Work With Me
How we work together.
Three ways I develop the Advisers your clients deserve
Most financial advisers don’t struggle because of poor advice. They struggle because their communication never quite catches up with their technical ability.
They know their subject. They care deeply about clients. They do the right work. But in discovery meetings, plan presentations, and high‑stakes conversations, the value of that work isn’t always fully understood, trusted, or acted upon.
That gap — between expertise and impact — is where growth stalls, confidence wavers, and opportunities are quietly lost.
Presenting Matters exists to close that gap.
1.
Signature Programme
The Trusted Adviser Accelerator
2.
Discovery
Meeting Mastery
Also standalone course
3.
Advanced
Presentation Skills
Also standalone course
Signature Programme
The Trusted Adviser Accelerator
The Accelerator offers a complete growth journey for financial planning advisers who want to communicate with the same impact as they plan.
Built around three connected pillars, it develops consultative, presentation, and public-facing skills that set apart advisers who grow thriving practices from those who simply remain technically capable.
This isn’t just a one-off training — it’s an ongoing programme of skill-building, coaching, and accountability, created for firms committed to adviser development and achieving real, measurable results.
Pillar One
Discovery Meeting Mastery
Transforming the adviser discovery meeting from a structured fact-find into a genuinely exploratory, goals-led conversation. Advisers learn to ask questions that matter, listen beyond the words and build real trust in the first meeting — before a single recommendation is made.
Pillar Two
Presenting the Plan
How to present a financial plan so that it connects emotionally before it convinces intellectually. Narrative structure, cashflow storytelling, the fee conversation done with confidence — and how to handle objections without triggering compliance anxiety or losing the clients.
Pillar Three
Advanced Presentation Skills
Equipping advisers to hold a room confidently — at client seminars, webinars, professional panels and referral partner events. Physical presence, voice, structure, handling questions with authority and building a personal brand that generates visible, earned credibility.
In-house programme
Delivered exclusively to your firm
The Accelerator is delivered to your adviser team as a private, in-house programme. Content is contextualised to your firm's specific approach, planning philosophy and client demographic. Ideal for practices with an existing team development agenda and a defined adviser culture to build from.
Mixed cohort
Advisers from different firms, one programme
Smaller practices — or those who prefer the stimulus of peer learning across firms — can participate in a mixed cohort alongside advisers from non-competing practices.
Cohort places are limited to ensure quality of discussion and individual attention. Dates published periodically; enquire to register interest.
What changes as a result?
Firms typically see advisers:
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Lead discovery meetings with greater confidence, structure, and authority
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Present advice in a way clients understand, trust, and commit to
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Handle fees, objections, and uncertainty with calm professionalism
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Rely less on principals for credibility and reassurance
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Show up more visibly and confidently in client‑facing and internal settings
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Delivering seminars that convert, not just educate
The result is not just better presentations — but better conversations, stronger client relationships, and more consistent progression from meeting to meeting.
Standalone courses
Focused development, without the full commitment
Two modules within the Accelerator are available as standalone offerings. They are the ideal starting point for firms who want a tangible, specific outcome before committing to a longer programme, or for practices with a single, well-defined development priority.
Each standalone course can be delivered in-house to your own team, or as an open cohort alongside advisers from other practices.
Standalone Course
Discovery Meeting Mastery
The first serious client conversation is where most financial planning relationships are won or lost — and most advisers don't realise it until it's too late.
The Discovery Meeting Mastery course addresses the single most important communication skill in a financial planner's repertoire: the ability to explore a client's goals, fears and values in a way that builds genuine trust before a single recommendation is made.
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A goals-first question framework for consultative discovery conversations
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Create positioning statements that clearly demonstrates the value to the client of the adviser, the firm and the benefits of goals based planning.
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Identify the step-by-step psychological processes that clients go through when buying financial products.
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Understand specifically how to provide financial planning services in a way that matches client’s buying process.
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Structuring exploration before fact-finding without losing FCA rigour
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Reflecting client language back in a way that produces genuine recognition
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Closing the discovery meeting so the next conversation starts warm
Advisers leave able to run discovery meetings that feel purposeful, professional, and client‑centred — creating clarity, trust, and momentum from the very first conversation.
Standalone Course
Advanced Presentation Skills
The ability to hold a room — at a client seminar, a webinar or a referral partner event — is one of the most significant untapped growth levers in financial planning.
The Advanced Presentation Skills course develops the specific presentation skills that allow advisers to build visible, earned credibility beyond their existing client base. It is not generic public speaking training. It is developed for the financial planning context.
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Structuring a financial planning seminar or webinar that converts interest into introductions
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Physical presence, voice, pace and managing nerves under genuine pressure
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Use proven strategies to influence and persuade others ethically and effortlessly
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Understand the science behind successful presentation skills
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Recognise the techniques of famous, influential speakers throughout history and understand how to use these within one’s own presentations
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Handling audience questions with authority and without regulatory risk
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Building personal visibility as a credible adviser beyond the existing client bank
Advisers develop a presence that supports their expertise — whether presenting to clients, colleagues, or wider audiences — strengthening credibility, influence, and professional visibility.
Not sure which option is right?
Let's have a conversation.
Whether you're exploring the full Accelerator or a single standalone course, the right answer will be clear quickly — and if there isn't a fit, I'll say so.
30 min
Free