There are plenty of consultants, trainers and speakers in the market who are pretty good at what they do, but how many are really thought leaders with current active first hand experience that your clients can buy into and be motivated by?

Simon is a very accomplished platform speaker with a huge degree of experience in the market that gives greater credibility to what he has to say. Whilst we can produce bespoke presentations on pretty much any Business Development Topic you like - the current most in vogue sessions requiring limited tailoring expense are:

  • Caterpillar to Butterfly – The Metamorphosis of the Advisor Model (produced when working with Axa Wealth)
  • The Mindset Shift - what needs to change about how the market thinks and acts
  • Sell yourself Tall - ensure you sell the value of what you do, for a price that is fair
  • How to calculate and charge fees that are profitable, fair to both parties such that clients will pay and addresses the regulatory concerns re impartiality, consistency and no cross subsidy.

Visit our Teamtalk page here

Not only was the day's seminar on fees the most intelligent and well thought business proposition that I had seen in many years in the business, I went away with a very positive attitude towards the need for change and the effect that those changes would have on our business, income and more importantly relationships with our clients. I would unreservedly recommend Simon as a main speaker at any major industry conference.

Geoff Tresman, Director PSFM.