Initially some members of my team were affronted for the need of such a development course, but they all after the first meeting bought into the process.  As expected some knew it all but for those that were open to Noel's experience led training, it has made a positive impact on their soft skills and client relationships.

Noel practices what he preaches, he came and listened, asked questions and then developed a bespoke program for our team. 

I would recommend his services to any professional advisor or firm wanting to develop stronger relationship with their clients”

After 23 years in financial services (funds management sales and marketing) 2009 was the year I asked myself what had I learned, and did I have anything meaningful to share? 

I had learned that "selling" had nothing to do with selling anything to anyone; networking had nothing to do with handing out cards in the expectaion of a "lead"; and referring had nothing to do with referring anyone to anyone!

The product of the "ME" World of Selling is an unintended self-serving and self-centred language and mindset. It was time to create an intended client-serving and client-centred language and mindset - focused on the "YOU" World of Serving.

After four years my "Client Centred Conversations" program was ready.

Since 2013 I have delivered bespoke training programs on this topic for individuals and firms (small and large) in the areas of financial advice, accounting, financial product distribution, and medical specialist fields. 

My dream is to impact positively as many people as possible with the Mindset, Intentions, and Language of the World of Serving.