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 useful if:
You’re reluctant to “sell” yourself
Struggle to communicate your value
Lack confidence discussing fees.
Maybe you want more structure to your meetings?
Perhaps you tend to “wing” them?
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
- Use whiteboarding skills to create appropriate urgency
- Develop your first meeting confidence and competence
- Follow a repeatable process to prepare and follow up for every meeting
- Receive support from a peer group of like-minded professionals
When can I join?
You need to be enrolled by Oct 2nd. We start on October 6th.
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 your skills in a safe setting (held in Bristol and Swindon).
These are high impact days. We do lots of conversational practice, we sketch and we fine tune your skills so that you are confident and ready to convert more conversations.
Dates and locations of face to face days:
October 20th: from 10 am – 4pm: The Quadrant, Aztec West, Bristol, BS32 4AQ
January 28th: 2027 from 10 am – 4pm – Openwork, Auckland House, Lydiard Fields, Swindon SN5 8UB
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 (plus VAT) for October 2026 cohort. This can be paid in one or in 3 instalments.
Each face to face day is an additional £200 (plus VAT).
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.
