Are you feeling the strain of the last few years? Has the constant change and ridiculous uncertainty started to take it's toll?

Is it stopping you from doing what lights you up and what you're capable of?

Now is an ideal time to 'up the ante' and get more out of you. To uncover what's holding you back and how to turn it around.

Performing better is not limited to elite athletes or miracle survivors. It's about controlling what you can and rising up from the inside out.

To make the tiny moves that create a big difference.

Key learnings:

1. Understand the challenges holding people back today.
2. Tap into useful performance mindsets used by everyday people.
3. Learn the key ingredients that help you rise up.
4. Identify the perspective shifts to lift your game.
5. Work out what practical moves you could make to perform even better.

One of the biggest threats to ongoing business success (other than the increased burden and compliance costs) is not having any or enough clients.

To prevent this from happening, you need to know how to catch and keep more client’s that you want. To be able to explain and demonstrate your value continuously, so people understand why you’re the very person they should work with, stick with, happily pay and brag about to others just like them.

Get this right and you’ll position yourself as an indispensable player in your clients’ lives.

Key learnings:

1. Clarify and position the value of your advice so clients engage
2. Get prospects over the line and willingly committing sooner
3. Keep existing clients happy so they stick with you
4. Forge deep, valuable long-term client and b2b relationships
5. Confidently discuss your fees so people happily pay

Being a great adviser is simply not enough to make a lasting impact that engages clients and ‘puts a ring’ on the relationship for life.

It’s about delivering an experience so memorable, insightful and inspiring that your clients are compelled to take action and keep coming back for more year after year. And by making them feel so special that you don’t have to ask for referrals, endorsing you just becomes second nature.

Key learnings:

1. Your client experience is your competitive advantage
2. Be memorable, not forgettable
3. Sweat the small stuff for a big impact
4. Out-service rather than out-price competitors
5. Compel clients to commit for the long haul

When pricing your advice there is no magic bullet. However, there are several fundamental principles which can boost your confidence for putting a price on your services, raising your fees or discussing it with clients.

This session explores what works and what doesn't with all things pricing and advice.

Key learnings:

1. The fundamentals of pricing profitably —getting paid what you’re worth
2. How and when to position the ‘pricing conversation’
3. Ways to boost your pricing confidence
4. Raising or changing your fees without losing valuable clients
5. What other industries can teach us about pricing the intangible

Research shows that word-of-mouth referrals are by far the most valuable source of leads for advice businesses. So, if satisfied clients say they are happy to refer their friends and family to you in droves, why aren’t they?

In this session we explore strategies to increase your referral potential and convert delighted clients into loyal, wouldn’t-go-anywhere-else ambassadors, generating a pipeline of new business and getting the growth you know you’re capable of.

Key learnings:

1. How to amplify your ‘referability’
2. Identify opportunities for others to share your goodness
3. Take advantage of key referral ‘triggers’
4. Build a powerful referral network
5. Turbocharge and scale a successful referral strategy

You confuse, you lose. Fact. If people don't understand what you do and the difference you can make, they won’t engage you. It’s as simple as that. And let’s face it, financial advice is complicated enough.

Communicating a clear and powerful message is one of the most effective ways to grow your business. It boils down to having a captivating offer, delivered to the right audience at the right time – regardless of whether it’s written or spoken, direct or indirect, online or digital. It’s about being so valuable in your client’s mind that working with you is a no-brainer.

Key learnings:

1. How to craft a compelling message that people listen to AND learn from
2. Earn people’s attention and hold their interest
3. Inspire clients to take meaningful action
4. Communicate ‘what’s in it for me’ from your client’s perspective
5. Leave your mark by appealing to people’s heads and hearts

You can only make a difference in people’s lives if they seek your help and you continue to engage them. In a world full of distraction, getting and keeping clients’ attention long-term is more challenging than ever.

In this session, we’ll explore how and why digital tools (social media, video, automation etc.) are among the most powerful ways to reinforce your value and nurture valuable relationships with impact, scale and efficiency.

Key learnings:

1. How to create a ‘delicious’ digital presence
2. Using digital to enhance your sales and marketing effort
3. Deepen your relationships and become more relatable
4. Be organically ‘discovered’ by more people who need your help
5. Engage clients in a more meaningful and relevant way

Today, being technically advice-savvy is not enough to succeed. The best of the best know that mastering their ability to relate to people, building strong relationships and creating meaningful connections is where the magic lies.

It’s about honing your soft skills, understanding human behaviour and knowing how to influence people to take meaningful action so everyone wins.

Key learnings:

1. The power of rapport
2. Understand and relate to different personalities and behaviours
3. Use body language and non-verbal cues to analyse a situation
4. Listen intently and communicate effectively
5. Ask brilliant and insightful questions that influence people to take action