ACT WITH PURPOSE

PROFESSIONAL DEVELOPMENT & WELLNESS PROGRAM FOR ADVICE LEADERS

August 22nd - 27th 2017   |   Ubud, Bali   |  BOOKINGS ARE NOW CLOSED

Future Proof Yourself and Your Business in a Fast Moving World.

Attract.     Connect.     Trust.

Are you committed to the wellbeing, happiness and growth of yourself and others?

  Is it important to you to act with purpose and make a meaningful difference without compromising what matters?

Are you open to learn from others and share your own insights and experiences?

"Join us as we learn to connect with others on a deeper level."

 

6-Day All-Inclusive Adviser Program in Ubud, Bali

From the plush surroundings of Bali's cultural heartland, Ubud, 'Act with Purpose' is a comprehensive 6-day all-inclusive program that combines professional development with wellness education and practice.

Life moves fast and we know how easy it is to get caught up in business and day-to-day living.  As an advice leader, you spend a large part of your time focussed on getting great results for your clients and your team.

However, even when you have the best of intentions, it's easy to fall into the habit of shifting into ‘transaction mode’ rather than ‘relationship mode’.

When you don’t care for yourself and are running on adrenaline the advice and care you provide to others eventually becomes compromised.  People feel the difference when we rush through our interactions.  Eventually it translates into a feeling of diminishing value – both financially and intrinsically – for you and for your clients and in your business and in your personal life.

Slow down and invest the time in yourself to give you the recharge you need.

What You Will Learn

We've designed this experience to give you the opportunity to invest your energy, attention and time to build better relationships with others and with yourself.  And most importantly we will give you time, tools and space so you can reflect on what makes a purposeful and profitable life for you. As part of the 'Act with Purpose' program you will learn the following...

  • Intention

    Discover how to be more intentional in your actions and way of being.

  • Attention

    Understand the power of presence and improve your ability to listen and ask more impactful questions.

  • Expression

    Express your value with clarity to form deeper connections and show others how you can contribute to their success.

  • Passion

    Revive your passion and use this energy to re-focus on what’s most important to you.

  • Action

    Bring everything together and create your own personalised video message and develop simple strategies to be a real advice leader.

About the Trainers

Terri Reid is a coach and business consultant who has combined her passion for understanding human behaviour with her knowledge of business from over 20 years in the financial services industry. Her focus is to help people get the balance right between culture and commercialism.

Having a thirst for growth, knowledge and transformation, Terri has studied and experienced how a greater sense of self-awareness improves our understanding of and connection with others and how this translates into success in business and in life.

Terri dedicates herself to making the complex simple and the simple compelling.  As well as making knowledge achievable and accessible, her real value is in coaching her clients on how to be the best version of themselves and then show it authentically in business and in life.

Based in Perth, Australia Terri's mission is “to inspire people to lead a purposeful and passionate life so that we profit and grow together”.

Lea Schodel is a wealth coach, yoga teacher and passionate wellbeing advocate.

Her wellness events and retreats take an innovative approach to wellbeing combining mindfulness, meditation, yoga, personal development and wealth management concepts in a holistic and creative way.

Lea believes the journey to wellbeing starts by understanding ourselves: our personality, beliefs and habits, as well as our goals and intentions for our health and wellbeing.

As founder of the social enterprise Wellthy, Lea was named 2016 Money Management Young Achiever of the Year. Based near Brisbane, Australia Lea works with an array of people from different backgrounds who are seeking support to create an authentic and purposeful relationship with wealth and wellbeing.

Ranjith Vallathol is on a mission to improve corporate and women’s health in India, and beyond.

With his new and unique approach to wellness, Ranjith, a certified Ayurvedic nutritionist and yoga trainer, provides online lifestyle consultations and stress management counselling through his venture Thathasthu Wellness.

Based in Bangalore, India, Ranjith is currently conducting research in Sanskrit and ancient Indian philosophies. He loves collaborating with like-minded social entrepreneurs and has co-founded The Yogic Journeys to offer unparalleled yogic retreats across the world.

OUR TRAINERS HAVE FEATURED IN:

DESIGNED FOR HELPING GROWTH-MINDED ADVICE PROFESSIONALS

This program is for you if you aspire to live a purposeful and profitable life, if you see the value of investing in building deep relationships with your clients and want to be part of a community of inspired advice leaders.

What You Will Learn

Training Program

Wellness Program

How to assess the deep value you and your team provide to your clients.

+  How to improve your ability to articulate yourself in an authentic and engaging manner - both on and off camera.

+  How to understand and connect with your clients at a deeper level.

How to assess what services your clients really value so you can shift your focus on being efficient to being effective.

+  How to turn difficult conversations with clients and team members into opportunities for learning, relationship strengthening and growth.

+  How to translate your superior relationship skills into increased financial success.

+  Why mindset plays a critical role in having intentional interactions with others.

How to stay highly productive by tapping into your "flow state".

+  How to overcome distractions and procrastination through mindfulness.

How to enhance human interactions by slowing down.

+  How to reduce stress and promote relaxation through guided meditation.

+  How to achieve greater focus and clarity using mindfulness meditation.

+  How to integrate a simple yoga sequence into your daily routine.

+  How to restore health and vitality through active and deliberate rest, and good nutrition.

+  How to balance all elements of your wellbeing with practical self-care methods.

MANAGING DIRECTOR LISA COPLAND SAYS ACTING WITH PURPOSE HAS TRANSFORMED EVERY ASPECT OF HER LIFE

Partnering with Terri Reid from Traxiom has had a transformational impact on me professionally and personally.  My business is flourishing financially, my staff are inspired, clients are advocating for me, I feel more fulfilled and things just “seem to go well”.

In the past, I worked extremely hard and I achieved a lot of success. I still work hard now, but it seems more effortless - there is a feeling of ease to my success. The change has come about through investing in Terri’s process of understanding who I am, what my real value is, how I interact with others, what the financial drivers are to my success and balancing all this with what is important to me.

Terri’s deep understanding of human behaviour and business has helped me get the balance right between culture and commercialism.  As a result, my company has not only grown to be a successful business in a short space of time  – it has become an extension of me and a place where I can express who I really am and to allow others the space to do the same.

Lisa Copland | Managing Director, Presynct

Our attention becomes laser focused. We feel calm and completely in control. We achieve our goals with style and ease. That is the "flow state".

Daily Schedule

am | training in paradise

 

6am  Start your day with an energising yoga session overlooking the river.

7am  Enjoy a delicious breakfast prepared by our in-house chef.

8am  Wander over to the training area to immerse yourself in our highly practical, yet relaxed workshops.

10am  Break for morning tea, a fresh juice and a stretch, before wrapping up by lunchtime.

pm | relax & explore

 

12pm  Savour lunch, followed by a poolside nap, perhaps?

1pm  Indulge in a massage, simply read a book, or head out to explore Bali's natural beauty.

3pm  Gather for afternoon tea, a fresh juice, or to learn more about self-care and wellbeing.

6pm  Mingle with like-minded professionals over a gourmet dinner.

8pm  Reflect on the day's events or relax with some evening meditation as the sun goes down. Can life get any better?

We take care of everything so you can focus on learning and relaxing.

Is This Program Right for You?

Absolutely!

+   If you want to future proof yourself and your organisation through enhanced relationship skills.

+   If you want to harness the skills to engage and connect with people at a deeper level so you can have more rewarding interactions – both financially and intrinsically.

+   If you want to connect with a community of like-minded advice professsionals who value their business and career, but not at the expense of their wellbeing.

+   If you want exclusive access to a team of experts to provide deep coaching and practical help to create your own personalised video message instead of listening to and watching examples of someone else's success.

+   If you want to learn a simple yoga sequence that you can integrate into your daily routine. (Don't worry, we'll tailor the moves to your capability.)

+   If you want to learn the skill of mindfulness and meditation but you're concerned the program may be too deep, or not deep enough, for you. (Don't worry, we'll tailor the program according to you.)

+   If you want to enjoy the perfect blend of professional education and wellness in an inspiring location.

+   If you want to enjoy total relaxation and “down time” by a beautiful pool or in the luscious gardens of a resort.

+   If you want to maximise your growth personally and professionally without sabotaging the happiness and health of yourself and those around you (in your business and in your life).

+   If you want to learn strategies to gain more focus and clarity, overcome distractions, reduce stress and promote relaxation.

+   If you want to develop greater self awareness and emotional intelligence to become a better adviser.

+   If you want to experience a relaxed learning environment instead of a giant training/seminar/conference room.

+   If you want to indulge in a massage and other spa treatments to help you restore health and vitality.

+   If you want to nourish your body with chef-prepared nutritious meals to help you perform to your optimum level.

+   If you want to partake in cultural and community excursions to reconnect with nature and your surroundings.

+   If you want to leave a work-related training event feeling refreshed, rejuvenated and raring to go.

Possibly not?

x   If you prefer a more formal learning environment.

x   If you prefer being part of a large training group.

x   If enjoying a foreign culture and cuisine is not your thing.

Relax, Recharge & Reconnect

Program Details

Date:

August 22nd - 27th, 2017

Location:

Ubud, Bali

Limited spots available:

Maximum 15 participants


What's included:

+   12+ hours of practical training workshops

+   10+ yoga, meditation and wellness sessions

+   5 nights accommodation * ^

+   3 excursions to local Balinese attractions

+   1-hour massage

+   All meals by our in-house chef

+   Airport transfers

+   Ample free time for rest and relaxation

+   Course materials

+   Certificate of Attendance for CPD purposes

+   4-week online accountability group post-event

+   A copy of your 'Why' video and a selection of professional photographs of your experience

+   Exclusive access to, and personalised attention from, leading wellbeing practitioners, and coach and business consultant Terri Reid


What's not included:

x   Airfares

x   Bali Indonesian visa (if applicable)

x   Travel insurance (a requirement for all attendees of this program)


Price:

Early bird price, save > 10%. (Ends midnight 17th July, AEST)

AUD $5,370 $4,880

* This price includes 5 nights accommodation in a 'Standard room' twin share/double occupancy.

^ Accommodation upgrades (to 'Standard room' single occupancy, and 'Deluxe room' single or double occupancy) are available in limited numbers at an additional cost. Please refer to our FAQs and How to Book sections for more details.


Booking ended

100% SATISFACTION. 0% RISK. GUARANTEED.

We're 100% committed to helping you achieve your program goals. Forget giant training rooms. Our small group ensures you'll have the one-on-one attention you need to thrive.

Testimonials

I have worked with Terri as a coach for our financial planning business for the last 18 months.

During that time Terri has brought immense value to our business.  She has helped us identify our purpose for being as an organisation, and to truly understand and show our appreciation for the value each team member brings to the business.

Not only has Terri coached us to understand and articulate our value to clients she has also helped us focus on delivering services that clients really value.   We have experienced dramatic results.  Our team feels more fulfilled in what we do as professionals, we focus our energy on what really matters and we are now experiencing the financial rewards that flow from that.

Terri is a humble person, has great capacity to listen, empathise and share your journey.  She is determined to see you succeed in whatever you do.

David Barber | Managing Director, Pario Financial Management Pty Ltd

Lea's perspective on flow is one of the most innovative and refreshing I have ever heard. When we invited her to speak to our group of aspiring entrepreneurs they were feeling stuck and frustrated about making their passions viable. After Lea shared some powerful mindset shifts the group of individuals were back in action and clear on the path to making their unique difference in the world a reality. There is no greater gift than that!

Leah Hynes | Co-founder and Chief Inspiration Officer, RYPL

Ranjith’s sessions are different. He has this ability to bring yoga to you in a way that comforts you, yet challenges your limits. He focuses on safety, which is a big relief. What I like most is that he explains the benefits of each pose, and sometimes tells us stories behind poses which makes the class interesting. There is an information sharing session at the end of the class which is unique and informative.

Sikha K S  | Assistant Manager, Reliance Retail

WE'VE GOT YOUR BACK

With dedicated customer support

As co-creators of the 'Act with Purpose' program we'd love for you to optimise your time away from work and thoroughly enjoy this unique learning experience.

Please know that you can always reach out to us directly at hello@themoderncareerist.com or schedule a Skype call via email if that's more convenient for you. (Monday to Friday, 9am – 5pm AEST). We'd love to hear from you and answer any questions you may have.

~ Helen McCarthy and Lea Schodel

Frequently Asked Questions

Here's a selection of frequently asked questions from our customers

Do you offer group discounts?

We do not offer a group discount during our ‘early bird’ pricing period.

We offer a group discount during our ‘regular’ pricing period only. Bookings of three (3) or more people during this period will be entitled to early bird prices per person. If you would like to make a group booking during this period please email hello@themoderncareerist.com to receive your group discount coupon.

What currency is the price in?

The price is in Australian dollars $ (AUD).

Can I have my own room or upgrade to a deluxe room?

Yes. Single occupancy and deluxe room upgrades (for double and single occupancy) are available in limited numbers.

On the Booking Form you can select one of the following upgrade packages:

  • Single Occupancy (AUD $375)
  • Deluxe Twin Share (AUD $480)
  • Deluxe Single Occupancy (AUD $600)

Please note the extra cost covers 5 nights of upgraded accommodation. For example, if you select the Deluxe Twin Share package you will be charged, in total, an extra AUD $480 above the Standard program cost. The extra cost will automatically be added to your program cost on the Booking Form.

If you choose not to upgrade you will incur no additional cost and will be allocated a room based on twin share/double occupancy with someone of the same gender.

Tip: If you make a mistake during the booking process refresh the browser and start again.

For more instructions on how to book your spot, click here.

Can each person in my booking choose a different room configuration?

Yes. Subject to availability, each person in a group booking can choose a different room type. ie single or double occupancy, standard or deluxe.

Do I need a visa for Bali, Indonesia?

Travellers from many countries no longer need a Bali Indonesian visa for short stay tourist purposes. Others may be allowed to acquire a visa on arrival.

It is your responsibility prior to departure to understand and comply with the Bali Indonesian visa requirements that apply to you.

Is it possible to pay in instalments?

No. We have a limited number of spots available in this program so full payment must be made at the time of booking to secure your place. (If this is absolutely impossible for you please contact us to discuss.)

Does the price include GST?

Yes. The price is inclusive of GST.

Can I see what the different rooms look like?

Certainly. You can see examples of the different room types, plus other images of the venue here.

How do I nominate to share a room with my partner or friend?

At the bottom of the Booking Form there is a space to write comments. You can write the name of the person that you’d like to share with in the comments box. Or you can tell us later via email at hello@themoderncareerist.com.

Can I attend this program without travel insurance?

No. Travel insurance is a requirement for all attendees of this program.

Shortly after booking we will ask you to sign a waiver to confirm that you’ve acquired travel insurance to cover the duration of this program.

How to Book Your Spot

STEP 1

Review the bedroom options in the images below. It may help you decide whether to upgrade your room or not.

STEP 2

Click on the "Add to Cart" button to open the Booking Form.

DELUXE ROOMS

(Available for single and double occupancy upgrades.)

Click on the image to see more deluxe rooms.

STEP 3

Complete the Form and submit your payment via PayPal. (Note: You can also use your credit card via PayPal.)

STEP 4

Check your inbox for your confirmation email. Welcome aboard.

STANDARD ROOMS

(Available for single occupancy upgrades.)

Click on the image to see more standard rooms.


Booking ended

What Are The Details Again?

Date:

August 22nd - 27th, 2017

Location:

Ubud, Bali

Limited spots available:

Maximum 15 participants


What's included:

+   12+ hours of practical training workshops

+   10+ yoga, meditation and wellness sessions

+   5 nights accommodation * ^

+   3 excursions to local Balinese attractions

+   1-hour massage

+   All meals by our in-house chef

+   Airport transfers

+   Ample free time for rest and relaxation

+   Course materials

+   Certificate of Attendance for CPD purposes

+   4-week online accountability group post-event

+   A copy of your 'Why' video and a selection of professional photographs of your experience

+   Exclusive access to, and personalised attention from, leading wellbeing practitioners, and coach and business consultant Terri Reid


What's not included:

x   Airfares

x   Bali Indonesian visa (if applicable)

x   Travel insurance (a requirement for all attendees of this program)


Price:

Early bird price, save > 10%. (Ends midnight 17th July, AEST)

AUD $5,300 $4,880

* This price includes 5 nights accommodation in a 'Standard room' twin share/double occupancy.

^ Accommodation upgrades (to 'Standard room' single occupancy, and 'Deluxe room' single or double occupancy) are available in limited numbers at an additional cost. Please refer to our FAQs and How to Book sections for more details.


Booking ended

We Look Forward to You Joining Us.

August 22nd - 27th 2017   |   Ubud, Bali

100% SATISFACTION. 0% RISK. GUARANTEED.

We're 100% committed to helping you achieve your program goals. Forget giant training rooms. Our small group ensures you'll have the one-on-one attention you need to thrive.

Booking ended