Sales Without Selling
Built specifically for financial advisers, IFAs, financial planners and wealth managers who want more effective client conversations without pushy selling techniques.
Most financial advisers give valuable advice, but prospects do not always understand why it matters.
Prospects say they'll think about it, then delay, disappear or never make a decision.
Clients choose the lowest fee, the smallest plan or no advice at all, even when your recommendation is right for them.
You know your advice has long term value, but fee conversations can still feel uncomfortable.
Many financial advisers offer valuable advice but struggle to make that value feel clear, simple and urgent.
Talking about advice fees, ongoing service and recommendations can feel uncomfortable.
Prospects do not always understand your advice process, recommendations or long term value.
When clients do not understand the value of advice, they compare fees instead.
Confusion causes hesitation.
Hesitation becomes I'll think about it.
I'll think about it. becomes weeks or months of delay.
Delay often ends in ghosting.
The goal isn't to become a pushier financial adviser.
The goal is to help clients make better financial decisions.
Practical tools financial advisers can use immediately in client meetings, discovery calls and recommendation conversations.
Most sales training focuses on selling.
Three 2 hour live, engaging online sessions designed to help financial advisers improve client conversations, explain value and reduce hesitation.
9.30am – 11.30am
Learn how to discuss advice fees, recommendations and ongoing service with confidence without feeling pushy or salesy.
12.00pm – 2.00pm
Learn how to simplify your advice message so clients understand it, remember it and act on it.
2.30pm – 4.30pm
Help clients understand the value of advice so fees become less of a barrier and better decisions become easier.
Live online 1on1 sales training for financial advisers • Session recordings included • Notes included
Learn to turn hesitant prospects into committed clients without pushy sales techniques.
Investment
£899
Full day sales training covering Confidence, Clarity and Value for financial advisers.
(f2f training also available + other training options)
✅ 6 hours of live training
✅ Practical exercises
✅ Actionable frameworks
✅ Session recordings included
Common questions about sales training for financial advisers.
Yes. This sales training for financial advisers is designed for advisers who dislike pushy sales techniques. The focus is on helping clients make better financial decisions through clearer communication, stronger value conversations and less confusion.
Yes. One of the three core areas focuses on value. You will learn how to explain your advice, process and ongoing service more clearly, so prospects are less likely to compare you purely on fees.
No. The training is suitable for financial advisers, IFAs, financial planners, wealth managers, mortgage advisers and advice teams at any stage. No previous sales training is required.
The training focuses on Confidence, Clarity and Value. Together, these help you improve client conversations, communicate advice more clearly and help clients make better buying decisions without traditional pushy selling techniques.
Yes. The sessions are recorded, so you can revisit the material afterwards and review anything you want to apply in your own client conversations.
It is practical. You will leave with frameworks, examples and ideas you can use immediately to improve how you discuss advice, recommendations, fees and value.
Most sales training focuses on scripts, objections and closing techniques. This focuses on how clients think, decide and buy advice. The aim is to make buying easier, not to pressure people into decisions.
Book a call with Ian and you'll discuss your advice business, your client conversations and whether this sales training for financial advisers is the right fit for you.
I deliver individual sales training and group sales training over Zoom as well as onsite in-person sales training for financial advisers, wealth managers, financial planners, insurance brokers, accountants, financial services, estate agents, real estate and mortgage advisers
I deliver corporarate sales training programs and sales training courses in London, sales training courses in Nottingham and across the UK.
This can be for non-sales professionals, such as customer services, IT department, Marketing, general staff, directors. I also offer B2B sales training
I also supply sales training for people who hate selling and my sales training programs are part of my sales training UK and sales training online courses
I deliver Sales training for teams (both sales teams and non-sales teams) across the UK:
I deliver sales training for financial advisers including the following locations:
Sheffield, Bristol, Exeter, North Hykeham, Westminster, Canary Wharf, Chelsea, Mayfair, City of London, Kensington, Shoreditch, Paddington, Camden, Hammersmith, Soho, Stratford and across the UK
I deliver sales training for small businesses across multiple industries sales training to small businesses including solicitors, recruitment consultants, SaaS companies, telecoms companies, education providers, private healthcare providers, cybersecurity, the automotive industry, manufacturing companies, law firms, construction businesses, retail businesses, hospitality businesses, consultants, logistics companies, IT Companies and marketing agencies
