Client Engagement Masterclass - Exclusive for St.James Place

Do you want to dramatically improve your results by creating a transformational client experience?

You might be wondering, where do I begin?

Dear Friend,

My brand new 8-session webinar-based Client Engagement Masterclass programme begins on 05th May 2022.

Come and learn how to deeply engage your clients, increase the impact of your work, and significantly increase your prosperity.

And most importantly, do it in a way that feels natural and aligned with who you are.

Does this sound good to you?

If you want skip the details and book your place now just scroll to the bottom of the page.

Why am I delivering this programme?

For years the financial services business has been focused upon improving your technical ability. You have no doubt spent scores, if not hundreds, of hours in study.

But here is the thing…

I know you have worked really hard to get your qualifications but, important though technical knowledge is, most clients have zero interest in it. 

Financial Planner and SJP Partner Helena Lindley said, “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.”

Unfortunately, there are many technically skilled advisers who suffer lost opportunities, lower income, lack of referrals, less enjoyment, and more stress.


Because they are not engaging clients in a compelling way that creates real impact. It is important to remember that Financial Planning is not a commodity and the very first thing a client buys is a relationship.

Clients have higher expectations than ever before

Unlike a generation or two ago, life today is full of uncertainty. For instance, how many people today can expect to have a job for life?

Yet, having said that, people also have higher expectations and aspirations for their lives than ever before.

And just like you do, your clients want to live authentic lives based on what matters most to them.

So, what clients value extremely highly is:

  • An adviser they are able to connect with in a deeply human way – someone who they feel really gets them.
  • An adviser who helps them gain clarity on their priorities in life.
  • Feeling comfortable enough to be completely honest and open 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 meaningful financial strategy that aligns with their life goals.
  • An adviser who is unafraid to challenge them and tell them the truth.

Do you want to be able to intentionally create these outcomes rather than just leaving it to chance?

Perhaps more than anyone else in your clients life you are brilliantly positioned to help them clarify their goals and experience the quality of life they desire.

But ultimately how effectively you do this is determined by your people skills, not just your technical know-how.

Make a bigger impact

If you’re ready to make a bigger impact in your clients lives, get better results and enjoy your work more than ever before, this programme shows you how.

Imagine becoming masterful at:

  • Building exceptionally high trust, rapport and credibility – with every client
  • Facilitating high-value client conversations
  • Helping your clients do their best thinking in your meetings
  • Being a truly outstanding listener
  • 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


How much difference would it make to you and your business if these factors became your standard way of operating?

Why is this programme different?

Most of the material on improving client engagement is behaviour based. It gives you tools, tips, and techniques.

But this can often fail to help!


Because there is something more fundamental and more significant at play.

Rather than needing to acquire new skills, what if there was an easier way?

The key to exceptional levels of client engagement

I saw some research that said that in 1980 the average attention span of a person was was 20 minutes – today it is just 7 seconds!

Renowned scientist Bruce Lipton observed that people now spend less than 5% of their time being present.

In this fast-paced world, many of us do not realise just how distracted we have become. And if your (and your clients) quality of presence is low it puts a barrier between you.

Creating the ultimate level of trust and meaningfully connecting with your clients begins with your clarity of mind.

Because with a clear mind you are free to put your full attention on your client, listen to them intently, and understand them.

Facilitating exceptional client meetings is all about creating the right tone

For your clients to connect to what matters most you must intentionally create this environment.

With what you learn in the Client Engagement Masterclass you will find yourself easily and effortlessly connecting with your clients better than ever before.

Ultimately, this means you can create more value for them and more business for you.

Is this programme right for you?

Massive investment is being made in delivering advice through technology. So, it has never been more important for you to to leverage the human element.

Many advisers, despite their technical ability, never reach their potential because of poor or average communication skills.

For instance, there are still many advisers relying on out-dated, ‘old school’, sales training they had years ago. Many others have paid minimal or even zero attention to their soft skills.

But the fact is the financial services business is changing

Now, more than ever, if you are to thrive as a practitioner you must excel at the human side of the business too.

You must communicate with your clients in ways that has them experience extraordinary value in what you can do for them.

I know you have your client’s very best interests at heart and can do a brilliant job for them, but how well are you communicating this? 

What leads to poor results?

I used to believe that being a powerful communicator was all about having the right tools. If you knew the right things to do and say then this was what counted.

But I was wrong!

Many practitioners, without even knowing it, have habits that work against them and, as a result, they compromise the level of trust and respect they get from clients.

Let me share three extremely common examples:

1) There is a toxic question that many advisers are asking themselves when in client meetings and it lowers trust and loses them business. Because it has become a deeply ingrained, unconscious habit advisers don’t even know this question is on their mind .

A 20-years of experience adviser I worked with increased his business by 250% in one year by removing this question from his mind.

2) Many advisers talk too much techno-babble to clients and this will often lowers the tone of conversations and compromise trust.

There is a reason that advisers do this and yet once understood you will easily find a healthy balance between delivering information and keeping your clients interested and engaged at all times.

3) Some advisers do try to engage clients in more meaningful conversations and this is a good thing. But they come across as ‘wooden’ and unnatural. 

So, instead of making the client feel at ease and opening them up, it does the complete opposite.

When you understand why this happens it becomes easy to eradicate it and have easy, flowing and yet highly productive conversations instead.

What does the programme involve and what it will do for you?

When you enrol in this programme you will receive a pre-programme questionnaire to be completed before your sessions begin.

This will help you to clearly determine your outcomes, where you are now and the areas you want to focus upon and develop.

The programme consists of 8 live webinar sessions, meaning you can participate from the comfort of your own office or home.

You can also go back over the material again and again because every session is recorded.

The sessions are conducted in an engaging, fun, insightful, highly enjoyable atmosphere and you are with a like-minded peer group.

On each session there will be the opportunity to ask questions, focus upon particular areas of importance, and return to areas you would like to understand better.

What are some of the key areas we will cover during the Client Engagement Masterclass series:

  • Effortlessly building rapport, trust, and credibility with any client
  • The number one secret that creates great client meetings
  • Discovering what your clients really want
  • Understanding how people make decisions
  • How to have clients see exceptional value in what you do
  • Keeping your clients highly engaged  throughout your relationship
  • Dealing with challenges and setbacks
  • And much more…


Programme times and dates

Thursday 05 May 2022                  – 3.00pm to 4.30pm

Thursday 12 May 2022                   – 3.00pm to 4.30pm

Thursday 26 May 2022                   – 3.00pm to 4.30pm

Thursday 09 June 2022                  – 3.00pm to 4.30pm

Thursday 16 June 2022                   – 3.00pm to 4.30pm

Thursday 23 June 2022                  – 3.00pm to 4.30pm

Thursday 30 June 2022                  – 3.00pm to 4.30pm

Thursday 01 July 2022                    – 3.00pm to 4.30pm

Some people are ready to enrol immediately and some want a little more time or information before deciding to join the programme.

Whichever group you are in I urge you to take action now because when you take immediate action you will create momentum and take a genuine step towards your goals rather than procrastinating through indecision.

Super Early Bird rate, enrol NOW to SAVE £300.

ONLY £497 – Click on the button below to reserve your place:

Enrol with confidence – Money Back guarantee

Even though I am completely confident this programme will deliver exceptional value I want to remove all risk. I want to make sure that you are 100% happy with me, the programme and what you are learning.

So, if after the first two sessions you are not completely happy that you can get a full refund of the fee, no quibble.

To get answers to any questions you have please email