Practice makes perfect

Like us, you will want prospective clients to say “yes” to your proposition.

At times like this, when there is a great deal of regulatory and consumer pressure to change, the worst thing that you can do is practice on your clients or prospective clients.

How often recently have we read in the financial services press that “clients won’t pay fees!” and then gone on to read a case study of how a client has rejected the adviser’s proposition and gone elsewhere?

This is usually because the client has been told that they have to pay for a service but the value of that service has not been articulated very well.

Of course at some point you are going to have to present to clients and prospective clients but wouldn’t it be better to have done this having practiced in a “no-risk” environment?

Practice your presentation with us!!

For half a day (9.30am to 12.30pm) you can deliver your client proposition to us and we will critique it for you, help you refine and polish it, and share with you the kind of materials that you might use to get your message across in such a way that the client is more likely to say “yes”.

Not only that but we will film parts of the session with you so that you have a permanent record of how you do it.

Sessions will take place at our offices in Cranleigh and can be delivered for you on a 1:1 basis or for you and one of your colleagues as well. Your investment is £499 for either option.

Your session will take place with experienced Chartered Financial Planner Nick Bamford.

We think this might be the best three hours you have spent in a very long time!

Book below and we will get straight back in touch to arrange a date for you.