First Meeting Skills

Meet our Speakers

We've gathered some of the top experts in the field to discuss this topic. With years of experience between them, they're well-equipped to offer invaluable insights and perspectives.

Paul Armson

Inspiring Advisers : Life Centered Planners

John Dashfield

Client Centred Advisers

Richard Mullender

Former Scotland Yard Hostage Negotiator, The Listening Institute

Kim Potgieter CFP®

Chartered Wealth Solutions, South Africa

Anthony Villis CFP®

First Wealth

Talks

Advisor Success - Braver Conversations

How to successfully communicate Life Centered Financial Planning - and keep the focus on what matters most!

Advisor Success - How to escape 'Advisor Ground Hog Day' and bring meaning and purpose to your client value proposition.

Listen. Like Your Life Depends On It

Creating a transformational client experience

How to bring a real sense of urgency to Life Centered Financial Planning

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