Book Coaching Session
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Coaching
If you’re looking to develop your financial planning career and business, then investing in coaching with Neil can really help supercharge things.
- FREE coaching taster session
- 1 to 1 coaching
- Neil in your pocket
- On-site business coaching day
Coaching With Neil
With over 20 years of experience in building and scaling financial planning firms, there’s not much you’ll encounter that Neil hasn’t already come across and solved many times over.
Whether you are….
- Outside the profession and looking for a way in.
- Currently a Financial Adviser (or other role) and want to build and offer a great lifestyle financial planning service.
- Thinking about going on your own.
- Wanting to earn more fees, attract more clients or increase your bottom line.
- Dealing with people and process issues in your business and need an experienced sounding board.
- Trying to get out of operations to spend more time with your clients, or vice versa.
- Burning out and need help to get your life more balanced and remember why you started.
- Need a succession plan that actually works.
Or maybe you’re just a little lost and need help finding out where you are, and where you want to go.
Whatever obstacles or hurdles you’re facing, Neil can help you navigate to where you want to be
Click the links in the options below for more information on each of the coaching packages.
Why Neil?
What most people love about working with Neil is that he’s been there, done it and is still doing it!
Neil’s passion for financial planning is clear to see and whatever it is that you are struggling with, he can normally see the way through it and more importantly, motivate you to get it done.
- Transitioned from Mortgage Broker to Financial Adviser to Financial Planner to Lifestyle Financial Planner to Founding CEO
- Built a financial planning business from one person to a team of over 50
- Built his own financial planning firm to £5m turnover
- Accrued over £200m of funds under advice
Neil’s Achievements and Experience
What most people love about working with Neil is that he’s been there, done it, and is still doing it!
Neil’s passion for financial planning is clear to see and whatever it is that you are struggling with, he can normally see the way through it and more importantly, motivate you to get it done.
He’s coached thousands of people for over 20 years and is adept at helping you to see what you’re not seeing and then help you build real life solutions to get you to where you want to be.
Couple this with one of the most experienced financial planning business minds around and it’s clear to see why financial planners and business owners love working with Neil as he ‘just gets it’.
Here’s a brief list of some of Neil’s achievements in Financial Planning to give you a taste of his level of experience.
- Started outside the profession and navigated his way in.
- Built a financial planning business from one person to a team of over 50.
- Transitioned from Mortgage Broker to Financial Adviser to Financial Planner to Lifestyle Financial Planner to Founding CEO.
- Built his own financial planning firm to £5m turnover.
- Accrued over £200m of funds under advice.
- Developed a marketing process that delivers regular weekly inbound on-target customers.
- Figured out how to specialise to dramatically increase all the business metrics.
- Transitioned himself from fully working IN a business to fully working ON a business.
- Designed and built a Lifestyle Financial Planning process to deliver a fantastic and consistent service to clients.
- Designed, mapped and installed efficient processes across all departments in the business.
- Developed a multi branch business model.
- Built a recruitment model that allows all talent to be home grown and trained in house, including financial planners & advisers (and earning within 6 weeks).
- Over 20 years experience training and coaching financial planners and management teams.
- Built a software engineering team and developed a Back Office system and suite of software of tools specifically for Financial Planners and Practice Managers.
- Designed, built and automated Lifestyle Financial Planning reports for clients.
- Built and managed a large Paraplanning team and all the processes that go with it.
- Created bespoke analytical software for switch analysis, reduction in yield, DB projections amongst others.
- Integrated Cash Flow Modelling into a bespoke Lifestyle Financial Planning service.
- Transitioned teams to fixed charges for financial planning work.
- Developed and built ‘Wow’ bespoke Lifestyle Financial Planning premises to compliment the service.
- Designed built and delivered client workshop presentations to aid in marketing for Retirement Planning, Investment Management, Estate Planning and Equity Release.
- Built a large social media following through relevant, consistent and high quality content.
- Maintains a 25% profit margin through a deep understanding of the commercials of a Financial Planning business.
- Developed organisational skills to allow him to work on ‘what only he can do’.
- Integrated a platform into the business for straight-through processing and administrative control.
- Holds Discretionary Investment Permissions and leads the Investment Committee.
- Keynote speaker for PFS Power, BMO, Back2y and more…
- Held SM16/17 compliance functions
- Multiple award winner including Professional Adviser Best Adviser To Work For (2023) and Best Marketing Initiative (2023).
- Member of the PFS Power Panel
- Pension Transfer Specialist.
- Chartered Financial Planner
- Oh, and whilst doing that he built his own house, raised 5 kids and lost 5 stone (not related????).
Coaching Programs Overview
Flexible coaching options with Neil to help you get from where you are now to where you want to be.
- Coaching to get your business motoring efficiently
- Coaching to stay on course with your goals
- In person or via video
- Get Neil in your pocket
Coaching Options
Testimonials
I wasn’t sure whether Neil could help but within 5 minutes of my first session I know I’d found someone who was going to make a difference for me.
It’s spooky how fast he drills down to the issues.
What I love about working with Neil is that he just ‘gets it’. When you feel like you’re in the thick of it you think no one will ever understand what you’re going through and then you talk to Neil and he just talks your language because he’s been where you are and got through it.
Neil likes to say that a great coach should ‘send you away knowing a little bit more about yourself than when you arrived’ and by god, he certainly did that – I was thinking about it for days afterwards.
I wish I’d engaged with Neil five years earlier and I think I’d have saved myself a lot of anguish
Like Neil says, he’s made all the mistakes so you don’t have to.
I felt my business was getting away from me and that we needed better systems and processes in order to help us grow. During our work with Neil we learnt that although that was partly the case, our biggest issue was people – getting the right people in the right seats and nailing their accountabilities. It wasn’t what I wanted to hear, but over time the hard work in putting that right has really paid dividends (literally!).
I love that he can coach you through issues you have with clients but also the business and commercial issues and (annoyingly sometimes!) you can’t really ignore him because the proof is in his pudding
The best money I have ever spent in terms of the pound for pound return on investment for my business.
Certainly does what he says he will do – the Ronseal of financial planning!