Events

February 28, 2018
  • Training Day, Manchester
    February 28, 2018  2:30 pm - 9:30 pm
    The Victoria, 29 Stamford St, Altrincham WA14 1EX, UK

    Max number of participants 16

    BOOK HERE 

    Training Day details here

March 1, 2018
  • Training Day, Birmingham
    March 1, 2018  2:30 pm - 9:30 pm

    Max number of participants 16

    BOOK HERE 

    Training Day details here

April 11, 2018
  • Training Day, Belfast
    April 11, 2018  1:30 pm - 8:30 pm

    Max number of participants 16

    BOOK HERE 

    Training Day details here

April 12, 2018
  • Training Day, Glasgow
    April 12, 2018  1:30 pm - 8:30 pm

    Max number of participants 16

    BOOK HERE 

    Training Day details here

April 13, 2018
  • Training Day, Leeds
    April 13, 2018  1:30 pm - 8:30 pm

    Max number of participants 16

    BOOK HERE 

    Training Day details here


PAST EVENTS

Training day,
Manchester
1 December 2017 at 9.30am-4.30pm

The first meeting you have with a potential client sets the tone for your future relationship.

If the quality of your life is determined by the quality of your questions as Tony Robbins teaches, the quality of your relationships with your clients are determined by the quality of the questions that you ask them

The workshop will focus on

Introduction and rapport building – clue, don’t ask the client if they, ‘found us ok’!
Questioning and listening skills – If you are going to ask a great question, you better listen to the answer
How to summarise what the client has told you – can you demonstrate to the client that you UNDERSTAND what makes them tick?
How to demonstrate your value – without this you can forget the fee discussion
How to confidently discuss fees with your client
Once the foundations of a good structure are in place, you can build on the necessary skills to be even more successful. This workshop will provide you with a “safe” and “low stakes” environment where you can practice, experiment and develop your first meeting skills through roleplay, all under the watchful eye of experienced practitioners who live and breathe lifestyle financial planning.

Competence breeds confidence and competence comes with plenty of purposeful practice, this day provides it in spades!

Read More
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First Meeting Training day

Dimensional Fund Advisors Ltd
20 Triton Street, Regent’s Place
London NW1 3BF

29 November 2017 at 9.30am-4.30pm

The first meeting you have with a potential client sets the tone for your future relationship.

If the quality of your life is determined by the quality of your questions as Tony Robbins teaches, the quality of your relationships with your clients are determined by the quality of the questions that you ask them

The workshop will focus on

Introduction and rapport building – clue, don’t ask the client if they, ‘found us ok’!
Questioning and listening skills – If you are going to ask a great question, you better listen to the answer
How to summarise what the client has told you – can you demonstrate to the client that you UNDERSTAND what makes them tick?
How to demonstrate your value – without this you can forget the fee discussion
How to confidently discuss fees with your client
Once the foundations of a good structure are in place, you can build on the necessary skills to be even more successful. This workshop will provide you with a “safe” and “low stakes” environment where you can practice, experiment and develop your first meeting skills through roleplay, all under the watchful eye of experienced practitioners who live and breathe lifestyle financial planning.

Competence breeds confidence and competence comes with plenty of purposeful practice, this day provides it in spades!

Read More

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Webinar: Lifestyle Financial Planning for Business Owners

17 November 2017
12pm-1pm

20 Places available, register here for the free webinar on Zoom

Register

First Meeting Training Day, Manchester

A well- structured and planned first meeting will ensure that you can “win” more of the right clients every time. Once the foundations of a good structure are in place, you can build on the necessary skills to be even more successful. Competence breeds confidence and competence comes with plenty of purposeful practice. This workshop will provide you with a …

First Meeting Training Day, Bristol

A well- structured and planned first meeting will ensure that you can “win” more of the right clients every time. Once the foundations of a good structure are in place, you can build on the necessary skills to be even more successful. Competence breeds confidence and competence comes with plenty of purposeful practice. This workshop will provide you with a …

First Training Day, Manchester

A well- structured and planned first meeting will ensure that you can “win” more of the right clients every time. Once the foundations of a good structure are in place, you can build on the necessary skills to be even more successful. Competence breeds confidence and competence comes with plenty of purposeful practice. This workshop will provide you with a …

 

Training Day, Manchester

Are you struggling to get clients to buy into your comprehensive, Lifestyle Financial Planning Service? Are you finding it difficult to engage with clients and uncover their true life goals and objectives? Are you struggling to communicate and demonstrate your value and get clients paying the bigger fees that a lifestyle financial planning service deserves? If yes, this day is …

First Meeting ‘Soft Skills’ Workshop with Steve Martin & Damien Rylett

A practical hands on workshop that helps you bridge that gap between ‘what you know’ and ‘what you practice’ so you can start talking more confidently, competently and more convincingly about the service you offer and the benefits that clients will receive from it. Steve Martin, Leader & Facilitator Your joint facilitator for the day is Steve Martin of Smart …

Training Day, London

A practical hands on workshop that helps you bridge that gap between ‘what you know’ and ‘what you practice’ so you can start talking more confidently, competently and more convincingly about the service you offer and the benefits that clients will receive from it. Steve Martin, Leader & Facilitator Your joint facilitator for the day is Steve Martin of Smart …

Training Day, London

Would you like to get better at delivering a first meeting that allows clients to understand what a difference Lifestyle Financial Planning can make in their lives and why they should engage you to help them with this? Do you struggle to get clients to commit to a full financial planning service from your firm? Do you fall into the …

Training Day, London

SOLD OUT


First Meeting Training day

SOLD OUT – Future dates will be announced soon.

Do you struggle to get clients to commit to a full financial planning service from your firm?

Training day, London
24 February 2017 at 10.00 am – 4:30 pm
Dimensional Fund Advisers office

Would you like to get better at delivering a first meeting that allows clients to understand what a difference Lifestyle Financial Planning can make in their lives and why they should engage you to help them with this?

Do you struggle to get clients to commit to a full financial planning service from your firm?

Do you fall into the trap of ‘Just doing the investment / pension / mortgage ‘ and plan to get round to full planning at a later date?

If yes, this day is for you.

Bookings here

 

First Meeting Training day
16 December at 9.30am-4pm
SOLD OUT – future dates to be announced soon

Would you like to get better at delivering a first meeting that allows clients to understand what a difference Lifestyle Financial Planning can make in their lives and why they should engage you to help them with this?

Do you struggle to get clients to commit to a full financial planning service from your firm?

Do you fall into the trap of ‘Just doing the investment / pension / mortgage ‘ and plan to get round to full planning at a later date?

If yes, this day is for you.