Paraplanner to Planner
10 February 2021
This day is for you if you are a Paraplanner making the jump to Planner. The skills required to be a successful Financial Planner / relationship manager are completely different from those required to be a successful Paraplanner / technician
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Perfecting Your 1st Meeting
11 February 2021
Would you like to enhance your first meeting skills? We look at how you can win more of the right kind of client every time and is for financial advisers or financial planners of all levels. You may be new to the profession or looking for some new ideas.
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6 Stages of Financial Planning
24 Feb - 11 March 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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