I believe the quality of our lives, depends on the quality of our communication.
Motem’s human and soft skills courses
Helping you (financial advisers and planners) to win and keep clients through great communications and experiences.
I work well with finance professionals who:
Are looking to improve their first-meeting conversions
Want to communicate in a way that’s human, concise and compliant
And/or are high achieving but can feel like a fraud at times.
If any sound familiar, you’re in the right place.
Check out the NEW Finesse your First Meeting mentoring programme
Ace your Annual Review pack
Upcoming events
A speaker and specialist in communications training
You could be organising a conference or an away day and keen to ensure your content is fresh, motivating and practical. For more information, check out my speaking page.
“Motem” is inspired by the Latin word – motus – which means to move and to make progress.
15 First Meeting Questions For Financial Advisers
This list of questions is quickly becoming every adviser’s best friend.
Because we uncover value through asking questions.
But not any old questions.
Questions that we have earned the right to ask.
An effective question can bring clarity, connection and fresh thinking.
But an ineffective question can damage rapport, snarl up the flow and lead to awkward silences.
Great, well-timed questions can lead to people leaving feeling excited, hopeful and reassured.
Yes, you can answer expensive technical questions.
But facts don’t move people. Feelings do.
5 days to better engagement
How do you get clients to come to their annual review without a lot of chasing?
It’s tough.
Because if clients won’t engage, you can’t ensure your advice is still suitable.
Nor can you charge for your recommendations.
Nor demonstrate compliance.
But when your communication improves, your engagement goes up, your client’s commitment increases and you save time.
Everyone wins.
So, I’ve put together a free 5 day email course designed to increase your uptake.
You can expect principles, tips, common mistakes and subject line examples.
Because you can’t ace your annual review if they won’t attend.
Click below to enrol:
Communication courses in London, Bristol and online
ONLINE: Many of the communication and confidence sessions can be run virtually. And writing skills lend themselves well to being developed in this medium.
You can also access some short sessions to help you Ace your Annual Review or Overcome Imposter Syndrome.
IN PERSON: I’m based in Bristol but tend to travel a lot to London, Birmingham and other major finance hubs in the UK to run tailored, face-to-face soft skills training. Subjects include: confidence, negotiation and communication – typically for underwriters, actuaries and other brilliant analytical minds.
Our client reports are now far more concise, easier to understand and have greater impact at client meetings. We’re better able to convey the value we’re adding to clients in simple, yet compelling, language. And feedback from the compliance team has been very positive.
Paul Stewart, Head of Bartlett Wealth Management
Melissa speaks at many of our national conferences where her feedback is always amongst the highest.
Carly Knights, Professional Development Manager CII
I was at the PFS Duty Bound conference event yesterday and I thought your final session: “How to Ace your Annual Review” was the best of the day and very insightful.
Richard Davies, Chartered Wealth Management Consultant at Peter Harding Wealth Management
Melissa is the queen of communication. I will attend anything she presents on or join anything she creates.
Qais Hamza, Chartered Financial Advisor, IHT & estate planning specialist
I wanted to contact you after attending your session on Monday. To say it has changed my life would not be much of an exaggeration. I have been struggling with some personal issues for some time, and since listening your session I have felt so much lighter.
Chief Compliance & Risk Officer, Major Insurer
First impressions and how you act are just important as what you have to say. Melissa’s ‘Personal Impact and Power’ workshop helped identify easy fixes to give me greater authority and confidence. This is high-quality, cutting-edge training to improve those personal skills that can otherwise take years to develop.
Russell Wright, Head of Retirement, Hargreaves Lansdown
Three months later, the team are 61% ahead of target. And to put that into perspective, this time last year, they were only 8% ahead. We’re delighted with the results of the training.
Frank Mowat Regional Wealth Director, HSBC
All the courses have been received really positively by all participants, with the overall Net Promoter Score results looking very strong.
Jason Howes S.M.M Regional Manager, Midlands and South West, Allianz
The training can easily be tailored to suit the business areas and Melissa takes ample time to understand the business objectives and adjusts the training accordingly thus making a bigger impact on the relevance and learning outcome for our staff.
Paula Cook, Head of Client Services, Marsh
It might sound as if I’m exaggerating (I promise I’m not) when I say that your webinar has had a profound impact on my communication mindset. This in turn will help to change the lives of not only clients but young people I work with.
Susan, Get it Write attendee
Probably the best session of its type I have been part of. For context, I started in FS in 1993…The presentation was packed with meaningful content from beginning to end. Presenter was on top of her brief but without excessive self-promotion and ego.
Kenneth, Get it Write attendee
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Some of Motem’s happy clients
