I work with a range of financial services professionals.
Here’s a sketch:
You’re not converting as many prospects as you used to and unsure why.
You want to increase your revenue AND work with your ideal clients – without sounding salesy.
You might be an established adviser – always looking to improve your client’s experience (and of course the referral opportunities).
Perhaps advances in technology have improved the efficiency of your firm but the client experience has suffered in the process.
Client engagement with your annual reviews/planning meetings might be on the low side – resulting in you having to chase a lot which feels awkward and frustrating.
You could be fairly early in your adviser/paraplanner career with well-honed technical skills but looking to polish your human and soft skills.
Perhaps you’re high achieving and yet feel like a fraud at times. You want to build your confidence and resilience and feel less anxious and overwhelmed.
If any of these sound like you, feel free to book a 30 minute exploratory call with me and I can see if I can help.