The Human Side of Financial Advice - A Group Coaching Program for PY Advisers and Early Career Advisers.
A group coaching experience for PY advisers and early career advisers to confidently connect with clients, build trust, and reach their own professional and financial goals.
No Risk, All Reward: Our Group Coaching Program Comes with a Money-Back Guarantee
Why This Matters More Than Ever
Because great advice isn’t just technical.
It’s human. It’s emotional. It’s about connection.
Clients today expect more than technical advice — they want to feel understood, supported, and confident in you the adviser.
Yet most financial planners were never taught how to handle high-emotional conversations, manage client emotions, or communicate value in a way clients truly feel. When connection is missing, trust erodes, referrals drop and even your best clients can quietly drift away - all because they don't feel you truly understand them.
That’s Where Group Coaching Comes in.
Drawing on 30+ years in financial services, a former adviser and a formal background in psychology, and experience coaching 1500+ advisers, this monthly group coaching program equips financial advisers to:
Communicate with empathy and clarity, even in emotional and challenging moments
Turn client hesitations into trust and long-term commitment and connection
Build relationships that last a lifetime
Achieve the financial and professional success you aspire to
This is where group coaching comes in. The program is practical, highly interactive, and designed to equip advisers with the confidence to have conversations that truly matter — and the tools to deliver tangible results in their client relationships.
Clients want more than a plan — they want clarity, empathy, and an adviser who genuinely understands and connects with them.
Most advisers weren’t taught these skills in traditional training, which is why learning by doing in a supportive group environment is so effective.
That’s exactly what this program addresses, giving advisers the experience, insight, and practical tools to bridge the gap and elevate the human side of their advice.
The Human Side of Financial Advice is a Safe, Confidential Group Coaching Program for Advisers who want to:
Build confidence in their communication
Better navigate client emotions, objections and expectations
Develop meaningful, long-term relationships
Learn from others without fear of judgement
Elevate their client conversations from transactional to transformational
Set clear, personalised goals and track your progress throughout the program
Partner with peers through accountability buddy systems to keep growth consistent
Celebrate wins and milestones to build motivation and momentum
"The program’s success has left a lasting impression on our business and the advisers."
"The program’s success has left a lasting impression on our business and the advisers, and we wouldn’t hesitate to recommend Kylie as a speaker or facilitator to any organisation looking to deepen client connections and enhance the client experience. The combination of evidence-based insights, relatable delivery, and practical takeaways made this series a standout."
- Jackie Clark - Colonial First State, Director Adviser Education
Who This Is For
This program is designed specifically for:
Early career financial planners ready to deepen client trust, elevate their influence, and stand out in a crowded market.
Provisional financial advisers looking for structured, real-world guidance on how to connect with clients from day one.
Advisers who want a confidential space to reflect, grow, and share honestly—with like-minded peers.
We call it a mastermind for advisers.
What's Included
Areas We'll Dive Into Each Month
Each 60-minute live session with Kylie Denton goes beyond theory — it’s interactive, practical, and designed around the real challenges you face every day. Here are some examples of the kind of situations and breakthroughs we’ll work through together:
Navigating tough client conversations where emotions run high — learning how to listen deeply and respond with empathy to build trust, even when delivering difficult news.
Confidently communicating your value so clients see you as more than a adviser — mastering language and mindset shifts that turn conversations from transactional to transformational.
Understanding generational differences in clients’ financial goals and communication styles — tailoring your approach to connect authentically with diverse clients, from Millennials to Boomers.
Handling objections with empathy — helping clients move from “no” to “I get it and want it,” paving the way for deeper commitment — without pressure or discomfort.
Asking for referrals naturally and effectively — developing authentic conversations that clients welcome, helping you grow your business without feeling salesy.
Building long-term relationships that go beyond numbers — creating loyalty by showing genuine care for clients’ stories, fears, and dreams.
In every session, you’ll have the chance to:
Share your current challenges and hear how peers are handling similar situations
Participate in peer breakouts to practice new skills in a safe environment
Get live answers to your questions
Walk away with practical tools and templates you can immediately use with clients
The sessions are designed to be engaging and collaborative, with time for:
Teaching, live Q&A, and peer breakouts
Sharing challenges and success stories
Exploring case studies and real-world scenarios
Discussing tools, tips, and strategies you can apply immediately
Peer-to-peer learning in a safe, supportive environment
Partnering with a peer accountability buddy for goal-setting and follow-up between sessions
Regular recognition of participant milestones and wins to celebrate progress
Real-World Application
Sessions include case study discussion, shared challenges, and insights from across firms and career stages.
Safe Space for Growth
This is a place where you can admit self-doubt, speak openly, and ask the “silly” questions—without fear of judgement.
Access to a Private Online Community
Engage with fellow financial advisers anytime in a secure, supportive space. Share wins, ask questions, and get encouragement between sessions. Monthly “Ask Me Anything” sessions with Kylie add extra connection and support.
Bonus Resources and Extras
Downloadable tools, templates, and conversation guides designed specifically for financial advice contexts
Access to exclusive guest expert webinars on trending topics
Live small-group deep-dive sessions to tackle your biggest challenges in a focused way
Choose Your Level of Support
Kickstart
$97/mo
includes gst (Introductory Offer)
Ideal for self-directed financial advisers and provisional advisers who want a supportive, practical space to build confidence, sharpen soft skills, and connect with peers.
Includes:
Monthly 60-minute group coaching session
Peer connection + shared learning space
Timely and High impact topics
Access to the private online community
Accelerator
$197/mo
includes gst
For engaged advisers ready to deepen their client relationships and elevate their communication with structured learning and expert guidance
Includes everything in Kickstart, plus:
1x quarterly Sales Excellence Workshop every quarter – designed to boost ability to engage clients.
Exclusive guest expert webinars
Session replays and implementation toolkits
Practical templates + conversation guides
Priority access to resources
Mastery
$497/mo
includes gst
For committed financial advisers seeking personalised coaching and premium support to rapidly grow influence, confidence, and impact.
Includes everything in Accelerator, plus:
Monthly 30-minute private coaching with Kylie/month
Hot seat coaching during group coaching sessions (your Q's first)
Unlimited access to Sales Excellence Workshops
1–2 Priority 15-min Phone Support Sessions/month
Why It Matters
Financial advice isn’t just about numbers or products.
Clients invest with advisers they trust deeply. They stay loyal to those who understand their story, their fears, and their goals.
True success comes from building genuine connections — where empathy and trust create lasting relationships, not just transactions.
This program helps financial advisers show up with more clarity, confidence, and connection—so you can:
Build stronger client relationships
Improve referrals and retention
Grow your confidence and career
Achieve the financial and professional success you aspire to.
What Participants Say
"Kylie helped us to build a consistent approach to our advice conversation."
"Kylie came into our business like a breath of fresh air and helped us to build a consistent approach to our advice." - Lisa Kay, Chief Member Officer, Brighter Super
"Not your typical ‘set and forget’ soft skills training."
"Taking a client-centric team and service model like SuperGuardian’s to the next level needed a ‘master’ of conversations and coaching. That’s what we found in Kylie." - Josh Williams, Chief Operating Officer, SuperGuardian
"Kylie has helped us bring about real change."
"Far from being a generic "off the shelf" product, Kylie developed for us a bespoke program that catered to the different roles and personality types within our business." - Mick Doyle, General Manager, Accountplan
"Kylie is a thought leader in financial services leadership and sales"
"Kylie knows how to implement and influence change and has coached both myself and my advisers in leadership, sales skills and soft skills."
- Steven O'Donoghue, Head of Advice, BrighterSuper
"Kylie Denton is one of the best Leadership and Sales Coaches"
"We have referred many of our clients to her and all have been pleased with the experience- it is a very worthwhile investment." - Jenni Erbel, Director, Strategic Outsource Solutions
"The program’s success has left a lasting impression on our business and the advisers"
"Really really valuable. Any adviser would have something to take away. Anybody at their start of their career would really benefit." - Jackie Clark, Director Adviser Education, Colonial First State
Money Back Guarantee
We want you to feel confident investing in your growth. That’s why we offer a 30-day money-back guarantee—if you join the program and find it’s not the right fit within the first 30 days, simply let us know, and we’ll refund your investment in full. No questions asked.
After the first 30 days, we ask for a minimum commitment of 3 months to give you the time and support needed to experience meaningful results. We know real growth takes time, and this commitment helps you stay on track while we deliver consistent value.
If you decide to cancel after the initial 30 days but before completing your 3-month commitment, a cancellation fee or remaining balance will apply, reflecting the agreed commitment period.
We’re dedicated to your success and want you to feel fully supported throughout your journey.
Ready to Unlock Your Full Potential?
Spots are limited. Choose your level and join us:
Frequently Asked Questions
I’m already swamped with clients and compliance — how will I find time for this?
We understand that your time is precious. That's why our program is tailored for busy advisers. With flexible participation options, you can join live sessions, watch replays, or access resources at your convenience. Even dedicating just 15 minutes can transform your client interactions and build trust.
Will this program really address my specific challenges with clients?
Absolutely! This program is not about generic advice. It's about practical, personalized coaching that tackles the emotional and relational challenges of financial advice. You'll learn to handle objections, manage client fears, and build lasting relationships with confidence.
I’ve done sales or soft-skills training before. How is this different?
Our program is a community-driven experience led by Kylie Denton, focusing on real-time challenges you face. You'll receive ongoing support, peer learning, and accountability, making it more than just a one-time course or theory.
Which tier is right for me?
Kickstart: Perfect for those wanting to establish foundational client communication skills.
Accelerator: Ideal for advisers ready to deepen their skills with additional workshops and resources.
Mastery: Best for those seeking personalized coaching and tailored support.
You can start at any level and upgrade as your needs evolve.
What if I join and find it’s not a good fit?
We want you to feel secure in your decision. That's why we offer a 30-day satisfaction guarantee. If it’s not for you, simply let us know for a full refund—no questions asked.
Is this the right time to invest in coaching?
The landscape of financial advice is rapidly changing. Clients now expect trust, empathy, and clarity. Investing in coaching now means stronger client relationships, better referrals, and career growth. The sooner you start, the sooner you’ll see results.
I’m on a tight budget—how do I justify this expense?
Consider this an investment in your future. Building strong client relationships and referral networks pays dividends many times over. Starting from $97/month, it’s an affordable way to enhance skills that help you retain and grow your client base, reduce stress, and boost your confidence.
How do I explain this to my partner or practice owner?
We encourage open discussions about your professional growth. We can provide informational sessions or materials that explain how this program supports your development, enhances client relationships, and contributes to your business success.
What if I struggle or don’t see results quickly?
Growth requires time and effort, and facing challenges is normal. This program offers a supportive community and expert coaching to help you stay accountable and refine your approach. You’re not alone—we’re here for your journey.
I’m new to financial advice or still provisional—will this work for me?
Definitely. The program is designed for all experience levels. Whether you're just starting or have years of experience, you'll find tools, mindset shifts, and peer support tailored to your journey.
I’ve tried other programs but haven’t stuck with them. Why will this be different?
This is a coaching community, not just a course. You get live interaction, personalized feedback, and accountability. The focus is on sustainable change through practical skills, mindset shifts, and peer support, all led by Kylie Denton, who understands your unique challenges.