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.
What are the outcomes?
By the end of it 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 will be held on Tuesdays at 12pm. They’re recorded so they can be watched again. First one August 5th.
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 held in October and January.
What does it cost?
£1,350 this can be paid in one or in instalments.
A few slots will open in August. Please book a call so that I can ensure it’s a good fit for you. I’m guaranteeing you at least one new client by the end of it, so I want to ensure it’s right for you!