Testimonials

Below is a small sample of the many testimonials we have received from IFAs that have attended the Adviser Breakthrough Programme™.

"Excellent workshop. It has given me an excellent understanding of how to implement a new and fresh business idea. Thank you."
-- Sam Clulow, Strata Financial Resourcing Ltd

"Excellent"
-- Crispin Hiney, IFA

"Professional and brilliant, very, very clear. Thank you"
-- Bob Gillett, Accalon Associates Ltd

"Very informative and thought provoking. A road map to making this job enjoyable again."
-- Richard Emery, Bede Financial

"Excellent concept for proactive introduction of fees"
-- Dean Dove, Danum Financial Services Ltd

"Professionally presented with a clear focus. Interesting and provocative. Food for thought."
-- Peter Cranwell, ABACUS Portfolio Management Ltd

"Today has given me some insight on how I can better structure my business model."
-- Graeme Holtby, Pelham Financial Services Ltd

"Really useful and lots of ideas to go away with. The workshop was a very entertaining presentation and am keen to follow this up."
-- Rosemary Lakin, WG Associates

"Excellent concept of money making, marketing ideas, client retention, and delegation."
-- Bernie Hooper, Friends Provident

"Thoroughly enjoyed the afternoon that has provided a number of areas that I can improve my business structure."
-- Grant Brendon, Midland Counties Financial Management

"Excellent presentation Adrian. It helped me to revisit ideas and get me back on track."
-- Malcolm Tanner, Think Postive

"At the end of the year I will have over £100,000 of renewal and retainer income and a focus and belief in the way forward. This my friend is all down to you and I am hugely grateful for your input, enthusiasm, and generosity in sharing your ideas and knowledge."
-- Martin Miller, JPM Financial Group

"I just wanted to drop you a quick note to thank you very much indeed for your help and guidance over the last 10 months. My attendance on the Course has effectively changed my whole philosophy with regard to ongoing business relationships with clients and has made me much more commerical in my overall outlook. Over the course of the next few months, I propose to continue to convert my existing clients to retainers and ensure that all new clients form part of one of my Programs. Very many thanks again Adrian."
-- David Knight, Pace Financial Solutions Ltd

"It was an excellent day and what is more, we have both been implementing what we learned. I have talked with Steve several times on the phone since last week and I know that he has rescheduled his time along the pattern you suggested, as have I. As I think we mentioned, we are having a day together tomorrow to review everything you have shared with us so far and to see how we can apply even more of it in our businesses. We are trying to explore ways in which we can work together and applying the Adviser Breakthrough material gives us a really good focus to our discussions. The big advantage you have is that you are a working financial adviser, hacking away at the coal face every (other) day and speaking from your heart. In addition to your experience in the Strategic Coach, you bring your day-to-day experience to the programme and that is what makes it so powerful and why, I suspect, that you take it hard when you think that people aren't getting out of the day what you hoped they would. But the really big difference is that you have the systems and solutions already in place. You recognise that what is needed is everything from: - how to get paid - the terms of business letters - the cashflow management tools - how to advertise for and interview staff - how to differentiate yourself in the market - how to organise yourself to get things done - how to create powerful client reports - how to get the technical skills necessary to deliver the goods - how to build (and/or use) a marketing machine that will keep you busy - how business owners can build truly great businesses and so on and so on. Like I said, the more I see, the better it gets. You kindly shared with us your goal of training 5,000 advisers - a goal which is not only about revenue for your business, but also about making a transformational impact on the industry and leaving a legacy. Well, what does this mean in real terms? It actually means that you have it within you to have a positive impact on he the lives of thousands, even millions, of people. Because, more than any degree of onerous legislation, compliance and regulation, getting your message across to the best advisers in the UK and getting them to implement what you teach, helping them develop their skills and their businesses so that they, in turn, can work in the best interests of their clients, would do more to enhance the standing and reputation of the industry than any other initiative I can think of. I hear lots of jaded comment from other advisers about how bad everything is. But we live in a world of constant change and financial services is probably one of the most fluid industries there is. The upside of that is that there is probably no industry like it that gives people the opportunity to shape their businesses in a way that truly reflects who they are and how they want to serve the world. But in order to make it happen, you need the sort of additional training, systems and resources that Adviser Breakthrough provides - uniquely in the UK and, based on what I have seen, better than other practice management solutions from the USA and Canada."
-- David Jones, AIS Pensions

"After 4 months we have already obtained £10,000pa of retainer fees, so the programme pays for itself."
-- Alan Davidson, Pentins

"Another excellent day! 3 new ideas."
-- Paul A Dallyn, The Burley Group

"Thanks again for another great ideas and motivational session."
-- Nik Proctor, Independent Financial Strategists

"I can't overstate the value of an 'appointment machine' in avoiding the peaks and troughs of the traditional diary system, Cadde's experience has given us more one to one meetings with director/shareholders in the last 2yrs than I managed in the previous 10. Putting this together with first class technical support, a positive attitude from all their workforce and an ongoing training resource has made this package an indispensable part of our business. "
-- Lee Pryor, Cadde Barton Limited

"Another brilliant day"
-- Ron Bulless, Solutions Financial Services U.K Ltd

"Enjoyed the course and feel I can benefit from today"
-- Simon Blaber, Stratton Annettes Ltd

"Graham, once again making me £3 per minute"
-- Dave Harvey, Future Certainty Co Ltd

"Having attended our Tax Planning Fact Find Day - Excellent detail - a comprehensively designed fact finding document."
-- David Breeze, Clearwater Financial Consultancy

"As always, thorough, detailed and entertaining! Thanks"
-- Andrew Stinchcomb, Clearwater Financial Consultancy

"Excellent, exceeded expectations again!"
-- Andrew MacDonald, International Tax Strategies

"Fantastic day, again. Content was superb. I can immediately see opportunities for increased business. It is also refreshing to meet with like-minded individuals with fresh ideas of their own."
-- Andrew MacDonald, International Tax Strategies

"Thought I would to drop you a line to say thanks for the course and in writing wished to state that the programme has re-ignited the enthusiasm I had in this industry, which of late has been waning.This is a real personal value for money investment; if you don't invest in yourself who on earth will?I have been very pleasantly that not only have we worked through core subjects to develop in the corporate market, but additionally have learnt ways to work more effectively, ensuring that I have days of Focus, Buffer and Free; to use a hackneyed phrase, working smarter not harder.Left Wakefield buzzing with enthusiasm. The content on the day was relevant, interesting, thought provoking and a lot fun. I can't wait until the next meeting."
-- Craig Tweedley, St James's Place Partnership

"Interesting and entertaining session which has provided ideas to put into immediate use."
-- Caroline Farrand, Caroline Farrand

"I ventured to Paul's presentation and was looking for a new way to run my business and left totally motivated. A short 9 months on and I have recouped the cost of year one 10 times over, why did I not do this years ago. In times of huge market uncertainty this has enabled me to transform my business and create certainty. I urge all IFA's to seriously consider this approach, remove your paradigms and listen!"
-- Simon Blaber, Stratton Annettes Ltd

"Just after two weeks of implementing the processes that were shown just on day ONE, I have gained two professional connections and agreed new business terms with several clients, The advice and support of the adviser breakthrough team helped me to quickly recognise the key benefits of my client programme and thus emphasise the value to my clients.. This overhaul of my business, whilst requiring me to redefine my client relations, will take it to a new more professional level and my clients feel that this approach addresses the 'commission only' route. Based on their extensive industry experience they can suggest positively, how to re approach any initial problems The guidance from both Marc and Sheila has been practical ,exemplary and constructively supportive. Many thanks, Derek"
-- Derek Timothy, Abbotts Financial Services Ltd

"Dear Paul, I just wanted to thank you for an excellent second session on Tuesday. I thought the content in this session was extremely powerful - I was reviewing the materials again last night and the tools that you have provided are excellent. "
-- David Jones, AIS Pensions

"Dear Graham, as I am sure you will recall, you have been of great assistance to me with my clients, I measure the time that you speak as being worth several £'s per word. As soon as I herd about your tax control manuals I had to have them. I have only had time to read about buying a house and supporting a child at University. Immediate result, £100,000 investment bond with more to come. Whilst this sounds good, I have to say that this happened in the week when applying the Adviser Breakthrough thoughts to my existing client bank, I made in excess of £22,000 - my best week in more than 40 years in the business. Grateful Thanks Dave Harvey "
-- Dave Harvey, Financial Advice Bureau

"I got back to the office after Day One of the programme to receive a message from one of my clients. They were looking for advice related to a potential tax problem that their accountant could not find an answer to. It was something I knew about but I telephoned your office for advice. You returned my call to explain what could be provided as a solution. You discussed the costs and I agreed to the charge in order to get the business from my client. Not really believing that I could get away with charging my clients a fee, I telephoned them to tell them that I thought I had the solution, but it would cost them a fee. After providing the details, they immediately agreed to my figure. I saw them yesterday, sorted out their problem and gave them the invoice. In other words I have virtually covered the cost of the first two months of your course without yet discussing fees and retainers all within 5 working days of the first course day. In my opinion, you undersell your abilities."
-- Dave Harvey, Financial Advice Bureau

"Provide positive motivation with practical guidance. All the time is valuably spent and one leaves with definitive goals and the steps to implement them."
-- Ian Jemmett, Pentins Chartered Accountants

"A very worthwhile and informative day. I look forward to implementing changes and reporting back next time."
-- Ian Meakin, Adviceworks Ltd

"Wasn't sure what to expect and I came looking for enough ideas to cover the cost of the programme. By the end of the day we had covered lots of ground and had at least seven excellent ideas to help me in my business. I am sure these will pay for the programme easily. Also took away an excellent buzz and ethusiasm- well worth it."
-- Julian Melmoth, R.N.R.Independent Financial Advisers

"This meeting has exceeded expectations considerably, never has a workshop been as much help. I fully expect a transformation to my business."
-- Patrick Ryan, Hart Financial Consultancy

"This has been a truly fascinating experience and has helped me to build on the basic concepts introuduced 90 days ago."
-- Nigel V Markham, Pentins Chartered Accountants

"I have recently attended a Corporate Masters Programme with the above and found Paul not only to be very motivational but also provided innovative ideas on how to access the corporate market and in addition showed proven methods of how to charge fees and retainers. As a result I believe my business will increase substantially and would recommend any practitioners to attend this course."
-- Malcolm Tanner, Inter-Alliance Group PLC

"Thought I would to drop you a line to say thanks for the course and in writing wished to state that the programme has re-ignited the enthusiasm I had in this industry, which of late has been waning. This is a real personal value for money investment; if you don't invest in yourself who on earth will? I have been very pleasantly surprised that not only have we worked through core subjects to develop in the corporate market, but additionally have learnt ways to work more effectively, ensuring that I have days of Focus, Buffer and Free; to use a hackneyed phrase, working smarter not harder. Left Wakefield buzzing with enthusiasm. The content on the day was relevant, interesting, thought provoking and a lot fun. I can't wait until the next meeting."
-- Craig Tweedley, McMillan Tweedley

"Great day on the Transformer Session, well worth the investment"
-- Roger Holloway, J.B. Financial Services

"Entertaining,Informative and Very Useful, a very worthwhile day"
-- Declan Page, Capital Oracle Ltd

"It was Brilliant. It made me realise that people were prepared to pay fees just to get your advice, was very very good, opened ones eyes."
-- Philip Henke, Jade IFA Ltd

"I felt that the course was well worth it, it was a perfect example of how to get into a company, at a time when it's difficult to get in. Increased confidence, increased income. It is *the* way to get into the corporate market."
-- Richard Hampshire, Hampshire Hill Group Ltd

"Enabled us to target market corporate clients for the first time and build up a repeatable base of income, it increased our knowledge, and it's money well spent."
-- Andrew Bennett, Entelechy Financial Management

"Networking w/ similar minded IFA's. Developing package of tools apposed to products, access to comprehensive report writing. Business focus in the corporate market."
-- Nigel Rowland, Futuro Financial Services

"My only disappointment was you didn't ask us to sign up on the day."
-- Martin Turbin, Turbin Financial Management Ltd

"The best workshop I have been to for years. I will be happy to pay to continue to listen to Paul."
-- Ray Garnett, torevell dent financial management

"Very positive and different workshop. Can not wait to get further information/knowledge and skills to take the next step. Excellent."
-- Darron Whitehead, torevell dent financial management

"Following your last Corporate Breakthrough workshop, I felt it appropriate to write to you in order to express how integral your teaching has become to KPM Financial Planning Ltd and the KPM Group. When first introduced to the concept of the Corporate Breakthrough we soon realised that this could be beneficial to our business, however, as a relatively new but growing IFA practice we needed to justify the financial and time commitment of both Directors to participating in the program. I can say without any reserve whatsoever that both the time and the money we have invested in your workshops has repaid itself twenty fold at the current time and we envisage that the knowledge we have learnt from you and begun to apply, will ultimately repay us a hundred fold. In a time when our business is undertaking major changes and bringing uncertainty into our industry we are assured that what we are learning from you will form the bedrock of the continued success of KPM Financial Planning Ltd and the KPM Group.Both myself and Kevin would like to extend our unreserved gratitude to you for the time you have invested to us and would strongly recommend this program to any ambitious Independent Financial Advisers.Telephone Number : 0121 552 9773"
-- Paul Millar, KPM Financial Planning Ltd

"Inspiring and motivational, lots of good ideas, thank you."
-- Peter Liebich, The Ethical Investment Co-operative

"Very professionally presented. I recognised some of the techniques used and would like to develop these personally. Thank you for keeping it simple but interesting."
-- G K Kennedy, Kickpatrick Kennedy Limited

"The Best few business hours spent for a long time, excellent. I've received a number of e-mails over the last couple of years and this time decided to see what it was all about. Well worth it."
-- Ian Clarke, Gateway Financial Limited

"Great presentation!"
-- Stuart Salisbury, R B Financial Consultants Limited

"Thank you very much! I found the workshop really helpful and clear. I am at a stage when I need to restructure my way of working and find your approach constructive, uncomplicated and thought provoking."
-- Gillian Colsell, Capital Planning UK Limited

"The two days spent with you so far I believe will completely re-shape my working practices and re-focus my Company's direction. The content of your workshop was excellent and I couldn't wait to return to my office to start the process."
-- Eldon Dawson, Langton IFA

"I have been slugging it out for a couple of years now writing very high levels of business personally, with no admin support. It has been self evident to me that I am working at maximum capacity, that I am burning out, and that I need to restructure the way I do business and organise my business if I am to keep writing business at this level, let alone increase business levels which I always aspire to. I have long held it a personal goal to write £1m in a year! - I know enough people (in other industries) who earn this kind of money to believe that it would be good to be able (at least) to write it too!When I heard that Paul was writing business at these levels, I knew that at the very least I could learn something about how to organise a business to allow the space to write business at this level, and of course there must be some very effective marketing going on too to make this possible.My expectations therefore going along to the very first workshop were that I might get a glimpse of how he does these two things. At a cost of only £50, going along was a no-brainer. My expectations were exceeded. There was enough in the initial workshop to bolt together some improvements to my business which would achieve some of my aims. Signing up to the full programme though, it is clear that Paul is making it as easy as it gets to follow his trail, by making available pretty much all of the marketing and sales material, along with the organisational stuff to get you where you want to go. It's up to us to grasp the challenge, make the changes and run, if we wish. As Paul said many times in the workshop, "a wise man learns from someone else's mistakes", and there is no doubt in my mind that I can learn from Paul's mistakes and save myself years and £££ - I will be surprised if I don't double my turnover in the course of the year, (and in that context the cost looks like a bargain to me!)."
-- John Swallow, Aston Collie Independent Financial Advisers

Testimonials

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