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 one or two 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 for you if:
Communicating your value to prospects can prove challenging
You have been ghosted one too many times
You find discussing fees awkward
You aren’t sure how to ask for the business, without sounding salesy
You need to increase conversions
You want a step-by-step roadmap to follow – not wing it!
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 be held on Tuesdays at 12pm. They’re recorded so they can be watched again.
Two face-to-face training days to develop their skills in a safe setting (held in London and Cheltenham/Bristol).
These will be high impact days, role playing scenarios and fine-tuning skills.
Dates and locations:
October 30th from 10am – 4pm: EBI offices 24 Monument St, London EC3R 8AJ
January 29th from 10 am – 4pm: Benefact House, 2000 Pioneer Avenue, Gloucester Business Park, Gloucester GL3 4AW
April 29th from 10 am – 4pm: CISI office – 20 Fenchurch Street, London, EC3M 3BY
July 29th from 10am – 4pm location TBC
What does it cost?
£1,350 this can be paid in one or in instalments.
If you’d like your team to join, we can discuss a group price – depending on the size.
A few slots will open in Sept. Please book a call so that I can ensure it’s a good fit for you or your team.