The brand new
Trusted Adviser Masterclass
- doors now open!
Learn how to run better client conversations, improve client retention, and increase revenue - without relying on techniques.
Expertise in the industry is crucial, but it’s not enough
You have undoubtedly spent hundreds of hours learning, practicing, and perfecting your technical skills so you can deliver first class advice.
Here’s the reality: Most clients assume technical competence
While knowledge of the financial industry is crucial for you to do your job effectively, it is far from the only factor in achieving a successful career.
Many technically-skilled advisers are suffering from:
- Clients who don’t fully engage
- Inconsistent revenue growth
- Lower conversation from initial meetings
- Fewer referrals than expected
All because of one thing; failing to build enough trust early in the client relationship.
Most adviser training focuses on technical competence – products, tax, regulation. It does not systematically teach how to:
- Build trust quickly
- Lead effective client conversations
- Help clients think clearly and make decisions
Before a client formally engages you, they decide whether they trust you
Unlike a generation or two ago, people have higher expectations and aspirations for their lives than ever before. And just like you, your clients want to live authentic lives based on what matters most to them.
To succeed in your business, it’s important to know what clients today value most:
- An adviser who understands them and takes them seriously.
- An adviser who helps them clarify what actually matters to them financially and personally.
- Feeling comfortable enough to be completely open and honest with you – even about their biggest fears
- An adviser who is genuinely interested in them and listens to what they have to say
- Working with a trusted adviser who has no hidden agenda
- Having a clear, actionable financial plan aligned to their goals.
- An adviser who is unafraid to challenge them and tell them the truth
Being able to intentionally create these outcomes has a direct impact on client retention, referrals, and long-term revenue.
Perhaps more than anyone else in your client’s life, you are brilliantly positioned to help them clarify their goals and experience the quality of life they desire.
How effectively you do this is determined by your people skills, not just your expertise in the industry.
Your training and expertise alone are not going to bring you the professional and financial success you are looking for.
Your ability to build trust and lead conversations is what determines whether clients choose to work with you – and stay with you.
What this programme does
Luckily, there is a practical, repeatable approach that offers unlimited potential for building strong, client-centred relationships.
The Trusted Adviser Masterclass program is a brand-new 8-session webinar series designed to teach Financial Planners and Advisers the foundations of building trust, rapport, and credibility with their clients.
In this programme, you will learn the core elements and structured approach to running high-quality client conversations.
We focus on building connection, deep listening, asking powerful questions, challenging clients when necessary, and being effective when engaging with clients.
The foundation of The Trusted Adviser Masterclass is different from other courses because it is based on a practical understanding of how people think, make decisions, and respond under pressure.
More than just a series of scripts and techniques for working with clients, it’s a way of thinking that improves how you show up in client conversations.
This helps participants access and tap into the unlimited potential of their minds and more often perform consistently well in client meetings, without overthinking.
Some key areas we will cover during the Trusted Adviser Masterclass:
The #1 secret that creates great client meetings
Understanding human decision-making
Highlighting to clients the value of what you do
Keeping clients highly engaged
Dealing with challenges and setbacks
Being an exceptional listener
Build high levels of trust with clients
Meaningfully connecting with your clients begins with your clarity of mind. When your thinking is clear, you listen better, ask better questions, and make better judgements in meetings.
This level of trust also sets the right tone for your client meetings, allowing them to connect with what matters most.
With what you learn in the Trusted Adviser Masterclass you will find yourself connecting more naturally and consistently with your clients.
If you’re ready to make a bigger impact in your client’s lives, get better results, and find more fulfillment in your work, this programme shows you how.
At the end of this course you will be on the path of mastery to:
- Building exceptionally high trust, rapport, and credibility with every client
- Facilitating high-value client conversations
- Helping clients think clearly and make good decisions
- Listening at a level most advisers don't
- Discovering what your clients really want
- Powerfully communicating the value that you can deliver
- Keeping your clients highly engaged throughout your whole relationship
- Avoiding the wrong client relationships
What does the program involve and what will it do for you?
- When you enroll in the program, you will receive a pre-program questionnaire to be completed before your sessions begin.
- There will be 8 live webinar sessions, so you can participate from the comfort of your home or office.
- Every session is recorded, allowing you to go back over the material as many times as you need to.
- The sessions are conducted in a small group format with active participation among a like-minded peer group.
Testimonials
I would thoroughly recommend that all Financial Advisers take advantage of John’s Client Engagement Masterclass. It has been a life changing experience for me as an Adviser and as an individual. After working with John, I have completely changed my approach and my engagement and relationships with clients is so much deeper. I have a much better understanding of their needs, and it has shown me the true value that I offer to my clients and as such I get a greater sense of success and fulfilment. Richard Fitzpatrick FPFS, Chartered Financial Planner
The main benefit that I found in John’s teaching is that he really makes you challenge both what you do and how you do it. This has ultimately led to much deeper and more meaningful conversations with clients, which has made the whole advice process that much more enjoyable and productive. Robert Edgar, Shipton Wealth
I found the Client-Centred Advisers coaching course extremely useful. It has made me radically rethink how I communicate with clients and other people in my life. It is not until you hear an alternative to how you are working that you realise how much better you could be working with clients. This will make a big difference to the depth of the relationships I have with my clients. Paul Johnson LLB (hons) DipPFS, Cert CII (MP & ER), STEP Affiliate
“I found the sessions to be really thought provoking. John created an environment which helped me to think clearly about the way in which I want to approach the work I do and the way I want to help my clients. He helped me to appreciate silence in meetings and even embrace it and I now approach the meetings I have with a clear mind. The sessions helped me realise that my greatest skill is not in providing information about funds, tax wrappers and products, it’s the ability to listen.” Helena Lindley, SJP, Brace Wealth Management
John steers you through the deeper meaning of client engagement, really making you think about your client interactions and the ability of listening which we all think we are pretty good at!! John questions this ability and opens up a deeper level of communicating, not only with your clients but with your peers, your professional contacts and on a personal level too. John doesn’t give you the answers, John doesn’t give you a script… what he does do however, is give you the ability to see how communicating in a different way in your client interactions can give you huge benefits.” Annie Mason, Masons Wealth Associates
“The John Dashfield experience was an extremely worthwhile investment for me and my business. Probably one of the best courses to have been fortunate to have attended. It absolutely fits in with the changes we are making within our practice. I thought I listened well enough; however, John takes listening to a whole new level. I didn’t know how powerful thinking about your thinking was until I engaged with the course. John, will teach you how your mind works and help you understand the key to being more present with whoever you are with, clients, family and friends alike.” Keith Brace, SJP, Brace Wealth Management
Is this program right for you?
If you are looking to help your clients feel at ease and build relationships based upon absolute trust, then the answer is yes.
As advice becomes more commoditised through technology, it has never been more important for you to leverage the human element.
Now, more than ever, if you are to thrive as a practitioner, you must excel at the human side of the business and communicate with your clients in ways that show them the real value you bring beyond technical advice.
This masterclass will show you how to do just that.
If you recognise the gap between your technical expertise and your client results, this programme will help you close it
If you’ve gotten this far, you know that you are ready to make a change for the better when it comes to your client engagement.
Taking immediate action will create the momentum you need to start this journey, and is a genuine step toward reaching your goals.
Programme dates and times:
1. Thursday 06th August, 3pm to 4.30pm
2. Thursday 20th August, 3pm to 4.30pm
3. Thursday 03rd September, 3pm to 4.30pm
4. Thursday 17th September, 3pm to 4.30pm
5. Thursday 01st October, 3pm to 4.30pm
6. Thursday 15th October, 3pm to 4.30pm
7. Thursday 29th October, 3pm to 4.30pm
8. Thursday 12th November, 3pm to 4.30pm
Early bird investment £447
You can enroll with confidence
While I am completely confident that this program will deliver exceptional value, I want to remove any barriers and eliminate any risk to you. My ultimate goal is to make sure that you are 100% satisfied. If after the first 2 sessions, you feel that this is not the right fit for you, you will receive a full refund, no questions asked.