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September 2016 Professional Presentation Skills for Financial Advisers. Limited to TEN Places Only






"If you are interested in improving your presentation skills, this is an absolute MUST DO course.  Phil is a master in coaching you and giving you the self-confidence to shine, and the self-belief that you can do it."

 Tony Byrne, Wealth and Tax Management


"Speaking in front of an audience allows the prospective client to get a feel for their potential adviser.  Whilst great listening skills is probably the number one priority of financial advisers it is only just surpassed by the ability to present confidently."

Justin King, Financial Planner


Professional Presentation Skills for IFAs and Financial Planners

Date:  Tuesday, 20th September 2016
Venue:  Dimensional Fund Advisors, Triton St, London, NW1 3BF.  Click here for map.
Time:  08.30am for prompt start at 09.00am.  Finish at 5.00pm.




As an IFA, financial planner or adviser, do you ever have to give presentations to:


  • Your office colleagues, staff or executive team? 
  • Prospects, clients or professional connections?
  • Seminars, client workshops and networking events?


Yes!  At some point most IFAs have to get on their feet to present and communicate.  Whether it's to colleagues in your business or within the wider profession - or to clients at seminars or workshops, if you can excel on your feet you'll stand out from the crowd.

In fact, most of the truly successful financial advisers around the world have used speaking opportunities at some point in how they communicate to clients and professional connections.

And whilst the Internet is increasingly dominating how advisers communicate with clients, still nothing compares to the power and impact of a live presentation.

What's more, seminars and presentations have been proven time and time again to be the single most effective way for financial advisers to get their message across and to generate high quality new client enquiries. 



But are you getting your message across with clarity, confidence and conviction?  Are you nervous?  Are you truly making the most of your moment in the limelight?


The way financial advisers present themselves has always been critical in building image, trust, reputation and credibility.  And in a post RDR world, professional and confident presentation skills are more important than ever. 

Those IFAs and Financial Planners who are able to present themselves effectively and powerfully at seminars, workshops, networking meetings, on stage and on video enjoy clear differentiation over others.

But let’s be honest – not everyone enjoys making ‘stand up’ presentations to groups of people!  It can be scary at the best of times, but most successful IFAs and financial planners use seminars and presentations at the heart of how they communicate and attract new clients - so it's an important skill to learn and one that will bring clear benefits to your financial advice business.

Having poor presentation skills is no longer an option, but the good news is that great training can make a huge difference in a relatively short period of time - and of course with practise!

The even better news is that extremely good incomes can be made by those wishing to take their speaking skills to the professional level.


In this one day intensive course you will learn:

The three big mistakes which IFAs consistently make in client presentations

Three mistakes IFAs are making which are preventing clients from remembering most of their presentation content

Three changes that can be made to an IFAs presentation which will make an instant positive change to their presentation style,




  • How to communicate with audiences with Clarity, Confidence and Conviction every time
  • Understand why you may feel nervous and how to turn speaking nerves to your advantage
  • A powerful and proven technique that will increase what your audience will remember from 10% to as much as 90%

  • How to build instant rapport and empathy with your audience
  • How to get your audience on your side within the first 30 seconds of your presentation
  • Three amazing techniques that professional speakers use to get audiences ‘on side’ even before they start to speak

  • How and when to use humour - including the right and wrong ways!
  • How to communicate creatively and examples of how and when to use visual aids
  • The right (and wrong) way to use PowerPoint

  • The right way to use client case studies during presentations
  • Persuasive communication techniques used by world class professional speakers who earn up to £10,000 per speech
  • Professionals’ tips on how to use and position your hands during presentations

  • Special techniques to communicate through eye contact and body language
  • Easy ways to prepare your presentation – when you should and shouldn’t use notes
  • The single most powerful presentation technique that guarantees your audience will proactively listen to your message

  • Techniques to prepare yourself mentally before you go on stage
  • How to identify, enhance and leverage your personal presentation style
  • How what you wear at your presentation will influence your audience

  • Examples of great speeches and why they wowed their audience
  • The right and wrong way to handle audience questions
  • How to develop handouts which people use and act on

  • How to use Social Media to enhance your reputation as an expert in your field (and get paid to speak)
  • and much more!

 How to become a professional speaker and move from 'free to fee'.  We will reveal the secrets of how to make big money as a professional speaker.  Professional speaking is not for everyone, but many seminar presenters often decide that they enjoy speaking so much that they want to take their speaking to another level.

So your workshop will include a special section which highlights: 

  • How to create a significant new income stream from your speaking skills
  • What you need to know about professional speaking - the good, the bad and the ugly
  • How to make money from every presentation you give - even when you're speaking without a fee

It may sound like a lot, but we're determined to give you as much value as possible.  And to guarantee that everyone gets the full attention they need to benefit from the workshop we are limiting attendance to just ten people.



What level is the workshop aimed at?

The workshop is aimed at people of all levels of speaking ability, but it is tailored specifically to the needs of financial advisers.  You will have probably given a few presentations and seminars, but you are now looking to 'up your game' with some proven advanced speaking skills and techniques.


Here's what previous attendees have said:

"This workshop has exceeded my expectations.  I have learnt SO much and made some great friends." 

Martin Millen, Susan Fleck Associates

"This course is worth every minute from start to finish.  You get involved and without even knowing you learn to present in an efective and compelling manner."

Jim Mills, Berns Brett


"An absolute must.  I never thought 48 hours ago that I could stand up in front of an audience with confidence - not using notes or slides"

Matt Walne, Santorini Financial Planning

“Without doubt the best presentation skills workshop I have attended.  Took me to another level and helped me feel comfortable with my natural style.” 

Jerry Quince, Nucleus Financial 

"Excellent, empowering course.  I was nervous, but by the end the buzz of increasing confidence delivering your presentation makes it all worthwhile." 

Peter Wray, Symphony Lifestyle Financial Planning


Your presentation skills coach for the day

Your coach for the day is Philip Calvert FPSA.  Philip is a Fellow of the Professional Speaking Association and has given presentations and speeches to thousands of IFAs and other business audiences over the last 25 years.  He is the author of the acclaimed Successful Seminar Selling and How to Make a Great Wedding Speech (How to Books).  

He has delivered communication skills training and presentations to senior directors at Hitachi, the Eden Project, Estee Lauder, Crossrail, Blockbuster Video, DVLA, The Royal College of Surgeons, the DTI, Del Monte, Oracle, River Island, Scottish & Newcastle, BUPA, Zurich, the Personal Finance Society, The Royal Institution of Chartered Surveyors, France Telecom, BP, ABN Amro, University of London, the British Medical Association, National Express, Oxfam, Ford, George Wimpey, Domino's Pizza Group, HM Prison Service, Littlewoods Gaming, Fullers, the Food Standards Agency, the Independent Police Complaints Commission, Miele and John Lewis.

Philip has also been fortunate enough to MC the Business StartUp Show at London's Excel, where as part of the event he interviewed Sir Alan Sugar live in front of thousands.

Philip has also appeared on BBC Breakfast TV as a presentation skills expert and in 2016 was a finalist in the British Excellence in Sales and Marketing Awards for Professional Sales Speaker of the Year.



The Venue 

The offices of Dimensional Fund Advisors are easy to get to, with convenient access to major mainline and underground stations (Regent's Park, Great Portland Street and Warren Street). 

It is a relaxed, comfortable and professional environment, with plenty of natural daylight.  Tea/coffee and refreshments are available thoughout the day.

The address is Dimensional Fund Advisors, 20 Triton Street, Regent's Place, London, NW1 3BF.  Click here for map..




Here's your chance to make a significant improvement to your business presentation skills.  

We guarantee that your colleagues, clients and professional connections will see a noticeable difference in the effectiveness of your presentations - and if you don't feel that you have made any progress at all after the workshop, we will refund your money in full.




Questions before you sign up?

Please contact Philip Calvert's at or to


“A refreshingly different, up-to-date and fun presentation skills course.  Thoroughly recommended.” 

Chris Macdonald, Nucleus Financial


Your investment and Guarantee

Your investment in this one day intensive course is £295 - discounted to £157 plus VAT for immediate bookings.

Your investment includes teas, coffees, lunch, refreshments throughout the day.  All attendees will also receive ongoing advice by email for 12 months after the event.  Just get in touch with Philip with any follow up questions and he will be happy to help. 


Please choose your option:


An important note about timing

To ensure that we cover everything in the schedule and to be fair to everyone, the event will start ON TIME. When the programme says it starts at 09.00am we mean just that.  We're sure you will understand the importance of this.  Thank you.


Cancellation Policy

People rarely cancel their booking, but if you do we'll do our best to transfer your ticket to a future workshop or provide a full refund. In the event of you cancelling your booking within 7 working days of the workshop, there is no refund, though we are happy to transfer your ticket to a colleague.





Official hashtag:  #IFAskills


Author: Philip Calvert
Posted: Monday, June 06, 2016 | 3:39:19 PM

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