It’s difficult to put into words the profound experience of truly thinking for yourself, uninterrupted.
Experiencing it first hand though, is something entirely different – it leaves people buzzing with excitement about incorporating this pioneering approach into more aspects of their lives and work. Wondering how they can get really good at it, recognising that this really is something special that could be transformative in so many ways.
Most Financial Planners I know are always striving to do the very best for their clients. Looking to develop their knowledge and skills to deliver superb value and ensure a memorable and life changing experience. At the same time, most are very busy and guard their time preciously. Making a major investment into a multi-day training programme sight unseen requires a leap of faith.
From my work transforming team meetings and cultures, the one-day Transforming Meetings™ program acts as a powerful primer, delivering immediate value while igniting a desire in many to deepen their learning. I’ve seen the impact a single day of immersion in these principles can have.
So, having launched Unlocking Excellence: The Financial Planner’s Coaching Blueprint earlier this year, I wondered if the same idea could work. I asked a few Planners, who all thought it was a good idea and so Unlocking Excellence: The Essentials was born as an entry point to this approach.
What’s it all about?
Unlocking Excellence: The Essentials is a powerful one-day programme. It gives you a transformative taste of the Thinking Environment® principles before committing to the full Unlocking Excellence programme.
In just one immersive day, delegates will gain game-changing insights into mastering the art of deep, uninterrupted listening that unlocks deeper client insights and fosters meaningful dialogue. We will explore recognising your clients as the experts on their own lives while positioning yourself as the financial planning authority – establishing a balanced dynamic that leaves clients feeling more empowered and more likely to take action.
You will also experience a liberating process for identifying and removing untrue assumptions that may be limiting you and holding you back. A process that we explore in much more depth in the core programme.
The day combines insightful discussions, interactive exercises, and your own real-world case studies. It will also ignite your understanding of Thinking Environment™ principles. All that you learn will immediately elevate your client meetings and relationships.
Pricing this day at just £350, the aim is to provides outstanding value as a standalone option, that also gives a great primer for the full program. As a bonus, if delegates continue on to the main programme and qualification within 6 months, this fee applies as a discount.
If you would like to elevate your financial planning practice, click here to find out more. Alternatively, please drop me an email, or click here to book time for a chat.
Photo by Element5 Digital on Unsplash
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