IOOF Advice Academy

Goals based coaching and business management for financial advice businesses

About our Advice Academy

We believe that building better advice businesses and delivering better client outcomes go hand-in-hand. That’s why our IOOF Advice Academy is leading the way in specialist training and coaching for financial advice businesses.

Better advice businesses. Better client outcomes.

Goals-based advice framework, developing industry talent, business support and team member training, integrated advice philosophies, coaching focused on client progression, tools templates and education.

Our Foundation program

Our Foundation program consists of four modules of learning, coaching and implementation. Each module is supported by interactive workshops, tools, templates, procedure manuals and around 120 hours of business coaching and consulting.

Our value-driven business model and client benchmarking tools are central to our program of engaging clients by using values and goals-based advice.

Business coaching Advice coaching Systems and process coaching
  • Business planning
  • Personal and business vision
  • Advice philosophies
  • Employee value proposition
  • Capacity planning
  • Cost to serve and pricing
  • Values-led conversations
  • Goals-based advice
  • Client engagement
  • Onboarding process
  • Client service model
  • Client benchmarking and progression
  • Efficient processes and procedures
  • Advice technology
  • Client benchmarking tools
  • Systemised back office process
  • Enable client engagement and goals-based advice