Innovative Client Retention And Referral Program

Click here to download and print the brochure

✔ Deliver even more meaningful value
✔ Earn more client loyalty, advocacy and potential referrals
✔ Retain and attract your Preferred Ideal Clients
✔ Extend your brand value, reach and impact

This strategy is for you if…

  • You’ve got at least 50 and up to 100 existing clients who fit your ‘Preferred Ideal Client’ criteria
  • You’ve helped these clients clarify their lifestyle and financial goals
  • You’ve got reviews scheduled and service agreements in place
  • You’re ready to thank and reward your clients beyond what they expect from your financial advice.

As an advocate of the financial advice profession, and because Liz and my intentional aspirational business goal is to positively impact the lives of 1,000,000 people over the next decade through applied positive psychology and my Intentionomics Blueprint of 9 inescapable truths for a prosperous life, we’ve developed this new to market presentation specifically for the clients of Financial Advisers.

It’s called…

The Science of A Flourishing Lifestyle

… and it’s a high energy and entertaining 60 to 90 minute presentation.

Drawing on the latest research from positive psychology, we explore the links between our intentions, relationships, meaning in life, money, lifestyle choices, positive ageing and life satisfaction. The value of your professional and financial advice is reinforced, and while your clients and guests are entertained and informed, they also receive the following gifts from you :

A Copy of my top 10 Amazon best-seller “Intentionomics – the impact of your intentions on living a happy, flourishing and prosperous life. When you add your personal note with each book, you further demonstrate your intention to create value and that you have their ‘best interests’ at top of your mind.


Personal log-in access to my 10 week Guided Study Video Program “Inspiring Personal Prosperity”. This is our most popular web-based program. The 10 week guided study on-line video program is delivered each week to your clients’ email inbox and provides them with weekly tips and strategies on how to implement the Intentionomics blueprint of 9 Inescapable Truths for a Prosperous Life.


This strategy is designed with the intention of being a true value-add for your clients. At the same time, this approach will also earn more client loyalty, advocacy and potential referrals, help you to retain and attract your preferred ideal clients and extend your brand value, reach and impact to grow your business.

If you can arrange for a recommended minimum 50 clients and guests to attend, this strategy is for you.

This program is also available to be presented for Advice Practices who would like to work together with another Practice(s)

You organise the venue, date and time, and I will provide you with sample invitations and a ‘seminar marketing plan’ to help ensure you achieve maximum impact with your clients and/or their guest(s).

Your Investment Options:

Option 1: $3,500 up front deposit and 12 x $350 monthly payments.
Option 2: $6,600 in full up front payment

Please note, both options are all inclusive of gst, travel, transfers, accommodation and expenses, and include up to 50 copies of my book and up to 50 ‘log-ins’ to the Guided Study Video Program. The venue and equipment hire, at your chosen local venue is not included .

“I am convinced that with this strategy, together we can change the way Australians think and talk to their family, friends and colleagues about the real value of professional financial advice and the positive impact it has on life satisfaction…

I’m sure you’ll agree that’s a vision worth investing in.”

Take Action Now To Secure This Program For Your Practice

National Head Office:
David Penglase Seminars
P.O. Box 438
Sans Souci NSW 2219

Phone: 02 9546 2492
International Phone: +61 2 9546 2492


Or please leave a message and we’ll get back to you asap.

* indicates required field
Print Friendly