Products
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The 7 Rules of Readability
CourseYour number one job, as a Paraplanner, is to help clients make an informed decision. But to understand the advice, they have to read it. Therefore, your number two job is to make your writing as readable as possible. Here are my 7 rules.
Free
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Ace your Annual Review
CourseDesigned specifically for financial planners, this offers sample letters, useful phrases, checklists and agendas along with the tutorial so you can reposition this meeting in the client's mind, show your value and make the most of the time.
£97
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Overcoming Imposter Syndrome
CourseDo you ever feel as though self-doubt, feelings of inadequacy or a lack of confidence is weighing you down? This session unlocks tools and strategies to achieve healthier thought patterns, less anxiety and more confidence.
£55
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Communicate for Impact (GROUP)
CourseThis is a self-paced online course with coaching to improve paraplanner's and financial adviser's writing skills. It includes 6 steps to increased client engagement, confidence and firm efficiency with group calls, assignments and tailored feedback.
£397