicate, pilot and rollout MLC’s Advice Philosophy approach:• Developed the Client Engagement Process (CEP) (values based and life approach to financial planning) including marketing material, two day workshop material as well as processes, workflows, templates, tools and client conversation scripts tor advisers to deliver a ‘compelling client advice experience’• Personally facilitated and delivered in excess of 35 two day CEP adviser workshops (350+ advisers) • Refined CEP for NAB Financial Planning (NABFP) including implementation approach and conducted initial pilot skilling in 2008 for NABFP Gold Coast to identify any additional Licensee related business requirements Show less