Has your team completed our financial services Member Experience Program?

Now is the time to implement coaching that is tailored to your team.

After training is complete embedding what has been learned is critical for long term results and benefit. Our Elevate program delivers coaching through real-life situations, one on one interaction with an expert and regular reporting back to the organisation on the progress of the participants. These key focus areas and our expert team is what how our Evolve program  achieves lasting cultural change within organisations.

Our 6-month coaching program is based on the learnings obtained from our member experience program, designed for industry to deliver results and works to build the new skills learnt into everyday occurrences, cementing the sales uplift created by our customised training.

Participants are given a number of one on one meetings with industry professionals and a comprehensive specially designed workbook and activities, all scheduled over a 6 month period.


Our Elevate focuses on;
  • Improve Staff Skills
  • Leverage Your Database
  • Engage Frontline Staff in Sales Campaigns
  • Retain Your Members
  • Stimulate Referrals
  • Generate New Leads
  • Deepen Relationships
  • Increase Volume
  • Reduce Business Loss

Would you like to talk to an ISM representative about Elevate?

Ready to get started?

Ready to start but have a few questions? Get in Touch