The Art of First Meetings: Turning Prospects into Clients with Melissa Kidd
OnlineYour first conversation with a potential client sets the tone for your relationship. How do you establish trust instantly? What key phrases build credibility and showcase your value effortlessly?
ebi Quarter One 2025 Update
OnlineJonathan Griffiths CFA and Debbie Holmes at ebi will provide a quarter 1 macroeconomic overview followed by an asset class review and ebi portfolio update.
The Science of Wellbeing and Financial Happiness with Chris Budd of The Institute of Financial Wellbeing
OnlineJoin us for this exclusive webinar with Chris Budd to explore the key sources of wellbeing, the role of money in life satisfaction, and how to integrate wellbeing into financial planning. Plus, gain essential skills to help clients uncover their deeper goals.
Communicate Like A Comic
OnlineDiscover what professional comedians do before, during, and after a performance to engage their audience and deliver with impact—and how to apply the same techniques to your client conversations, pitches, and presentations. These tools will help transform your communication.