Master Financial Communication That Actually Connects
Money conversations shouldn't feel awkward. We teach finance professionals and advisors how to explain complex concepts clearly, build genuine client trust, and have the difficult discussions that matter most to people's financial futures.
Explore Our Program
Learn From Practitioners Who've Been There
Our instructors aren't just educators. They've spent years in client-facing roles, navigating the toughest financial conversations and learning what actually works in real situations.
Fiona Alderton
After fifteen years as a financial planner, Fiona noticed something interesting. The advisors who succeeded weren't always the ones with the best technical knowledge. They were the ones who could translate complexity into conversations their clients understood and trusted.
She now teaches the specific techniques she developed through thousands of client meetings across market crashes, retirement planning sessions, and inheritance discussions.
Barnaby Kintyre
Barnaby spent a decade working with high-net-worth clients before realizing that understanding behavioral psychology mattered just as much as understanding portfolio theory. Maybe more, actually.
His approach focuses on recognizing emotional patterns in financial decision-making and adapting communication styles to help clients make choices they won't regret when markets shift.
Teaching Method That Mirrors Real Practice
We don't lecture at you for hours. Financial communication is a skill you build through practice, not passive listening.
Each session includes recorded role-playing scenarios based on actual client situations our instructors encountered. You'll work through market downturn conversations, explaining fee structures without losing trust, and discussing underperformance honestly.
- Review and critique your own recorded client explanations to identify unconscious jargon use
- Practice difficult conversations with feedback from peers who understand the pressure
- Develop your personal communication framework that matches your natural style
- Study real examples of successful and unsuccessful financial conversations
Three Progressive Learning Phases
The program runs over nine months, starting September 2025. Each phase builds specific capabilities you'll use immediately in your practice.
Foundation Skills
Breaking down how people actually process financial information. Learning to recognize when you've lost your audience and techniques to bring them back. Understanding the psychology behind common client objections.
Difficult Conversations
Practicing the scenarios that keep advisors up at night. Market downturns, fee justification, challenging a client's bad decision. Balancing honesty with maintaining the relationship through tough periods.
Personal Refinement
Developing your individual communication approach that feels authentic. Recording and analyzing your actual client conversations. Building long-term habits that prevent miscommunication before it happens.
Individual Support Throughout
This isn't a massive cohort where you're just another face in a Zoom gallery. We cap each program at eighteen participants specifically so instructors can provide meaningful individual feedback.
You'll have regular check-ins where you can bring real situations you're facing and work through them with someone who's navigated similar challenges. Some participants find this ongoing mentorship more valuable than the structured sessions.
Bi-Weekly Reviews
Bring recordings or transcripts from actual client interactions for specific feedback on what's working and what's creating confusion.
Communication Audits
Have your client correspondence and documentation reviewed for clarity, identifying where technical accuracy is overwhelming practical understanding.
Scenario Preparation
Upcoming difficult conversation? Practice it beforehand with someone who can anticipate likely client reactions and help you prepare responses.
Resource Library
Access templates, phrases, and frameworks developed by instructors through years of practice that you can adapt to your situations.
How The Nine Months Unfold
Starting September 2025, with sessions scheduled to accommodate Australian time zones. Most participants continue working full-time throughout the program.
Months 1-3: Core Foundations
Weekly 90-minute sessions focusing on how clients process financial information. You'll record baseline conversations to establish where you're starting. Introduction to behavioral finance principles that explain why logical explanations often fail with emotional decisions.
Months 4-6: Applied Practice
Bi-weekly sessions with heavier emphasis on role-playing difficult scenarios. This phase tends to feel uncomfortable because you're confronting situations most advisors avoid. Includes analysis of recorded client conversations from both historical examples and your current practice.
Months 7-9: Personal Development
Focus shifts to developing your individual approach that matches your personality and client base. Less structured sessions, more individual mentorship. Final project involves documenting your personal communication framework that you'll continue refining after the program ends.
Program Investment Options
Pricing reflects the small cohort size and individual attention each participant receives throughout nine months. All options include the same curriculum and mentorship access.
Individual Track
- All core curriculum sessions
- Bi-weekly individual mentorship
- Communication audit reviews
- Resource library access
- Recorded session archives
Installment Plan
- All core curriculum sessions
- Bi-weekly individual mentorship
- Communication audit reviews
- Resource library access
- Recorded session archives
- Flexible payment schedule
Firm Sponsorship
- All individual track benefits
- Firm-specific scenarios included
- Internal communication review
- Group discount pricing
- Custom scheduling options
Next Cohort Begins September 2025
Applications open in June. We typically fill the eighteen spots by mid-August, so worth reaching out early if you're interested. The selection process includes a conversation to make sure the program matches what you're looking for and that the cohort dynamics will work well.
Not sure if it's the right fit? Book a call with Fiona or Barnaby to discuss your specific situation and whether this approach makes sense for where you are in your practice.