Thank you for enquiring about booking me for a training session.
Voyant licences: please ensure you have a valid license, for each ‘Adviser’ license you can add a ‘Paraplanner’ licence. Details HERETimings: The training sessions are for 4 (ish) hours, this is the ideal time for this type of training. Either 9:00-13:00 - 13:30-17:30, with a 15 mins comfort break. What's covered: I have trained more IFA's sophisticated financial planning than anyone else. I have more than enough material for all skill levels, however if you have specific requirements you want to cover please email me a simplified bullet point list prior to the session (andy@thevoyantist.com) this will allow me to prepare.Who should be there: everyone who will be involved in using the software. Definitely client facing Financial Advisers. Also support staff, paraplanners and admin team members. Group size: The ideal group size is 6-8, however i've trained much larger groups and also one person. So the group size isn't really important.Voyant's training vs mine: I'm often asked how is my training different to Voyant directly. I work very closely with Voyant, I still don't know what training they offer. However I've been using the software 11 years, I've been training advisers for 7 years. I have tacit knowledge of financial planning. I have had approx 450+ live client meetings using the software. I'm a practising Financial Adviser, this is my value.Your Investment: £795+vat VoyantMastery.com members it’s £649+vat.When should you do my training: If you're serious about learning Voyant, book me asap. I'll help highlight all the potential mistakes you'll make and also get your Voyant house in order. It's a beast of a system, you don't know what you don't know.
IF THIS IS NOT FOR YOU AT THIS POINT IN YOUR JOURNEY YOU CAN ACCESS MY TEACHINGS AND WISDOM AT VOYANTMASTERY.COM.
