Following the highly successful launch in January, we're delighted to announce that we're running this important new Training Seminar again in May 2010 for those Financial Advisers who want to reach their highest level of Success.
“Client Magic – How to Build a Great Life for Yourself and Your Clients”
As advisers begin to experience the reality of a new and different way of working and the requirement for a higher standard of professionalism across the UK, there is a demand for high-quality information about how to succeed in this new environment and build an enduring and profitable business practice. This Seminar has been created by people already successful in this field with the practical knowledge to pass on to you. It is packed full of ideas, processes and strategies that you will be able to take away with you and implement immediately to begin to transform your business and your life.
The second scheduling of this event is for 17th and 18th May 2010 at Latimer Place Conference Centre, close to J18 0f the M25.
To reserve your place click here.
Why attend this event?
In the course of our work with Financial Advisers throughout the country we've created a list of the top ‘wants’ we most often hear.
Do you want:
- More profitable clients?
- To stop dealing with unprofitable clients?
- Clients who really appreciate you?
- Bigger cases?
- High recurring revenue?
- A sustainable, bullet-proof business?
- To be proactive instead of reactive?
- To be able to choose the hours you work?
- To build a business with solid, predictable value?
- Efficient and effective systems and processes?
- To enjoy your work more?
- To develop a highly professional back-office team to take your service proposition to a higher level?
- More time for yourself?
- More life?
Most importantly, do you want to enjoy spending your time helping people to solve their financial problems, whilst personally enjoying a great quality of life, a high income and enough spare time to enjoy it?
All of these things are possible, and you can achieve them in a shorter period of time than you ever imagined.
To do so, there are some things you are going to need to get to grips with. You are going to need to learn:
- How to build great relationships with your clients on purpose
- How to create very high levels of long-lasting trust from the first moment of contact
- How to understand what your clients really want from you
- How to create a really effective turnkey system to deliver consistently predictable results
- How to build a team of people who can help you achieve your goals rather than getting in the way of them
- How to create a practice full of high quality clients who are a real joy to work with
- How to consistently prioritise and focus your efforts on what gets the fastest results
The problem for most advisers is that their processes are either based on someone else's outdated view of the world, or they're trying to reinvent the wheel and achieve all of these things from scratch. An old proverb says that only a fool learns from his own mistakes, a wise man learns from the mistakes of others. If you want to rapidly accelerate your progress towards achieving a great financial planning business and a great life, you need to speak to someone who has already travelled this road and can tell you what the destination looks like.
At this important Seminar you have the opportunity to learn from 2 leaders who can help you to make a massive leap in your journey to personal, financial and business freedom. By attending the ‘Client Magic – How to Build a Great Life for Yourself and Your Clients’ Seminar you’ll discover strategies and principles that will transform your business and your life.
To reserve your place click here.
Your course leaders are:
John Dashfield 
John Dashfield is a prominent coach, strategist and NLP master-practitioner who specialises in helping financial advisers to restructure their businesses and their lives to achieve the things that are important to them. John sold his financial advice business several years ago to concentrate on his coaching business. In that time he has worked with many advisers and been a regular speaker for the PFS and IFP.
Using tools and strategies from NLP John will demonstrate and teach you how create highly-profitable relationships on purpose. He'll be sharing with you the most powerful and thought-provoking questions you can ask your clients to have them tell you their most important goals and desires. Wouldn't you like to truly master the art of helping your clients create the freedom they want and deserve?
Andy Jervis 
Andy Jervis is a Certified Financial Planner and Director of Chesterton House. For the last 9 years Andy has used Bill Bachrach’s Values-Based Financial Planning™ system to build one of the UK's leading financial planning practices.
Andy is a regular speaker for the Institute of Financial Planning, and has run several highly successful full-day workshops at which he has helped advisers to understand how a ‘life planning’ approach can skyrocket your income, your financial security and your enjoyment of your chosen profession. He has strong views about what financial planners should and shouldn’t be doing, and he'll be sharing the business breakthrough secrets that make the biggest impact on your business.
What Will You Learn
In two very full days John and Andy will help to shatter some myths about how to be a successful adviser, including:
- Why one 60 minute meeting is more than enough to determine if a potential client is the 'right fit' for your business
- Why your role is not to educate your clients, and why trying to do so is the biggest obstacle to your success
- Why you should immediately stop doing presentations (you'll learn exactly what to do instead)
- Why it’s essential to meet with your clients more than once a year
- Why people will pay you far more than you’re currently charging them (if only you were ready to ask)
- Why you still have no idea what your clients’ goals really are
- Why telling your story in client meetings is a complete waste of time
- Why all the time you spend on fund research and analysis is completely useless
- As well as countless other myths that are currently standing in your way of success.
Day One of the ‘Client Magic – How to Build a Great Life for Yourself and Your Clients’ Seminar will be spent examining what you really want from your business and your life. You’ll learn the five key principles of influence, and how to adapt them to your own circumstances and style. You’ll share your plans with your fellow participants in a way that will help you to deeply focus on your values and goals, and you’ll create your own Personal Action Plan to achieve them. Along the way you’ll discover new and better ways of communicating and inspiring yourself and your colleagues; skills that you can immediately put into practice in your business.
On Day Two of the ‘Client Magic – How to Build a Great Life for Yourself and Your Clients’ Seminar you’ll explore and define how to build a World Class Team of people to deliver the service you’ve promised to your clients. You’ll learn how to delegate, what to delegate and how to stay in control. You’ll discover the Seven Key Areas that make up a great Financial Plan, and how to apply them. You’ll come away with many proven strategies about how to get everything done, and how to focus on your top priorities. And you’ll learn how to relate everything you’ve learned on Day One into an inspiring and motivational Client Value Proposition that makes it crystal clear why your clients should enjoy paying a premium for your skills and expertise.
You’ll come away with a do-able, effective business plan that will change your life. You’ll have the foundation to create a Plan that will allow you to enjoy a very high quality of life full of balance, achievement and integrity. And you’ll have a set of tools that will enable you to make an immediate start towards your goals.
Oh, and by the way, the rigours of the RDR will no longer be an issue for you.
In order to ensure that every participant has a great experience at the Seminar, places will be strictly limited.
To reserve your place click here.
Venue
The ‘Client Magic – How to Build a Great Life for Yourself and Your Clients’ Seminar will take place on 17th and 18th May 2010 at the De Vere Latimer Place Conference Centre, close to the M25 J18. If you wish to book accomodation at the venue please contact them directly:
For more information about this event, speak to Debbie Jervis on 01509 610472 or write to us at debbie@chestertonhouse.co.uk . We expect demand to be high for this Seminar, so we recommend that you act now.
Yours sincerely,
John Dashfield
Andy Jervis
Course Leaders - ‘Client Magic – How to Build a Great Life for Yourself and Your Clients’ Seminar