Course curriculum

    1. Tour of the Platform

    2. Where are you now?

    1. In Pursuit of Less but Better

    2. Your Target Audience - thinking prompts

    3. Personality styles

    4. Phrases for your website

    5. Assignment

    1. Webinar

    2. Cues (warmth & competency) checklist

    1. How to politely screen people - part 1

    2. How to politely screen people - part 2

    3. Sample email: How to set up the call

    4. One pager structure

    5. Introductory call conversation flow

    6. Menu of screening questions

    7. Suggested scripts for screening

    8. Sample questionnaire

    9. Sample emails: How to follow up the call

    10. Assignment

    1. Pre meeting communication: email, agenda, positioning

    2. Addressing 5 psychological needs in prospective clients

    3. Big Questions vs Little Questions

    4. Assignment: your commonly-asked little questions

    5. The importance of building rapport

    6. How trustworthy are you? Take the test...

    7. Communicating Value: 4 common mistakes

    8. Communicating Value: Ask what they want

    9. Communicating Value: Focus money score

    10. Digging Deeper for Goals - research paper Morningstar

    11. Women and Wealth Building - white paper

    12. What Clients Value - Vanguard Research Oct 2025

    13. Assignment: Impact of your advice

    1. Talking about your services

    2. The first sale is to yourself

    3. What's going through prospect's minds when discussing fees

    4. 10 Commandments of High Trust Fee Conversations

    5. Fees: 5 principles for confident conversations

    6. Assignment: Outlining your fees (and their fairness)

About this course

  • £1,350.00
  • 41 lessons
  • 1.5 hours of video content

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