Why does this matter?
Due to the average life-time value of a client, first meetings are among advisers’ most profitable activities. Not only that, research shows that clients typically interview only a few advisers before making a decision. This means the stakes are high – it is not the place to be rehearsing and honing skills.
Who is this mentoring programme for?
It’s particularly useful for you if:
You feel reluctant to “sell” yourself, struggle to communicate your value and lack confidence discussing fees.
It’s also useful for you if:
You want more structure to your meetings. Perhaps you tend to “wing” them, find you’re often re-creating the wheel and slowing the momentum.
And it’s for you if:
You have been ghosted one too many times
You aren’t sure how to ask for the business, without sounding salesy
You need to increase your client bank
You want a step-by-step roadmap to follow – without sounding rigid.
You could be part of a boutique financial advice firm. Or in a team looking to improve consistency, client experience and outcomes.
Please book a call so that I can ensure it’s a good fit for you or your team.
What are the outcomes?
By the end of this psychology-informed and research-backed programme, you will be able to:
- Recognise how to improve your first meeting conversion rate
- Demonstrate your trustworthiness
- Apply crucial rapport-building skills
- Communicate your value clearly and confidently
- Follow a repeatable process to prepare and follow up for every meeting
- Develop your first meeting confidence and competence
- Receive support from a peer group of like-minded professionals
What’s involved?
Over six months, you will access:
Self-paced modules (for information and practical application), via a learning platform.
12 x fortnightly group coaching calls (to discuss, rehearse and reflect). These 60 minute sessions are held on Tuesdays at 12pm. They’re recorded so you can watch them again.
Two face-to-face training days to develop their skills in a safe setting (held in London /Bristol).
These are high impact days, role playing scenarios and fine-tuning skills so that you are confident and client ready!
Dates and locations of face to face days:
January 29th from 10 am – 4pm: Bristol (last one for pilot programme)
February cohort 2026:
April 29th from 10 am – 4pm: CISI office – 20 Fenchurch Street, London, EC3M 3BY
July 29th from 10 am – 4pm location TBC (likely Bristol)
If you can’t join a face to face day – you can join a later one – they run quarterly.
Those who have already been through the programme can also join these days for extra valuable practice.
What does it cost?
Price will be £1,550 for February 2026 cohort. This can be paid in one or in 3 instalments.
Each face to face day is an additional £200 from February 2026 onwards.
If you’d like your team to join, we can discuss a group price – depending on the size.
Please book a call so that I can ensure it’s a good fit for you or your team.
