Speak with authority. Win trust. Convert more clients.
Practical, hands‑on training that turns seminars into enquiries and builds visible credibility for Financial Planners.
This course develops the specific skills that allow a financial planner to present with genuine authority, handle a room with confidence, and build the kind of visible credibility that generates introductions without requiring a direct ask.
It is not generic public speaking training. It has been developed entirely within the financial planning context — by someone who comes from inside the profession.
The opportunity most firms miss
Advisers who can hold a room grow practices differently
There is a category of financial planner who builds their practice on something most of their peers do not have: the ability to be genuinely compelling in front of a group. At a client seminar, a professional panel, a webinar or a referral partner briefing, these advisers create warm introductions at scale — without asking for them.
The skills required are not genetic. They are learned. The advisers who appear naturally confident in front of a group have almost always developed that confidence deliberately — through practice, feedback and specific coaching on the elements that matter.
"An adviser who speaks well at one seminar reaches more potential clients than a year of one-to-one networking. It is the highest-leverage activity available to a financial planner who wants to grow."
73%
of advisers report presentation anxiety
as a genuine constraint on their public engagement and seminar activity
6×
more likely to be referred
advisers who are visible and credible at professional events, compared with those who are not
This course exists because most adviser development programmes address technical knowledge and process rigour, but leave the presentation dimension entirely undeveloped.
What you’ll achieve
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Speak with calm control — reliable techniques to manage nerves and remain present.
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Capture attention immediately — openings that hook and retain audiences.
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Persuade with structure — frameworks that drive listeners to action.
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Make messages stick — repeatable techniques for clear, memorable core messages.
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Handle live pressure — confident thinking-on-your-feet, Q&A and audience interaction.
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Powerful delivery tools — voice projection, pacing, purposeful gesture and use of space.
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Practical visual aid use — design and deploy slides that support, not distract.
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Unleash the power of storytelling - to really engage and persuade your audience.
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Recognise the techniques of famous, influential speakers throughout history - and understand how to use these within one’s own presentations
The MAP Method™
Memorable Messaging. Attention. Persuasion.
Most presenters think their job is to share information. But information alone rarely inspires action.
The MAP Method™ is my unique framework for transforming presentations from “just another talk” into powerful, persuasive experiences that audiences remember.
Why MAP?
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Memorable Messaging – Learn how to distil your ideas into clear, sticky messages that stay with your audience long after you’ve finished speaking.
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Attention – Understand the science of attention and how to capture — and keep — your audience’s focus, whether you’re in a boardroom, on stage, or online.
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Persuasion – Discover proven influence techniques that move people from passive listening to genuine conviction and action.
More than training — a proven framework
The MAP Method™ isn’t just theory. It’s a scientifically validated approach, combining the latest research in neuroscience and psychology with the timeless principles of persuasive communication.
From the rhetoric of the ancient Greeks to the powerful words of Churchill, Lincoln and King, history’s greatest speakers understood how to move audiences. The MAP Method™ distils these enduring techniques into a practical, modern toolkit you can apply in every presentation.
The result
With MAP, you won’t just inform — you’ll inspire. You won’t just deliver data — you’ll deliver decisions. Every presentation becomes an opportunity to captivate, persuade, and drive meaningful action.
I stand behind my work. If your team doesn’t leave measurably more confident and capable, you can request a full refund — no fuss.
What firms experience.
"One of the best courses I have had the pleasure to attend in 32 years. I considered myself a confident presenter prior to the course, although now I realise the skill is in how you frame the narrative.
I use the tools and techniques I learned not just when I present, but when I communicate with colleagues every day.
Essential for today’s business world."
Head of Credit
Finance Company
"From senior executive to junior manager, Paul tailors the course to suit the need of the individual and address whatever concerns they may have about speaking in public. High impact, hugely engaging and immensely interesting, with a little technique and a lot of willing the results are terrific for everyone.
I went from a shallow breathing neophyte to a smooth talker over the course of two days.
Thoroughly recommended, no matter how much you hate speaking in public."
HR Director
Retail Finance
“Paul’s presentation skills course gave me the techniques and the confidence to do real justice to the material I present. He uses real life examples from persuasive speakers to help you shape messages for maximum impact.
Paul has an engaging training style and I would recommend his course to anyone who wants to improve their public speaking”.
Chief Risk Officer
UK Finance Company
Part of something bigger
This course forms Pillar Three of The Trusted Adviser Accelerator
Advanced Presentation Skills is designed to stand alone — and it works best as the culmination of a development arc that begins with the discovery conversation and plan presentation.
In the full Accelerator programme, advisers arrive at Pillar Three having already transformed how they explore client goals and present financial plans. The presentation skills they develop in Pillar Three are built on a foundation of significantly improved one-to-one communication.
Advisers who complete this standalone course and subsequently enrol in the full programme receive credit for the Pillar Three work already completed.
Signature Programme
The Trusted Adviser Accelerator
Three pillars. The complete development journey — from consultative discovery through plan presentation to public presence. For Chartered and independent financial planning firms who want measurable change across the full arc of adviser communication.
Book the course or ask a question.
Whether you want to run this in-house for your team or book a place on the next open cohort, the first step is a short conversation. No pitch — just a discussion about whether this is the right fit for your advisers.
30 min
Free