Without the motivation, sales skills and knowledge to succeed, many advisers struggle to fully embrace the opportunities in our profession.
Our team of professional coaches and trainers have years of real world practical experience. Our expert motivators, educators and instructors have unrivalled depth of knowledge in their field.
Having worked with well over a thousand financial advisers, we have seen first-hand how successful our coaching has been. We have helped many advisers become more successful, earn more and be more productive.
On Saturday, I visited a new client and put into practice the story and process as demonstrated by Paul.
It worked like a dream.
It was almost as though the client had been on the course too as she knew exactly how to engage and what to say at the right time.Julian Bright
Advanced Thinking & Strategies for New Appointments Workshop
The first step to any success in business is being able to create a relationship and build trust within a first meeting or encounter. This is especially important in the financial advice industry where trust is paramount.
Our coaching days are delivered to financial professionals, by financial professionals and have been for over fifteen years.
The Adviser Breakthrough “Advanced Thinking & Strategies for New Appointments workshop” are aimed at giving financial advisers a fresh new approach to their meeting style.
Tax Wills & Trust Workshop
Alongside the higher risk business of pension transfers, Tax, Wills & Trust cases can be an additional profitable service offered to your clients and prospects.
Unlike some of the more traditional meeting topics, the Tax, Wills & Trust process acts as the ultimate fact find and can often lead to further business with the client.
Our Programmes are very popular, however can only be successful for the right kind of advisers. You must have the drive and desire to become one of the top advisers in the industry. The majority of attendees of our programme groups have now doubled their turnover, and this must be the target for all prospective members of the programme.
Programme days are a chance for you to come together with other high achieving advisers and to discuss how the group as a whole are developing. The format of your programme day is not patronising or classroom based. The group is an intimate open forum of ideas lead by Paul, and therefore each day is very dynamic and energising.
- Individual mentoring
- 100% overhead recovery so that when you wake up your overheads are already covered.
- VAT recovery (including the programme cost)
- Building a successful team which buys into your vision and works congruently to achieve your goals
- Diversification and de-risking your business, for example, what would you do if the FCA decided to turn off trail?
- Building processes to streamline your business
- Included marketing assistance for your practice
- Included HR assistance for your practice
Please note: Due to the 90 day cycle of the programme, opportunities to join each year are limited.
Call us on 0800 093 9449 or use our contact button below to book your place or request more information about the programme.
Following a number of years as finance director for a family retail business, Paul became a financial adviser in 1985 and has developed a reputation for the depth of his experience and wisdom which he shares with other advisers.
Paul specialises in Wealth Protection and loves working with people to understand their personal position, then helping them achieve exactly what they need.
Steven has also been in financial services since 1985, building up experience across a range of different roles. In 1999 he led the team that created a range of Equity Release products for the market-leading provider, Aviva and has been involved in over £1.5BN of Equity Release lending since that time.
Wanting a change from corporate governance, Steven went on to become a financial adviser and professional coach so that he could help people on a more personal level.
Coaching services are provided by Adviser Breakthrough Coaching. Adviser Breakthrough Coaching is a trading style of Adviser Breakthrough Coaching LLP. Partnership No: OC383313. Registered at 4 Chevron Business Park, Holbury, Southampton, SO45 2QL. VAT Registration No: 158 2025 22. Adviser Breakthrough Group is not responsible for the services of this company.