WELCOME

The videos linked from this page are designed to be used by small teams of financial advisers. They should be watched with the accompanying workbook.

The purpose of the course is to help teams to share valuable experience through focused personal storytelling. Each scenario is created to reflect the kind of experience advisers often come across. But it's not about financial planning or investing. (You know that already.) It's about dealing with the most complicated thing in your job – other people.

Our videos will explore these findings in more depth and help you create opportunity in your client relationships.


Click on a video below in order to view it.