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Presenting With Confidence For Financial Advisors

Six Secrets to Communicating More Effectively

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When you think of presenting, you usually think of a formal board pitch or a final presentation to a prospective family office. But that’s not the full story.

Presenting is really about communicating who we are and “selling” others on our objectives or ideas. Whether in a one-to-one with an employee you want to motivate or with a $25 million prospect, there are six definitive keys to confident presenting. In this course we'll teach you these principles and provide you with the tools you need to become a more eloquent, persuasive presenter.

What You Get:

  • Nine lessons that cover the Six Steps to Confident Presenting method.
  • A final review quiz to help you test your knowledge.
  • Worksheets to help you plan your presentations more effectively.
  • A copy of the Presenting With Confidence for Advisors ebook.
  • Unlimited access to course materials.


Your Instructor


Beverly Flaxington
Beverly Flaxington

Industry veteran Bev Flaxington has spoken to thousands of financial services professionals over the years on topics ranging from building an effective business to leadership and change management. In addition to almost 20 years as a practice management consultant, she has held several C-level positions in investment and advisory firms.


Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

Get started now!