HIGH IMPACT TRAINING & COACHING
FOR FINANCIAL ADVISERS
& WEALTH MANAGERS
Training and coaching to help Financial Advisers & Wealth Managers reach their target clients, conduct more effective conversations, develop stronger relationships and grow their client base.
WHAT WE HELP FINANCIAL ADVISERS & WEALTH MANAGERS DO
Build A
Sustainable Pipeline
Conduct Deeper Conversations
Present Recommendations With Confidence
Build Long Term Relationships & Increase Wallet Share
Generate Regular Referrals & Multi-Generational Relationships
For more than two decades, we've helped Financial Advisers, Wealth Managers and
Private Bankers develop the essential interpersonal, relationship development and sales skills and confidence that drive increased business results.
TRUSTED BY LEADING INSURANCE COMPANIES & BANKS
FLEXIBLE DELIVERY OPTIONS
Face To face Training
Interactive, engaging face to face programs with trainer demonstrations, discussions and role play with feedback. Designed to build skills and confidence.
Virtual Training
Incorporating everything from the face to face training experience, delivered remotely. Advisers can participate from home. Usually for shorter sessions.
1:1 Coaching
Individual coaching focused on personal goals, challenges and performance. Available as a single Breakthrough Session or a series of Coaching Sessions.
Face To Face Training
Virtual Training
Personal 1:1 Coaching
Interactive, engaging face to face programs with trainer demonstrations, discussions and role play with feedback. Designed to build skills and confidence.
Incorporating everything from the face to face training experience, delivered remotely. Advisers can participate from home. Usually for shorter sessions.
Individual coaching focused on personal goals, challenges and performance. Available as a single Breakthrough Session or a series of Coaching Sessions.
OUR APPROACH
Skills and confidence are developed by focusing on real situations, seeing effective techniques demonstrated and then practising those in a safe, supportive environment and receiving comprehensive, behavioural feedback.
Development shouldn't stop when a training program finishes, which is why ongoing AI supported role practice with feedback is also available.
Overcoming Challenges
Addressing the real challenges that Financial Advisers face.
Real Situations
Building Skills & Confidence
Post Training AI Support
Building Skills & Confidence
Trainer demonstration / Role play / Discussions / Case studies.
Post Training AI Support
Continued development with AI role play and reinforcement videos.
Confidently addressing the real situations Financial Advisers and Wealth Managers face.
Trainer demonstration / Role play with comprehensive feedback / Discussions / Case studies.
Continued development after the training with realistic AI role play and feedback.
WHAT OUR CLIENTS SAY
Training Program Participants
"This was the best sales training that I have attended. I've learned so many techniques and am now confident and motivated. Highly recommended."
"The Professor is amazing!"
"Very engaging, thorough trainer. The course is very comprehensive and is full of practical tips and examples."
Coaching Clients
"I found all of our sessions really valuable, particularly the ones on questioning and how to engage with clients.”
"The technique that has had the biggest impact for me is managing my own mindset when faced with objections.”
"I no longer focus on selling our products. Instead I work on identifying and addressing my client's needs.”
SHALL WE TALK?
It all begins with a conversation - let's arrange a conversation to understand what you want to achieve and discuss how we can assist.