Before You Ask (F.A.Q)

Thank you for enquiring about booking me for an onsite training session. 

Time: The onsite sessions are for 4 hours, this is the ideal time for this type of training. The most common times are 9:00-13:00 or 13:00-17:00, with a 15 mins comfort break.  

What's covered: I have trained more IFA's in 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, 

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 4-6, however i've trained much larger groups and also one person. So the group size isn't really important.

Voyant's training: 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 10 years, i've been training advisers for the last 7 years. I also must of had approx 400+ live client meetings using the software. I'm a practising adviser, this is my value. My claim is that i'm the best in the world at training financial advisers on Voyant. It's your call. 

Your Investment: My fees range depending on the specifics of what's required. There will also be minimal travelling costs (trains, planes, boats, Ubers). I live in North West London. There's no travel subsidy for central London firms.

When should you get me in: If you're serious about learning Voyant, get me in 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.

Great coaching is like a time machine, it gets you to where you want to go way quicker. 

If this is not for you at this point in your journey you can access my teachings and wisdom at