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

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.

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.

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.