Services to Advisers

I help companies to gain a competitive edge by giving advisers the language, tools and confidence to deepen client loyalty, attract new business and build lasting purpose-led relationships.

As expectations evolve, clients increasingly seek advice that helps them use their wealth in ways that reflect their values, long-term goals and identity. This creates new opportunities for advisers who can meet this demand.

With trillions in assets about to change hands, firms that act now will lead in client trust, retention and growth.

I offer three short workshops to help firms respond with clarity and action:

• Workshop 1: Understanding the landscape and the 'Why'
• Workshop 2: Initiating the conversations - The Art of Inquiry
• Workshop 3: From purpose to practice

I build an external ecosystem of experts for companies, giving their clients access to support in financial literacy, governance, mentoring the rising generation, managing family businesses, and philanthropy strategy.

The firms that act now will set the standard for the next generation of client relationships.

Embedding purpose into your service isn’t a nice-to-have. It’s your edge in a changing market.

CONTACT ME