This information pack provides an overview of the entire Elite Professionals Programme, but with a particular emphasis upon the High Performance Course which is one part of the overall programme. For experienced NZ financial advisers.

1. 36 Month Adviser Development Programme
18 May 2013
High Performance Programme

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Overview Contents
Content Page
Background 3
Why Frame 4 - 7
Programme Framework 8
Achievement Matrix 9
The Full Programme 10
Defined Objective 11
Programme Partners 12
Financial Investment 13
Return on Investment Assumptions 14
Scholarship Notes 15 - 18
Workshop Dates and Times 19 - 20
Basic Content Order 21
Next Steps Made Simple 22

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Background
Following a business trip to New York, Mike Barnes developed the concept of utilising the skills of a Risk Adviser to work
with accounting firms in the unique position of a ‘Pseudo Business Development Facilitator’.
Mike set about developing and running a programme for a select few advisers over a 24mth period in both the North and
South Island. During that time, Kevin Smee (who attended the programme as a ‘student’) and Mike discovered a range of
skills that seemed to be lacking in many advisers and it was during this time of working together that the idea was born to
develop a comprehensive programme that took advisers ‘on a journey’ to achieve the skills necessary to work effectively in
the business assurance market.
Kevin runs an incredibly successful advisory business specialising in all aspects of business insurance and has built and run a
team of 25 concurrent to being a director of The Ginger Group. Whilst working just 3 days per week, Kevin still writes close
to 30,000 API per month as he spends the rest of his waking days tirelessly helping fellow advisers to grow their business
and increase their professional standards.
Mike spent 9 years in the Insurance Industry, 5.5 as an adviser and 3.5 as a BDM for Sovereign Assurance under the
coaching and watchful eye of David Anderson. The past 13 years has seen Mike consult to a range of SME owners in the
areas of business development before developing specialist expertise in Professional Development Coaching for
Accountant's and Lawyers.
Mike Barnes has been a close friend of Tony Vidler’s for the past 23 years, as soon as the notion of developing a truly
comprehensive programme was hatched, there was no question in Mike’s mind that the skills and experience of Tony would
prove vital for adviser success. Tony has been involved in every facet of the Insurance Industry since the two met in June of
1990 and runs his own highly successful coaching business, specialising in working with those within the Adviser Industry.
The three agreed to join forces, skills and resource and set about building a 4 level programme designed to take advisers
into the domain of professional positioning that will see them taking their rightful place as an essential adviser to any Small
or Medium Business Enterprise.

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Whyhasthisprogrammebeendeveloped?
• The High Performance Programme has been developed to help
Advisers build better businesses so they (in turn) can better serve the
New Zealand SME marketplace.
• We know there’s roughly 400,000 SME owners in NZ receiving varying
degrees of business development and risk management advice.
• Our goal is to lift the standards of advice and improve the cohesion of
relations between Accountants, Lawyers and Advisers so that SME
owners enjoy more profitable and socially sustaining businesses.
• We will be running practice development programmes for accountants
concurrent, yet independent, of advisers for eventual introduction.

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Whynow?
• The Insurance Adviser industry is facing major changes at the
same time as major forces are influencing the other ‘trusted
adviser’ industry (accounting)
• Recent experience has shown the need for skills and resource
development for both advisers and accountants if they are to
be truly effective in working with each other.
• The sooner we ‘get started’ developing fundamental skills for
both groups, the sooner we can unite both ‘camps’ and
provide necessary support to SME owners of all sizes.

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WhyYou?
If you’re reading this discussion document then you fit one of two profiles that we believe
represents the greatest hope for New Zealand’s adviser industry.
1. You’re focused on increasing your skills such that you can rightly take your place at the table
of business discussions with accountants and lawyers in order to deliver a comprehensive,
professional approach to risk management, for the benefit of the client and their families.
You recognise the need for specialist skills in the area of social media marketing and
networking, understanding financials and formal governance protocols, being proficient in
the psychology behind modern consultative selling and main stream business development
concepts.
Or,
2. You’ve achieved a level of success within your advisory business and are now currently (or
planning to in the short term) recruit and train new advisers into the industry and you
recognise the need to learn specific skills around coaching and supporting team members
effectively.
3. You understand that being able to “do” doesn’t necessarily translate into being able to
“coach” and you value the skills of trained coaches to help you increase the success of your
recruits and ultimately, achieve greater leverage, profitability and succession potential from
your business.

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WhyAreWETheRightPeople?
• No other group or organisation has the skills, experience and
market acceptance necessary to deliver development programmes
to both advisers and accountants that is as far ranging in it’s content
and objectives (as it needs to be).
• Each of the principles are experienced in all aspects yet provide
specialist areas also. This makes for a very powerful ‘field
intelligence’.
• To change mind sets, skill sets and to provide the right resources
requires people who have done it, can coach it, and model the
behaviour with credibility.
• We are pragmatic and practical in focus - we are all results focused.
We understand the business better than most, and understand
advisers better than anyone.

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ProgrammeFramework
• 4 Independent workshops will be facilitated in Auckland, Hamilton, Christchurch and
Wellington.
• Each workshop will have a maximum attendance of 24 members and will be facilitated by at
least 2 coaches, per workshop session.
• Each Workshop Day has been split into two sessions, specific learning objectives has been set
per session and all attendees will be tested at the end of each day and again, at year end of
the programme. Final testing will be inclusive of Video Role play and will constitute ‘Peer
Review’ status as well as qualifying for CPD credits per Day.
• Attendance of the advanced programme ‘Elite Personal Development’ and subsequent
assistance with accountants and SME owners, will only be made available to prior attendees
of the ‘High Performance Programme’.
• High Performance delivery framework is as follows;
Pre-course application to secure ‘scholarship.’
Pre-course personality profiling
1 (2) Day Boot-camp
9 (Single) Day sessions (content pre-scheduled)
4 (1hr) Webinar sessions –with Vidler and Barnes Hosting.

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AchievementMatrix
•Preparation in Sales &
Facilitation that permits
a Somatic connection
with Clients.
•Planning and Field tools
to support all aspects of
building a successful
insurance business.
•Contextual Awareness
•Clarity in Your Sense of
Purpose
•Confidence & Self Belief
•Complete acceptance
of learning as a
‘circular’ process rather
than linear.
Actions Mind Set
Skill SetResource

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TheFullProgramme
Programme Why Programme Focus
Keys to Success
1 Coach
A foundation course for new entrants
focussing on core survival and sales skills
“Creating profitable producers” Being absolutely focused on ‘appropriate market’ for
attendee in terms of their ‘stretch ability’ with skills and resource to match. Future
clarity achieved with ‘development stages’ mapped out individually.
High Performance
2 Coaches
For experienced advisers still in
transactional work that need to
build successful business systems
‘Getting great ROI on YOU’. Identifying limiting beliefs and replacing with
enabling Purpose. Being consciously aware of Skill , Resource & Activity
deficiencies for dealing with smaller SME’s and building in readiness for
Elite Professional Programme. Client. New Client accumulation to come
from Marketing initiatives with a focus on personal prospecting ,
positioning, branding and communication strategies to establish the
Adviser as ‘the go to person’.
Elite Personal
Development
2 Coaches
For advanced or experienced
practitioners who are ready for a
quantum lift in personal business
performance and seek to develop formal
professional alliances to deliver services
to larger SME owners.
(Attendees need to have completed
prior Kinetic Planning Accountant
programme or EPP High Performance
Programme)
“Being as good as you can be.” Get skilled in Facilitation techniques that enable SME
owners and their advisers to jointly develop robust governance frameworks focussed
on risk management strategies. This is the foundation for building a Healthy Business
for the Risk Adviser, Accountant and large SME owner. Content includes advanced
technical concepts, and techniques for building formal COI alliances and working with
larger SME’s.
Sustainable Success
2 Coaches
For the business owner looking to
leverage growth rapidly through
corporatisation and repeatable
processes
“Building a legacy” Coaching skills and methodologies that can be ‘pushed down’
through a team to achieve a 70% success rate of new entrant to 100k API writer within
36 months.

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DefinedObjective
• 100% increase in submitted API per attendee, within 36 months of
attendance. (20% within 12 Mths, minimum each stage)
• To facilitate the critical knowledge and skills components, coupled
with a comprehensive learning framework and support, to allow a
professional adviser the very best chance of better serving their
clients and growing productivity, therein achieving business success.
• The High Performance Program will change the mind-set, skill set,
and provide the resources that enable the right actions to be
performed consistently to grow a professional adviser’s
productivity, profitability, personal performance and professional
standards.

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ProgrammePartners
• The Ginger Group has secured priority reservations for it’s
members and have taken the bold step of “Putting their
money where their mouth is” by becoming the first
Programme Partner.
• What this means;
As a Ginger Group member, your attendance fee could be subsidised under a
‘scholarship arrangement’ which basically requires a minimum level of attendance and
successful passing of tested elements.
In addition; If you have a signed Ginger Group membership prior to course
commencement and complete $150,000 API (or greater) during the 12 month period in
which the ‘High Performance Programme’ is conducted, you will be eligible for a lump
sum refund of your entire attendance fee!
In effect, The Ginger Group could pay the entire cost for you to grow your business.

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FinancialInvestment $6,000+GST payablein10Installments.
50%-50% split Adviser Incl gst Ginger
Group/Sponsor
Incl gst
August (prior to attendance) $300 $345 $300 $345
September 20th by A.P $300 $345 $300 $345
October 20th by A.P $300 $345 $300 $345
November 20th by A.P $300 $345 $300 $345
February 20th by A.P $300 $345 $300 $345
March 20th by A.P $300 $345 $300 $345
April 20th by A.P $300 $345 $300 $345
May 20th by A.P $300 $345 $300 $345
June 20th by A.P $300 $345 $300 $345
July 20th by A.P $300 $345 $300 $345
$3,000 $3,450 $3,000 $3,450

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YourReturnonInvestment(assumptions)
Number of props required by
Adviser to cover costs
Total
Programme
Cost
$ 6,000 Number of props required
by Adviser to cover costs
(plus gst)
Avg API Initial
Commission
95% $ 2,280
Avg Bonus 70% $ 1,596
% paid by
Adviser
50% $ 3,000.
0.78
Avg. API per
case for target
attendee
$ 2,400
Adviser
Revenue
$ 3,876

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ScholarshipNotes
• An Adviser enrols in the ‘High Performance’ Programme, at own cost and own risk.
• Regardless of whether a Programme participant is receiving a Scholarship or not, any
individuals right to remain in the Programme shall be subject to the signed terms of
engagement between said adviser and Elite Professionals Programme Ltd.
• Programme Partners can provide Scholarship entitlements and subsidise Programme cost for
chosen Scholarship recipients. The on-going entitlement to the Scholarship subsidy is
determined by the Programme Partner, who can establish whatever reasonable and fair terms
and conditions it chooses to with any Programme participant, subject to our agreement.
• For example, a Programme Partner may elect to provide a Scholarship (subsidy) to advisers
and reserve the right to withdraw individual subsidies if a chosen adviser failed to meet
minimum criteria such as;
1. Attendance or participation in the Programme,
2. Successful completion of all learning objectives tests,
3. Failure to achieve on-going business support of the Programme Partner by the Adviser at a
pre-agreed level’.
• You will need to discuss the terms relating to the support provided to you, directly with your
‘scholarship provider’.

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WorkshopDatesandTimes
Month Date Time
Day 1 & 2 (Boot-camp) August Thrs 1st & Fri 2nd 8.30am – 5pm
Day 3 September Thrs 5th 8.30am – 5pm
Day 4 October Thrs 3rd 8.30am – 5pm
Day 5 October Thrs 31st 8.30am – 5pm
Day 6 February Thrs 13th 8.30am – 5pm
Day 7 March Thrs 6th 8.30am – 5pm
Day 8 April Thrs 3rd 8.30am – 5pm
Day 9 May Thrs 1st 8.30am – 5pm
Day 10 June Thrs 5th 8.30am – 5pm
Day 11 July Thrs 3rd 8.30am – 5pm
Auckland

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WorkshopDatesandTimes
Month Date Time
Day 1 & 2 (Boot-camp) August Mon 5th & Tues 6th 8.30am – 5pm
Day 3 September Fri 6th 8.30am – 5pm
Day 4 October Fri 4th 8.30am – 5pm
Day 5 November Fri 1st 8.30am – 5pm
Day 6 February Fri 14th 8.30am – 5pm
Day 7 March Fri 7th 8.30am – 5pm
Day 8 April Fri 4th 8.30am – 5pm
Day 9 May Fri 2nd 8.30am – 5pm
Day 10 June Fri 6th 8.30am – 5pm
Day 11 July Fri 4th 8.30am – 5pm
Hamilton

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WorkshopDatesandTimes
Month Date Time
Day 1 & 2 (Boot-camp) August Tues 27th & Wed 28th 8.30am – 5pm
Day 3 September Thrs 12th 8.30am – 5pm
Day 4 October Thrs 10th 8.30am – 5pm
Day 5 November Thrs 14th 8.30am – 5pm
Day 6 February Thrs 20th 8.30am – 5pm
Day 7 March Thrs 13th 8.30am – 5pm
Day 8 April Thrs 10th 8.30am – 5pm
Day 9 May Thrs 8th 8.30am – 5pm
Day 10 June Thrs 12th 8.30am – 5pm
Day 11 July Thrs 10th 8.30am – 5pm
Christchurch

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WorkshopDatesandTimes
Month Date Time
Day 1 & 2 (Boot-camp) August Thrs 29th & Fri 30th 8.30am – 5pm
Day 3 September Fri 13th 8.30am – 5pm
Day 4 October Fri 11th 8.30am – 5pm
Day 5 November Fri 15th 8.30am – 5pm
Day 6 February Fri 21st 8.30am – 5pm
Day 7 March Fri 14th 8.30am – 5pm
Day 8 April Fri 11th 8.30am – 5pm
Day 9 May Fri 9th 8.30am – 5pm
Day 10 June Fri 13th 8.30am – 5pm
Day 11 July Fri 11th 8.30am – 5pm
Wellington

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High Performance Programme Contents Session Day
Part 1. Basic Psychology & Profiling Morning 1
Part 2. Strategic Language & Planning Afternoon 1
Part 3. Modern Psychology Sales Process Morning 2
Part 4. Structure for SME Approach Afternoon 2
Part 5. Modern Marketing Methods Morning 3
Part 6. Designing Your Marketing Plan Afternoon 3
Part 7. Fundamentals for Internal Efficiencies Morning 4
Part 8. Best Use of Technology) Afternoon 4
Part 9. Re-Rehearsal & Common Q&A for Total Content So Far Morning 5
Part 10 Re-Rehearsal & Common Q&A for Total Content So Far Afternoon 5
Part 11. Legal & Statutory Best Practice Standards Morning 6
Part 12. Defensible Advice (real life lessons) Afternoon 6

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High Performance Programme Contents Session Day
Part 13. Formal Risk Management Theory Morning 7
Part 14. Facilitating Formal Risk Management to SME’s & Accountants. Afternoon 7
Part 15. Governance Fundamentals Morning 8
Part 16. Accounting Essentials Afternoon 8
Part 17. Re-Rehearsal & Common Q&A for Total Content So Far Morning 9
Part 18. Re-Rehearsal & Common Q&A for Total Content So Far Afternoon 9
Part 19. Written Peer Assessment Morning 10
Part 20. Video Role Play Peer Assessment Afternoon 10
Part 21. Re-Rehearsal & Common Q&A for Total Content So Far Morning 11
Part 22. Re-Rehearsal & Common Q&A for Total Content So Far Afternoon 11

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NextStepsMadeSimple…
1. If you’re unsure or simply need more information, feel free to contact
Tony Vidler, Kevin Smee or Mike Barnes (whomever you prefer) to
discuss your issues via phone or email.
2. If you’re interested in attending the High Performance Programme then
you will need to contact Tania Cant via email at Tania@solutions.gen.nz
to request the Elite Professionals Programme Ltd Terms of Engagement
and register your attendance in your chosen region.
3. Once the terms of engagement have been completed, you will be sent
an ‘Adviser Discovery Document’, ‘Enneagram Personality Profile’ and
‘Honey & Mumford Questionnaires’ to complete prior to attending the 2
day ‘Boot-camp.’
4. Your first instalment payment is due upon completion of terms.
5. You will need to ‘load’ the workshop days into your diary.
6. The dates and times for the support webinars will be determined with
each group (well in advance) in an effort to make attendance as mutually
convenient as possible.

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ContactDetailsMadeSimple…
Tony Vidler www.strictlybiz.co.nz
021 221 9001
tony@strictlybiz.co.nz
nz.linkedin.com/in/tonyvidler/
Mike Barnes www.kineticplanning.co.nz
0272 934 461
mike@kineticplanning.co.nz
nz.linkedin.com/in/mikebarnesnz/