The Wealth Management Coach
Business Development Programmes for Financial Advisers aspiring to be Wealth Managers and personal Wealth Management Programmes for individuals and families aspiring to optimise their lifestyle and legacy.
Business Client Services
As a business development coach and mentor with 35 years experience of wealth management practice ownership and sales, I run training courses and business development programmes aimed at Financial Advisers and advice firms looking to sustainably grow their fee income. My approach is focused on optimising the quality and quantity of your client relationships, and integrating a value-adding lifestyle and legacy-based Wealth Management Programme into your marketing and client service proposition. I can also help you develop and implement your own business succession, exit and retirement plans. Contact me if you’d like to find out more.
Personal Client Services
As a Chartered Financial Planner and Wealth Management Programme Director at Pritchard-Jeffs Limited, I coach and mentor successful individuals and multi-generation families, empowering them to take control and manage their personal and business finances more effectively. Following a robust financial planning and wealth management process, key financial and business plans and strategies are aligned with personal goals and values so that lifestyle and legacy outcomes are optimised for all. Contact me if you’d like to find out more.
Interested in finding out more?
If you decide to reach out to me, I’ll initiate a simple three-step process:
Discovery Meeting
So that I can find out all about you and your aspirations and make sure I can deliver the outcomes you seek.
Onboarding Process
If we decide to work together, I’ll make sure you are set up for success
Coaching Programme
This will be initiated, with content and agenda tailored to your specific goals, priorities, and circumstances.
Videos
My YouTube Channel, Pritchard-Jeffs TV, is the place to find training, development and promotional videos. Check out my YouTube Video library here.
Downloads
A variety of questionnaires, workbooks, white papers, articles and other useful and informative documents are available for you to download from my Document Library.
To register for access, simply sign up below.
"If we work together, I’ll set you on the right path and keep you moving forward."
Blogs
Take a look at my blog to find out all the latest information
Financial Adviser, Financial Planner or Wealth Manager (PART 3) – What Service to Provide?
This series of posts is aimed at Financial Advisers and Financial Planners wanting to understand how and why I believe they can attract more and
Financial Adviser, Financial Planner or Wealth Manager (PART 2): Which one are you?
This series of posts is aimed at Financial Advisers and Financial Planners wanting to understand how and why I believe they can attract more and
Financial Advisers, Financial Planners and Wealth Managers (PART 1): What’s the difference?
This series of posts is aimed at Financial Advisers and Financial Planners in the relatively early stages of their financial services career, wanting to understand
Contact Me
Fill out and submit the form below to let me know which service you are interested in and how I can contact you
