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 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 and your client bank
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 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 /Bristol).
These are high impact days, role playing scenarios and fine-tuning skills.
Each is an additional £200 to cover costs from February 2026 onwards.
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.
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 and add you to the February waiting list.
