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. Website review findings in 2026

    6. Assignment 1: your target audience

    1. Sample email: How to set up the call

    2. How to politely screen people - part 1

    3. Screening structure

    4. Screening call - demonstration

    5. Screening structure - one pager

    6. How to politely screen people part 2

    7. Menu of screening questions

    8. Assignment 2: Screening structure - make it your own

    9. Communicating Value: Ask what they want

    10. Sample emails: How to follow up the call

    11. Politely declining clients

    12. Assignment 3: Parting of ways

    1. Pre meeting communication: email, agenda, positioning

    2. 6 first meeting mistakes and how to avoid them

    3. FINEST structure for your first meeting

    4. First Meeting Questions - using FINEST structure

    5. First Meeting demonstration

    6. Big Questions vs Little Questions

    7. Assignment 4: your clients' commonly-asked little questions

    8. The importance of building rapport

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

    10. Assignment 5: your first-meeting favourite questions

    11. Digging Deeper for Goals - research paper Morningstar

    12. Women and Wealth Building - white paper

    13. What Clients Value - Vanguard Research Oct 2025

    14. Assignment 6: Impact of your advice

    1. The first sale is to yourself

    2. Making Value Visible

    3. Teaching a Concept & Adding Value - using a whiteboard

    4. Assignment 7 communicating your value

    5. Talking about your services

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

    7. Assignment 8: Outlining your fees (and their fairness)

    8. 10 Commandments of High Trust Fee Conversations

    9. Fees: 5 principles for confident conversations

    10. Assignment 9: Talking about fees

    11. Phrases to ask for the business

    12. More resources on whiteboarding from Sten Morgan (USA)

    1. How to follow up - sample email

    2. Getting past ghosted

    3. Sample Letter of Authority

About this course

  • £1,350.00
  • 56 lessons
  • 3.5 hours of video content

Discover your potential, starting today

Enroll today