Client Engagement Masterclass

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 programme for client centred advisers begins on (2021 date coming soon)

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

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

Does this sound good?

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 on 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. 

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.

Never forget that Financial Planning is not a commodity and what clients buy first 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 will have a job-for-life?  

Yet 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 they 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 real 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 their thinking or behaviour and tell them the truth

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

As a financial professional you are brilliantly positioned to help your clients 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

At whatever level of experience you are at this programme is designed for you.

You will effortlessly make a bigger impact with your clients. Consequently, you will get bigger, better results and more enjoyment from what you do.

Imagine becoming a master 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 you will find on client engagement is prescriptive. It gives you tools, tips and techniques.

This can often to make any meaningful difference.


Because there is something more fundamental 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 researched 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 quality of presence and attention is low it puts a barrier between you and your client.

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 a new understanding, you will find yourself easily and effortlessly connecting with your clients better than ever. 

Ultimately, you will create more value for them and more business for you.

Is this programme right for you?

Huge 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 has changed.

Now, more than ever, if you are to thrive as a practitioner you must excel at the human side of the business. You must develop the skills and confidence to connect with your clients in ways that has them experience extraordinary value in what you can do for them.

You have your client’s very best interests at heart and know you 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 the right things to 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. Most don’t even know this question is on their minds because it is a deeply ingrained, unconscious habit.

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 this situation and have easy, flowing and yet highly productive conversations.

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 itself consists of 8 live webinar sessions. This means that there is no travelling involved and you can participate from the comfort of your own office or home.

Each session is recorded so that you can go back over the material again and again.

The sessions will take place over approximately 8 weeks so that there is plenty of space in-between each webinar (time to reflect is an important aspect of the programme).

You will be part of a fun, insightful, highly enjoyable atmosphere 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:

How do you effortlessly building rapport, trust, and credibility with any client?

What is the number one secret that creates great client meetings?

How do you discover what your clients really want?

Understanding how people make decisions

How to have clients see exceptional value in what you do?

How do you keep your clients highly engaged? 

How to easily solve any problem?

And much more…

Programme times and dates

To be announced

Are you ready to begin?

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.

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