Finding, Winning, & Retaining Clients  

Tailored to your business 
75 years+ experience 
Improved outcomes for you & your clients 
As sales improvement specialists we focus on the three critical sales Ps: 
People 
We support front line sales professionals, and their managers, to find, win and retain more clients & revenues. We start every engagement by highlighting the importance mindset plays in sales and, importantly, how to improve it. 
Process 
Sales isn’t a dark art. Rather, it’s a set of logical repeatable steps that drives consistency both in terms of sales activity, and for client or prospect experience. 
Performance 
What gets measured gets improved. It’s the combination of motivated, confident and skilled salespeople doing what they do best with following a consistent process that drives performance. 

Some of our Clients 

Testimonials 

“A brilliant course that equips you with tools to make meaningful and lasting changes to behaviours and practices, that if followed properly, will make you better at looking after your clients and improving sales across the board.” 
Fred, Investment Manager, London 
“I really enjoyed the three sessions and found them very useful for a number of reasons. The trainers were great, I had good groups for each session and I really enjoyed all of the discussions. I’m looking forward to implementing my learnings to help me grow moving forward.”. 
Kevin, Wealth Planner, Edinburgh 
“Excellent training course. Nick and Simon are both very helpful and informative.” 
Matt, Investment Manager, London 
“Excellent training programme, interesting with some great pointers. Never lost concentration which tends to happen to me if the content is dull. Have three good workbooks which will never be too far away from my desk. Many thanks.” 
Andrew, Investment Manager, Lancaster 
“I recently participated in a 3-part Ignite Growth workshop with Simon and Nick. I was a little sceptical at first, however as time progressed, I started to realise that the course was not about the ‘hard sell’, far from it in fact! While the main focus of the course was growth, their tactics to achieve this were much softer, putting our clients (both existing and potential) right at the heart of their programme.” 
Linsey, Investment Director, Edinburgh 
"Great course from Nick and Simon. If I had their training 25 years ago I’m convinced my book of clients would be twice as large today.” 
Dan - Investment Director, London. 
“A very good and useful course.”” 
Lee, Investment Director, Jersey 
The course has made me feel more confident that I am doing the right thing when speaking with clients and looking for opportunities, helping both the clients and the firm. A win, win situation!” 
Zoe, Stockbroking Director, Jersey 

Tried & Tested Approach 

Our systematic approach to sales training and coaching helps develop the people responsible for finding, winning, and retaining clients & revenues – whether they define themselves as sales professionals or not. Our clients tell us they value the way we work with them, unlocking their potential and driving growth. We know this works, we’ve seen the results first hand. 
More sales people on target 
Increase in sales activity 
Growth in new clients & revenues 
Client retention 

The Sales & Success Sandwich 

Mindset Development 
The biggest obstacle to success is often what the individual sales person or account manager is telling themselves. For example, if they think following up after a meeting is pushy then it’s unlikely the sales person will be successful in their post meeting activities – if they do them at all. Mindset drives behaviours, actions and, therefore, the outcomes. 
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