The Business Success Series

I am currently producing a series of DVDs and supporting workbooks called the “Business Success Series”.

Each DVD contains a valuable selection of tips and tactics for financial advisers determined to build successful and valuable practices.

Parts 2 and 3 now available!


Part 3 - GrowthPlus! Through Referrals: The Secrets of Successful Referral Relationships Why do so many referral relationships fail? What action can you take to create successful and profitable referral relationships? Click for Preview In Part 3 of this innovative new business education series, Dani Peer reveals the secrets to building successful referral relationships. He introduces a 6 step process that will enable you to become “referable” and provides you with all the insights and tactics necessary to build a network of active referral partners motivated to provide you with a flow of ideal clients! Duration 36 minutes Each DVD comes with a comprehensive WORKBOOK to enable you to capture, communicate and implement the ideas discussed in the DVD! Price $149. This includes GST and delivery.
Part 2 - Dynamic Relationships! Turning Your Clients into Your Fans The greatest value driver in a financial adviser’s practice is the client relationship! Why are client relationships so important? What can you do to build great relationships with your clients? Click for Preview In Part 2 of this innovative new business education series, Dani Peer reveals the secrets to creating a loyal, motivated and committed client base. He describes a simple 4 step process that will enable you to turn your clients into fans that not only seek more of your services, but gladly refer their family, friends and colleagues too! Duration 30 minutes Each DVD comes with a comprehensive WORKBOOK to enable you to capture, communicate and implement the ideas discussed in the DVD! Price $149. This includes GST and delivery.
Part 1 - Your 5 Success Drivers: The DNA of a Great Business What does it take to move your practice from good to great? What areas of your business should you be focusing on to get the maximum return? Click for Preview In Part 1 of this innovative new business education series, Dani Peer introduces his unique 5 Success Driver business model. This model captures the key drivers behind Australia's most valuable and profitable practices. Each driver is carefully analysed, making it easy to replicate the success of others in your own practice! Duration 23 minutes Each DVD comes with a comprehensive WORKBOOK to enable you to capture, communicate and implement the ideas discussed in the DVD! Price $149. This includes GST and delivery.

Part 3 - GrowthPlus! Through Referrals: The Secrets of Successful Referral Relationships

Why do so many referral relationships fail?

What action can you take to create successful and profitable referral relationships?

Click for Preview

In Part 3 of this innovative new business education series, Dani Peer reveals the secrets to building successful referral relationships. He introduces a 6 step process that will enable you to become “referable” and provides you with all the insights and tactics necessary to build a network of active referral partners motivated to provide you with a flow of ideal clients!

Duration 36 minutes

Each DVD comes with a comprehensive WORKBOOK to enable you to capture, communicate and implement the ideas discussed in the DVD!

Price $149. This includes GST and delivery.

Part 2 - Dynamic Relationships! Turning Your Clients into Your Fans

The greatest value driver in a financial adviser’s practice is the client relationship! Why are client relationships so important?

What can you do to build great relationships with your clients?

Click for Preview

In Part 2 of this innovative new business education series, Dani Peer reveals the secrets to creating a loyal, motivated and committed client base. He describes a simple 4 step process that will enable you to turn your clients into fans that not only seek more of your services, but gladly refer their family, friends and colleagues too!

Duration 30 minutes

Each DVD comes with a comprehensive WORKBOOK to enable you to capture, communicate and implement the ideas discussed in the DVD!

Price $149. This includes GST and delivery.

Part 1 - Your 5 Success Drivers: The DNA of a Great Business

What does it take to move your practice from good to great?
What areas of your business should you be focusing on to get the maximum return?

Click for Preview

In Part 1 of this innovative new business education series, Dani Peer introduces his unique 5 Success Driver business model.

This model captures the key drivers behind Australia's most valuable and profitable practices. Each driver is carefully analysed, making it easy to replicate the success of others in your own practice!

Duration 23 minutes

Each DVD comes with a comprehensive WORKBOOK to enable you to capture, communicate and implement the ideas discussed in the DVD!

Price $149. This includes GST and delivery.

To receive our free ideas email, complete the information below:

First name:

Surname:

Email: