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Short sessions

You find sessions, templates and tools here

  • Ace your Annual Review

    Ace your Annual Review

    Course

    Designed 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.

    £150

    Purchase
  • Overcoming Imposter Syndrome

    Course

    Do 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

  • The 7 Rules of Readability

    Course

    Your 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

  • OVERCOMING IMPOSTER SYNDROME
  • Ace your Annual Review
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