Now is a great
time to prove it!

Helping Financial Advisers communicate the value of advice

  • Get a free guide on how to use VALUE to get more clients

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You know how valuable you are, but do others

I bet you know how valuable you are, right?

And you know firsthand the difference you make in people’s life.

But let me ask…do others know it too?

See, being great at advice (which I’m sure you rock at) is not enough if you want to grow your business.

You also need to be able to succinctly explain and consistently demonstrate why someone should work with you, pay you, stick around and refer you.

And the good news is, it’s do-able!

Use your VALUE to grow your business

Hey, Kim here!

I know this may seem a tad daggy, but I’m obsessed with all things to do with VALUE and advice.

I am sure this started when I did a stint as an adviser and clients would question how I could possibly help them given I was young and female (silly hey)?

So, it became very clear that I had to ‘get my skates on’ and work out how to clearly communicate so people would understand firstly, how I could help improve their lives by helping them make smart financial decisions, and secondly why they needed this advice from me.Kim-Payne-bricks-background-1

Now I make a living out of helping professionals who provide advice do the same.

It rocks!

Growing an advice business rocks!
See for yourself.

Kim is current and offers me prespectives from a client. She has helped me unjumble jargon and connect with clients. It was Kim's Guidance that lead me to build a new client centric office.

— Andrew Carra [Financial Adviser @ Carra WM]

Here's how we help:


Collaborate and get results


Think differently and transform minds


Get the knowledge and skills you need, now


Unlock the hidden value in your business


Don’t reinvent the wheel

Kim has not only helped us create an outstanding business by prompting us to see all of what we do through the eyes of our clients and ensuring that it is of value to them, but most importantly she has helped us create an environment which is FUN.

— Catherine Robson [Principal @ Affinity Private]

The secret to a successful advice business

When I tell you, it'll seem obvious. And perhaps, too simple.

Know what your clients want and deliver it consistently.

And all the other bits involved in creating, communicating and delivering your value, will slip in quietly around it.

I can help you:

  • Build a profile of your perfect client and capture what's on their mind
  • Create an irresistible offer that has clients reaching out to you
  • Use price to your advantage and increase your perceived value
  • Master the conversations you need to have to increase the lifetime value of each client
  • Build your story to answer any queries, handle objections and always keep the focus on value
  • Ensure you obsessively deliver value across your entire business
  • Create an infectious presence 'on' and 'off' line
  • Leverage relationships of influence to expand your networks and boost your pipeline
  • Put your engagement process on a 'diet' to ditch any inefficiencies, remove duplication and reduce complication
  • Create leverage by using technology and outsourcing

The result?

More ideal clients approaching you. Clients that rave about you. Referrals that occur naturally.

And a business that rocks!

Kim has been instrumental in being able to help take what was already a good business to one that is now benchmarked in our industry. We are now clearly and confidently able to demonstrate to our clients how we can help them reach a level of financial and personal independence and comfort.

— Michael Mansfield [Executive Director @ Morgans Brighton]

Kim has brought some extremely useful ideas to the table on business processes, client engagement and relationship management, which since implementation have had an immediate impact with clients.

— Jonathan Rooney [Director @ The Structured Group]

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how to use VALUE (a.k.a. being super helpful)

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