The Financial Adviser and Planning industry

The financial adviser industry is evolving. Most advisers have moved from just factfinding and selling financial products. Many now ask their clients about their financial objectives and then set up a cashflow plan to see how this might be achieved before advising on appropriate products and investments. There is however great value in adding a third stage to the process, one where the adviser helps the client understand themselves better, their dreams, motivation and aspirations, using powerful interpersonal skills used by professional coaches. This three-step approach Coaching – Planning – Advice, differentiates the financial adviser and builds greater customer loyalty and a more resilient adviser business model.

Master class for financial advisers and planners

This one-day intensive master class, designed specifically for financial advisers and planners, will show how you can use powerful interpersonal skills and techniques used by professional coaches to improve your clients’ and your understanding of their goals and motivation, connect with your clients on a deeper rational and emotional level and build strong rapport and trusted relationships. The course participants will learn

  • The benefits of using coaching conversation techniques as a financial adviser
  • Purposeful listening and observation techniques for improved understanding of clients needs and motivation
  • High quality questioning to help increase the clients self-awareness and facilitate their thinking and decision making
  • How to uncover clients goals and deeper motivations, and through these help them see more possibilities
  • How to build strong rapport and relationships with your clients
  • How coaching can support financial wellbeing conversations with your clients
  • How to use the increased understanding and deeper rapport to develop a tailored and appealing financial plan

The training workshop is interactive and practical; mixing theory with conversation exercises. The participants will also receive a course workbook with descriptions of the models and techniques shared during the workshop.

CPD for Financial Advisers

The course is currently awaiting approval as 6 hours of Structured CPD.

Open courses and in-house courses

We run these as in-house courses for teams of advisers and planners, and as open courses. Look at our upcoming open workshop dates and locations that we are running across the UK and virtually. If none of these dates and locations suit you or you are interested in an in-house course for your team of advisers please contact us. We also have experience of running this course for groups of local financial practices, who each send one or a small number of financial advisers. You are of course also very welcome to sign up to our monthly newsletter, where you will be kept updated with new event dates.

Course Feedback

“Workshop is a great way to gain new skills and to set yourself apart from the majority of other advisers and planners.”

Steve Clark | Director, 44 Financial Ltd

“Very enlightening for all advisers whether new or been in industry for a long time.”

Richard Spicer | Spicer and Yarwood Ltd

“Excellent & actionable coaching skills to have for better conversations with clients.”

Mark Brooks | Wealth Help Ltd

“I found the day flew by, very enjoyable and very relevant skills for financial planners.”

Rob Handford | Chartered Financial Planner, Hunter Aitkenhead & Walker

“Excellent use of time to take out, stand back and see how I can improve my client relationships.”

Steve Giles | Senior Financial Consultant, Westerby Investment Management

“Even for a very experienced adviser, the course challenged me in a number of areas and opened my eyes to areas I hadn’t considered in any detail before.”

Colin Hopewell | Senior Financial Consultant, Westerby Investment Management

“Excellent content and delivery. Useful refresh on subject I haven’t covered for a while.”

Dan Birch | Financial Management Bureau

“I just wanted to drop you an email and thank you for recommending Quiver Management, and Jan Bowen-Nielsen. I booked him to present the Coaching Skills for Financial Planners training day to 15 of our advisers, which took place last week. I also included the two members of my team so they could work with the advisers going forwards. The day was excellent, and hopefully the impact will be a positive change in the depth of client conversations and the recording of such. We will certainly use Jan again, and the feedback from the attendees was glowing.”

Helen Lupton, Compliance Director | True Bearing

“Although Financial Planners are tasked to maintain their technical skills regularly I am sure that soft skills are actually more important in ensuring clients get the best experiences of planning. Coaching is one aspect of such skills and a formal grounding in how this is done has been invaluable for my day to day work with clients, employees and in day to day life – how often can you say that of a course?”

Chris Bowmer | Owner of Fortitude Financial Planning

“Excellent presentation, concentrates on a subject that is very relevant but not focused enough upon”

Scott Hunter, Accountants Financial Services

Discuss your training needs...

Call us to discuss your training needs on 0333 123 2002, or email