Perfecting Your First Meeting
22 Sept 2021
This full day course is for you if you want to enhance your skills in your first meeting with clients.
It looks at how you can win more of the right kind of clients every time and is for financial advisers or financial planners of all levels.
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CFP™ Level 7 Case Study Preparation Course
7-9 September 2021
You will work on your own case study during the course and should expect to have completed the basic frame of your submission by the end of the course and be working towards submission within 2 weeks (and then getting back to your normal life!!!)
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The Six Stages of Financial Planning
29 – 30 September 2021
The journey from a financial adviser to a financial planner is often more challenging and time-consuming than many people believe it will be. For those who successfully complete the journey, the rewards for both them and their clients are immense.
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1to1 Coaching
With Steve Martin or Damien Rylett
The coaching program is based on rolling 6 session block, at the end of which we will review progress / success against our agreed objectives.
If you wish to continue at the end of the block, we will carry on with another set of 6 sessions.
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Financial Life Coach Podcast
With Steve Martin & Damien Rylett
A series of conversations with the leading lights in financial services who are willing to share their knowledge.
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