ONLINE WORKSHOPS

ONLINE WORKSHOPS

RISK ADVICE

RISK ADVICE

COACHING

COACHING

TRAINING

TRAINING

Welcome

We have never had more education, greater technical knowledge and better compliance than we have in the financial services sector today – yet often communication and engagement skills are lacking.

After 25 years of fine tuning my own client engagement process in the personal risk advice space, I started my consultancy in 2004 because I felt I could make a difference to any financial advisers who either lacked a methodology or had gaps in their process when offering risk advice to their clients.

I look forward to helping YOU make business a natural consequence of your process.

Chris Unwin
Founder & CEO

Insurance training and Corporate trainer - Chris Unwin