Testimonials

“The Smart Financial Training Day was a safe environment for everyone to make mistakes and practice, no matter what level they are at.”
Matthew Walne


 

“The Smart First Meeting Training Day gave me the chance to practice a skill that I practice nowhere near enough.”
Nick Grogan


 

“I enjoyed the general nature of the First Meeting Training Day. The hosts were welcoming, friendly and constructive.”
Rob Terry


 

“You’re never too experienced or too old to learn. Whether you want reassurance or the opportunity to explore a new engagement approach you couldn’t wish for a more engaging and ‘safe’ environment.”
Stephen Jones – Clear Solutions


 

“An enjoyable and extremely valuable event – highly recommended”
Jonathan Thorpe


 

“A great day with lots of valuable ideas even for some one like me who has been round the block. Peer to Peer idea sharing is so valuable. Many thanks”
Martin Hill – TWP Wealth


 

“Steve and Tamsin provide great insight into how to deliver true value using the financial planning process”
Sam Colby Butcher


 

“An excellent course for lifestyle financial planners looking to improve their first meeting skills”
Dan Britton – Blue-FS.co.uk


 

“The quality of the feedback and challenges from the hosts was excellent. The relaxed environment allowed us to practice and improve our skills. It was great to be working with like-minded individuals. A must for any aspiring financial planner.”
James Mousley


 

“The event is a breath of fresh air in a world of IFA smog.”

 

“Helping clients to live a lifestyle they desire as opposed to flogging a product has to be the way forward”

 

“There are great opportunities for financial planning done right and these courses and the inspiring adviser community help advisers develop the skills they need for the new advice driven world”

 

“The course was a refreshing change from the standard ”sit and listen” seminars and the opportunity to practice and receive live feedback is unique”

 

“Although I feel I’m pretty good at first meetings, I’m happy presenting the bucket etc, I still wanted to make sure I wasn’t missing anything. I was. The practice was really valuable but the post bucket fee discussion has now improved and holds no fear! Thanks”

 

“This really is a worthwhile event for any adviser young or old. The day is driven by delegates and you really do get out what you put in! A ”must” in any adviser’s calendar because otherwise how often do you do ”purposeful practice”? This event was a really good way to purposefully practice a first meeting. It’s designed for all levels of adviser and can help in a number of ways.”

 

“This is a course that makes you uncomfortable, as it challenges how you currently set up, conduct and review the first meeting. And for that, it has to be applauded. I will never again see role playing as something I did when I first entered the world of financial services. Practice makes perfect! (well, nearly!)”

 

“A thoroughly enjoyable day with extremely valuable content. The Facilitators were great, supportive and helped in sharing their experience in lifestyle financial planning.”

 

“An excellent course, and an extremely good use of my time, to help me improve my delivery to clients and therefore their experience and outcomes. I would urge every IA member to attend this course.”

 

“Lifestyle Financial Planning has to be the future standard for all involved in providing financial advice to clients. Having the opportunity to practice in a safe environment and learn from seasoned pro’s is an absolute godsend.”

 

“A really worthwhile seminar to attend. Fantastic to attend an event where it is much more about theory, practice really does make perfect!”

 

“A day well spent with positive like minded colleagues that are all willing to help me progress and develop my Lifestyle Financial Planning business”

 

“A great informative day with Steve, Damien and Tamsin who shared lots of tips and guidance. It was great to be able to practice in a safe environment. It helped cement the training from Inspiring advisers.”