Training &
Education
We offer a number of programmes, online and in-person, live and recorded, that support those that work on the business and those that work in the business.
We also customise content to our clients' needs.
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Courses & Programs
Consulting, teaching, training, coaching & mentoring.
Currently available:
~ Consulting the business around philosophy and process.
~ Training advisors on the detail of business assurance.
~ Coaching advisors on how to show up in the business assurance space.
~ Leading / running your business assurance power hours / workshops / strat sessions / technical deep-dives.
~ Opening Business Assurance markets... presentations, workshops, teaching, training.
~ Business Assurance Mentorship with Business Assurance gurus.
~ Shadow Boxing... next-level role-playing
~ Come-alongs... accompanying advisors to meetings
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Coming soon:
~ Business Assurance Online Course
~ Business Assurance Playbook
Prospecting for Financial Advisors
Online course
In-person bootcamps
Coaching circle
The infamous Insane Prospecting suite of services has been brought into the FI Consult fold.
~ Online course... 27 modules, 25 CPD points
~ Full-day bootcamp... mix of businesses, min. 12 advisors
~ Half-day bootcamp... one business, min. 8 advisors
~ Coaching circle... online, every two weeks
Prospecting for Advice Businesses
Coming soon....
Presentations Skills
Available In-person and/or online.
Strategy sessions, workshops, online course.
Launch: 2025.
Become a powerful presenter
- Develop and enhance communication skills
- Become an impactful speaker
- Communicate ideas effectively
Media Training
Available In-person and/or online.
3 levels of facilitator:
- Journalist, talk show host & professional interviewer
- Talk show host and professional interviewer
- Professional media trainer
The Advisor Dojo
Online coaching circle
The Advisor Dojo is a virtual training ground for financial advisors that want to train hard and become better financial advisors
Click here for more info.
Business Assurance
Operations Mastermind
Online coaching circle
A unique initiative for operational excellence.
Click here for more info.