Thank you for taking time to learn about how I can contribute to your event.
Below – and in the various videos on our website – you’ll find material which will give you a sense of speaking style and content.
In the 15 years that he has been professionally speaking, coaching and writing, David has delivered powerful, transformative messages to thousands of professionals all over the world.
A gifted communicator, as well as an accomplished business coach… from the moment that David starts to engage an audience, his purpose defines his style.
He’s not there to inform them… although there will be information aplenty, supported by robust research and empirical evidence;
Nor is he there to inspire them… although delegates at conferences, seminars and workshops enthuse in writing about his inspirational impact;
What happens when David speaks and facilitates is transformational.
His message transforms perspective… thinking… behaviour
And delegates love it!
Who Does David and His Team Love to Talk To?
Founders, leaders and senior decision-makers in financial advisory and financial planning firms;
Leaders who are not ready to ‘ride off into the sunset’. They’re ready to elevate their business and improve the quality of their life, their team’s life, their clients’ lives;
Leaders who are already good at what they do. So, they don’t need to be taught the basics of creating revenue;
Leaders who feel that they’d like their team to make a greater difference in their clients’ lives. They’re just not sure how to do that!
Typically, David engages delegates through 2- to 3-hour workshops.
However, workshop content has also been designed to deliver more succinctly via 1-hour seminars and 15- to 30-minute conference key-note presentations.
The Financial Planning Revolution
(The 4-Stage Journey That Transforms Businesses and Explodes Industry Myths)
We believe that much of this profession’s traditions are strangling its future… and holding your success hostage.
David’s work with Financial Advisers and Planners shows that you can create a life-enhancing business, by blasting through those traditions and myths.
This workshop helps Advisers/Planners to think radically differently about their role. Then demonstrates what happens to revenue, team performance, fulfilment and enjoyment… when that revolutionary thinking is put into action.
The Transformational First Meeting
(Forget About Slick Presentations! This Is Where Client Trust, Engagement and Seriously High Fees Start.)
In spite of all the industry talk about being Client Centric… hundreds of searching interviews with Financial Advisers/Planners shows that early client meetings are anything but!
In this workshop you’ll learn to stop presenting… stop persuading… stop talking… and to ‘shut up’ in a most intriguing way.
You’ll also learn why much that is taught about questioning and listening in Financial Services has become part of the problem – not the solution.
Finally, you’ll see that there’s a way of engaging with clients, which creates Trust-at-Speed™; and why this naturally leads to much higher fees.
The Prosperous Adviser
(How To Increase Influence, Impact and Income… And Engage In Work which Truly Inspires You)
There are few business experiences so satisfying as when a client becomes deeply, enthusiastically engaged in their relationship with you and your team.
What magnifies that satisfaction is when their engagement with you changes their life, not just re-organises their money.
Why this makes your firm more exciting to be part of…
Why clients will willingly pay you much higher fees…
And why they then become your most enthusiastic advocates …
This you’ll discover during this workshop.
Get A Life!
(7 Ways to Banish Business Stress, Escalate Revenue and Create Far, Far More Free Time
Time Management Doesn’t Work!
It doesn’t work, because you can’t manage or control time.
What Financial Advisers & Planners (particularly leaders) can do is to radically alter their behaviour in their professional role.
There’s now plenty of evidence to show that you can transform the quality of your life in this profession. You really can stop business pressure becoming overwhelming and stressful.
This workshop will show you how – by doing that – you can create a highly successful ‘Lower-Activity, Higher-Performance, Richer Results’ firm.
Let’s start our conversation