Ian's approach to selling is as simple as he pretends to be!
Sales training for financial advisers that helps clients understand the value of advice, stop delaying decisions, and choose with confidence.
Even when your advice is right, clients hesitate or go quiet.
Confusion is the real villain
They move to a lower fee adviser
Fees feel safer when value isn’t clear
They try to handle it themselves
DIY platforms, guesswork, costly mistakes
They do nothing at all
No action. Risk quietly builds.
Clients are really saying they don't get it
And when value doesn't land:
• Fees get squeezed
• Clients take a reduced scope of advice
• Good prospects quietly disappear
All this undermines confidence in your pricing and your process
Good advice shouldn’t lose out because it isn’t clearly understood
Conversations not converting?
You’re having long client meetings, but financial advice decisions stall or go quiet.
Time is spent. Revenue doesn’t move.
Struggling to demonstrate value?
Prospects see financial advice as similar everywhere and compare on fees.
Your expertise gets undervalued.
Fed up when prospects focus on fees?
Clients fixate on fees instead of outcomes and long-term impact.
Better advice loses to cheaper options.
Feel slimy talking about money?
Pricing conversations feel awkward, forced, or apologetic.
Confidence drops when fees come up.
Clients picking more affordable packages?
Prospects choose lower-cost financial advice, even when it’s not right for them.
Premium services get ignored.
Not charging enough for your services?
You underprice financial advice to avoid pushback or objections.
Margins shrink. Pressure builds.
Convert more leads into high-paying clients
Turn good financial advice conversations into clear client decisions.
Drive clients to fully embrace your premium services
Clients understand the true impact of your financial planning and choose it.
Stop discounting — charge what your expertise is worth
Fees are understood, justified, and accepted without pushback
Fill your pipeline with high-value leads that convert faster
You attract clients who value advice, not just lower costs.
Turn existing clients into your hottest source of new leads
Confident clients refer because they finally get your value.
A free guide to clearer conversations and better decisions
Sales training for financial advisers delivered through focused one-to-one support, group programmes, and in-person sessions.
I work with financial advisers who want to sell without pressure while driving real results.
I’ve spent 26 years helping professionals sell without pressure while driving real results.
The techniques I’ve developed empower you to clearly showcase your value through a step-by-step strategy that makes buying from you feel effortless for your clients.
Helping financial advisers, IFAs, financial planners, wealth managers and advisory teams simplify their message and sell without pressure.
By simplifying your message and avoiding pushy tactics, you’ll win more business without overwhelming potential customers or feeling “salesy.” It’s about creating an environment where clients naturally see your services as the obvious solution.
Imagine gaining more clients, upselling premium services, and charging what you’re worth—all without hard selling. This approach isn’t just easier—it’s more effective.
No pressure. No selling. Just natural conversations that lead to lasting results.
I also also deliver in-person and remote sales training for financial advisers in London, Plymouth, Southampton, Brighton, Bristol, Reading, Milton Keynes, Norwich, Birmingham, Wolverhampton, Stoke, Coventry, Nottingham, Sheffield, Doncaster, Kingston-upon-Hull, Leeds, Manchester, Liverpool, Newcastle, Sunderland and upto Edinburgh and Glasgow.
Yes. I work with individual advisers and full sales teams. Whether you need support for one adviser or your whole sales team, the focus is on helping clients understand your value and make decisions
Yes. I help you improve your sales programme so conversations lead to clear decisions. The goal is to improve your sales programme without changing your values or adding pressure.
I typically teach a structured training programme, but a few times per year I also run a focused virtual workshop on a subject such as “value”. The training programme builds lasting change, while the virtual workshop gives practical tools your advisers can use straight away.
I offer flexible delivery around your business, your clients and your schedule. All support is designed to offer flexible options, including one to one, group and remote sessions.
You’ll learn simple sales techniques that help clients understand your value and choose your advice. These sales techniques are practical, natural and designed for real client conversations.
