Cost effective pricing for participants located anywhere

Cost effective pricing for participants located anywhere 2017-02-20T02:43:30+00:00

Virtual Edition: $645 (per participant, plus GST)

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Each CLIENTS BY REFERRAL® Virtual Edition experience is run uniquely for each client allowing us to customise the discussion, focus and outcomes for that industry and business. CLIENTS BY REFERRAL® requires a minimum of 10 participants, with up to 20 participants in a single stream. Larger organisations can run multiple streams and discounts are available for large group bookings.

Your investment is all-inclusive of everything associated with the experience…

  • 5 x 45 interactive online online modules with access to…
  • 6 x video role-play demonstrations
  • 5 x pre-recorded 15 minute replays of the live virtual sessions
  • Numerous examples, templates, downloads and handouts
  • A personal learning journal which updates with their key discoveries and can be emailed to them at any time as a ‘workbook’ of information and outcomes
  • 100s of insights, comments and tips from other participants through peer-to-peer learning technology
  • 8 x on-the-job activities completed between the live virtual sessions (with reporting back to your management) to drive actual implementation
  • PLUS the 5 x 90 minute live virtual sessions with toll-free phone audio for every participant
  • Integrated toll-free phone audio for all participants in any country
  • Regular reporting to management on attendance and completion
  • Direct 1:1 email coaching support for participants with their facilitator
  • Completion certificate for each participant (upon request)
  • Final debrief with your facilitator on next steps and outcomes
  • NO travel costs required for any participant or the facilitator
  • NO room hire or refreshment costs for any participant or the facilitator
  • Professional Development
    • All Professionals: 225 minutes of online content, 450 minutes of live virtual training plus 60 minutes of on-the-job activities
    • Financial Planners: CDP Accredited by the Association of Financial Advisers (AFA) for 2.1 points of Practice Management and 8.7 points of Skills. CPD Accreditation number provided on the certificate upon full completion of the experience

Online Edition: $245 (per participant, plus GST)

Contact us for discounted rates for bulk purchases of 5 or more participants at a single time.

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Each CLIENTS BY REFERRAL® Online Edition is for a single participant enrollment.  Discounts are available for bulk enrollments made at once (5 or more enrollments made at a single time). Your investment is all-inclusive of everything associated with the experience…

  • 31 x sections with over 2 hours of information, templates and downloads
  • 32 x HD videos of an additional 2 hours of key content, role-play examples and interactive discussions
  • 8 x on-the-job activities to focus your next steps in the implementation process
  • A personal journal for each module, which automatically captures your key discoveries, allows you to add your own notes as you go and can be emailed to you at any time
  • Over 200 key insights highlighting key information, ready to be added to your personal journal
  • Peer-to-peer learning as you review discoveries from other participants, compare your successes (and challenges) and add your own insights into the experience
  • Upon completion you can request a Professional Development certificate
    • All Professionals: 250 minutes of online content plus 60 minutes of on-the-job activities
    • Financial Planners: CDP Accredited by the Association of Financial Advisers (AFA) for 8.25 points of Practice Management. CPD Accreditation number provided on the certificate upon full completion of the experience