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Revealed: How to solve the dirty dozen (the 12 reasons why financial advisers and planners don’t get more recommendations)
We’re on a mission to help financial advisers and planners get more recommendations from existing clients.

If you want to maximise the recommendation opportunity this workshop is for you.

But, before we go any further, we need to explain something.

Over the years, we’ve happily given away countless hints, tips, ideas, templates, and checklists away for free. We’re not going to stop doing that as we move into 2022. However, this workshop will be a ‘paid-for’ event.

We’ve taken this decision for several reasons:

1. At two hours long, plus Q&A, you will benefit from a much deeper dive into this topic

2. The techniques and information we’ll reveal are hugely powerful and will transform how you approach recommendations

3. Finally, many of our clients have already paid us for this content. It wouldn’t be fair to them if we started giving it away for free.

So, here’s everything you need to know, including the date and ticket prices.


During the workshop:

• You will learn how to create the two key assets you need before developing your recommendation strategy

• We’ll show you the two gaps you need to close to maximise the recommendation opportunity

• You will develop a detailed understanding of the dirty dozen (the 12 reasons why advisers and planners don’t get more recommendations) and learn how to solve them

• We’ll show you how to hold better recommendation conversations with your clients

• We’ll explain the key phrases that encourage clients to recommend you to others (and those that turn them off)

• Show you the processes you need to build and the bad habits you need to break.

The workshop will be followed by a Q&A session. No one will leave with their questions unanswered.


Wednesday 8 June, 10.00 am to 12 noon.


£95 plus VAT.

Complete the form below to reserve your place.

Jun 8, 2022 10:00 AM in London

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