Client Engagement Intensive
26th January 2026 · One-Day In-Person Experience
For financial planners and advisers who want deeper client relationships, more meaningful conversations, and to create better client outcomes.
This isn’t another “how-to” workshop.
It’s an immersive day focused on the real human skills that create connection, trust, and insight — the things that truly matter in client relationships yet are completely absent in technical or tactical training.
If you’ve ever felt you could have more impact in your conversations…
If you’ve sensed that clients could go deeper — but something subtle holds them back…
If you know there’s a better way to show up in your meetings…
Then this day is for you.
What we’ll explore together
This intensive goes to the deeper core of what creates real human connection.
You’ll discover:
- How state of mind and quality of presence is the key
How your clarity affects their clarity. How your groundedness creates their trust.
- Deep Listening
How to listen in a way that helps clients think more clearly than they’ve ever thought before.
Clients feel profoundly seen, understood, and safe.
- Client-Centred Questioning
How to ask questions that naturally bring insight — without feeling scripted or mechanical.
- Communicating Value
How to express the real value you deliver in a way clients immediately recognise and appreciate.
What you’ll come away with
By the end of the day, you will learn how to:
*Build exceptionally high trust, rapport, and credibility — in any situation.
*Facilitate deeper, more meaningful client conversations.
*Help clients do their best thinking in your meetings.
*Show up as a truly outstanding listener.
*Discover what clients really want (even when they can’t articulate it).
*Communicate your value with more confidence, simplicity, and impact.
Delegates consistently describe this work as refreshing, freeing, and transformative.
Who this is for?
Financial planners and advisers who want to:
*Strengthen the human dimension of their work.
*Improve their ability to connect, guide, and inspire.
*Bring more confidence and calm into their meetings.
*Increase their impact without pushing, persuading, or “performing”.
*Rediscover the joy of meaningful conversations with clients.
Event Details
Date: Monday 26 January 2026
Location: Henley Business School, Greenlands Campus. Refreshments and lunch provided.
Time: 9am – 5pm
Group Size: Limited to ensure interaction and personalised attention
Investment: £347
Reserve your place
If you’re ready to deepen your impact and elevate the way you work with clients, join us.
Click here to book your place:
To get answers to any questions you have please email
john@clientcentredadvisers.com