Business Mentorship

For estate planners and financial services professionals
Book a free consultationCheck out our services

Mentorship created specifically for your business

Save time & money

I’ve spent thousands on various business coaches, mentors, programs, sales consultants, operations directors, virtual assistants, and courses. The thing is, none of them specialise in financial services businesses, so I’ve had to take everything I’ve learned and twist it to fit my estate planning business. The good news is, I’ve got it all spelled out for you.

Is brilliant mentorship right for you?

Do you want to stand out in financial services?

Do your social media posts land on crickets?

Do you find yourself duplicating your work because none of your systems are integrated?

Are you spending loads of time and effort on marketing without clearly defining your ideal client?

If you answered yes to any of these, I can help you.

What I Can Help You With

Content

Branding

Systems

Marketing

U

Lead Magnets

Sales

Networking

Processes

Get clear on your brand identity and ideal client

First things first, you need to know who you are and who you serve. Branding doesn’t mean colours and fonts, y’all. It means the way you come across, your values, your persona. 

If you’re talking to everyone, you’re talking to no one. Marketing without defining your ideal client is like driving your car without petrol. It’s not going to go anywhere.

Is your social media content landing on crickets? Does it take you forever you write? Do you spend ages writing educational content?

Are you investing in marketing without having your brand personality and ideal client defined? STOP!

It’s time to put in the work to build the foundation for your entire business.

Sort out your systems & processes before you’re ‘big enough’

It’s easy to skate by on handwritten notes, free services, a custom email address, and homemade invoice templates. 

But that means that you’re constantly double-checking that you didn’t forget something. Your process takes a super long time to implement, and it isn’t seamless for your clients.

How do you take payments? Do you remember to ask each and every client for testimonials? Do you have a typical sales process you take everyone through?

What’s going to happen when you’re ‘busy enough’ to get your systems and processes in place? How will you onboard an employee or a VA? If you wait until then, you’re going to find yourself in a world of hurt.

Create your content strategy, email marketing, and lead magnets

Make sense out of funnels. Set up a basic email marketing strategy with a lead magnet that attracts your ideal client. Optimise your social media profiles.

Put out social media content with a consistent voice without spending hours writing posts. Schedule it to go out automatically so you don’t need to stress about it anymore! 

Create little bonuses to show your clients your appreciation. 

Show people who you really are and stophiding behind your business! You ready?

Check out my masterclasses

Frequently Asked Questions

How can we work together?

However you want! I offer 1:1 mentoring if you want specific support just for you. I also have a signature program which is now open at a no-brainer price to beta participants! Book a discovery call with me to chat more if you’re interested!

How Do I Know if Business Mentoring Is Right for Me?

If you want to grow your business and work less hours, and you don’t want to spend loads of time and money on various coaches, consultants, and courses, we should work together.

Do You Only Work With Established Companies?

Not at all! Whether you’re just starting out (which is the perfect time to invest in mentoring) or are an established business, I can help you.

Do You Offer Ongoing Consulting Services?

I work with clients on a 1:1 basis for as long as they want! If you’re interested in a more comprehensive approach, get in touch for a custom quote or apply to be a beta client for the Brilliant Estate Planner Program.

Huge thanks for your time and expertise earlier today at our best practice webinar! You have such a relaxed and down to earth approach.

Chris

BDM, Kings Court Trust

You’re absolutely brilliant, so informative and so good to hear from someone who knows our industry!

Amanda

Estate Planner

Just recommended you to a client and she said someone else recommended you, too! You’re obviously the bee’s knees around the North East. Good on you!

Phil

IFA

The Ultimate Estate Planner Checklist

Download the ultimate checklist to make sure you have everything you need, including:

Branding
Systems and Processes
Sales and Marketing

Nail this stuff and you’ll be well on your way to building a powerful, successful, recognisable business!

What are you waiting for?