
Personal Development
Wisdom, Productivity, Enthusiasm!
Working in the financial services industry requires the same level of proficiency in soft skills as in the more technical aspects of the job.
E-mail:
This email address is being protected from spambots. You need JavaScript enabled to view it.
Phone: +44 1306 735 368 and +44 7920 156 788
Catapult your career and well-being to new heights with the personal attention you’ll get working with me on an individual basis. Become an even more valuable asset to your employer and secure your next promotion.
Grow and develop your leadership team so that the changes ripple down throughout your entire organisation. Take responsibility at the top to inspire others and inject new energy into your business.
Set up training and workshops for your employees that go beyond the normal course offering. Train for confidence, not just skills and set new and inspiring standards for success.
Get everyone inspired and on the same page with offsites and corporate events that don’t just temporarily motivate the team, but have a lasting and transformative impact.
Have you ever wondered why it seems so difficult to talk with some people and so easy to talk with others? Can you recall an occasion where you met someone for the first time and immediately liked that person? Something about the individual made you feel comfortable.
A major goal of this two-day workshop is to help you understand the impact your communication skills have on other people. You will also explore how improving these skills can make it easier for you to get along in the workplace, and in life.
What Will Students Learn?
Identify common communication problems that may be holding you back
Develop skills to ask questions that give you information you need
Learn what your non-verbal messages are telling others
Develop skills in listening actively and empathetically to others
Enhance your ability to handle difficult situations
Deal with situations assertively
What Topics are Covered?
Creating positive relationships
Growing our self-awareness
Communication basics and barriers
Asking questions and listening skills
Body language
Communication styles
Creating a positive self-image
Frame of reference
Techniques for the workplace
Assertiveness
Your brain, thoughts, and behaviour are at the core of everything that you do every day, even if you aren’t aware of it. In order to truly achieve the results that you want to achieve, you must master the art of bringing your unconscious thoughts to the surface, so that you can have real choice over how you interact with and respond to the world. Neuro Linguistic Programming (NLP) can give you the tools to do just that. In this 2-day workshop, you will learn the basics of NLP. We will give you the tools to manage your thoughts, and thereby manage yourself. We will also give you some hands-on experience with important NLP techniques, including anchoring, establishing congruency, developing rapport, creating outcomes, interpreting and presenting information efficiently, and even some self-hypnosis techniques.
What Will Students Learn?
Define neuro linguistic programming (NLP) and its key terms
Describe the key presuppositions of NLP
Describe the five key senses as seen by NLP
States of mind/modes of thinking using predicates & visual cues
Develop and refine response strategies for any situation
Use enriched language to engage your audience
Interpret body language based on NLP principles
Ask clean, precise questions to get the information you need
Use hypnotic language and positive commands to get results
Develop a deeper rapport with others
Use anchoring to create a desired state of mind
Become congruent with your inner self
Understand and apply basic self-hypnosis techniques
Create goals with momentum using NLP’s outcome framework
Present, interpret, and analyze information using the 7±2 rule and the chunking technique
What Topics are Covered?
What is Neuro Linguistic Programming?
The NLP Presuppositions
The Senses According to NLP
Using Enriched Language
Interpreting Body Language
Asking Clean Questions
The Power of Hypnotic Language
Putting it All Together
Developing Rapport
Getting in Tune with Yourself
Self-Hypnosis
Creating Comprehensive Outcomes
Creating a Desired State with Anchoring
Chunking Information
When we talk about influence and persuasion, we often talk about marketing and sales. However, we influence in many ways and with great frequency. If you want a raise, sometimes you need to persuade your boss. If you want to convince your team to adopt a change, help your staff make choices, or choose the best place for lunch, there is often influencing taking place. This one day workshop will help participants learn how to influence and persuade in a variety of areas.
What Will Students Learn?
Make decisions about using persuasion versus manipulation
Apply the concepts of pushing and pulling when influencing others
Describe different techniques for getting persuasive conversations and presentations underway
Make a persuasive presentation by using the 5 S’s
Apply storytelling techniques to extend influence
Leverage concepts of neuro linguistic programming in everyday influence and persuasion
What Topics are Covered?
Understanding persuasion
Preparing to persuade
Getting off on the right foot
Presentation strategies
Using stories to persuade
Using neuro linguistic programming (NLP) techniques
It’s no secret that the sales industry continues to change and evolve rapidly. This is an exciting and dynamic profession, although it is often underrated and misunderstood. The back-slapping, high pressure, joke-telling sales person has disappeared. In his place is a new generation of sales professionals: highly trained and well groomed, with the characteristics of honesty, trustworthiness, and competence. This one-day workshop will help you learn how to be one of those smart sales professionals!
What Will Students Learn?
How to explain and apply concepts of customer focused selling
How to use goal-setting techniques as a way to focus on what they want to accomplish and develop strategies for getting there
How to apply success techniques to get the most out of work
Productivity techniques to maximize their use of time.
Ways to find new clients and network effectively
What Topics are Covered?
| Selling skills | The sales cycle |
| Framing success | Setting goals with SPIRIT |
| The path to efficiency | Customer service |
| Selling more | Ten major mistakes |
| Finding new clients | Selling price |
Your success as a manager can often depend on how well your team operates. How are their problem-solving skills? Are they enthusiastic and motivated to do their best? Do they work well together? There have been hundreds of studies demonstrating that human beings function better and learn better in groups. If you want to develop your team leadership skills and unleash the talent of your individual team members, this workshop is a practical look at current leadership practices that work.
How You Will Benefit:
Identify different types of teams.
Build teamwork by recognizing and tapping into the twelve characteristics of an effective team.
Promote trust and rapport by exploring your team player style and how it impacts on group dynamics.
Recognize the key elements that move a team from involvement to empowerment and how to give these elements to your team.
Develop strategies for dealing with team conflict and common situations.
Understand how action planning and analysis tools can help your team perform better.
What You Will Cover:
Types of teams
| The TORI model | The Team Player Survey |
| Organizations Today | The Stages of Team Development |
| Communication Skills | Shared Leadership |
| DeBono’s Thinking Hats | Managing Team Conflict |
| The Trust/Relationship Model | Obtaining Consensus |
| Team-Shaping Factors | Team Problem-Solving |
| SWOT Analysis |
Introduction and Course Overview
You will spend the first part of the day getting to know participants and discussing what will take place during the workshop. Students will also have an opportunity to identify their personal learning objectives.
Organizations Today
To begin the day, we will look at how changes in organizations have affected teams.
Types of Teams
During this session, we will define the word “team.” We will also look at some different team models, including traditional teams, task forces, and cyber teams.
Team Norms
This session will look at some of the benefits and pitfalls of teams. We will also establish some team norms: ground rules that a team can use to help them work together.
Towers
One way of looking at team development is the TORI model. Participants will experience this model through a fun exercise.
Beckhart’s Activities
Richard Beckhart said in 1972 that there are four activities a group should perform on a regular basis if they desire to grow into a team. Since researchers today still agree on these four activities, we will spend some time exploring each activity.
The Four Stages of Team Development
Every group of people, whether they are a team or just a group working together, grows and evolves. We will spend this session looking at Tuckman and Jensen’s four stages of team development: forming, storming, norming, and performing.
Parker’s Characteristics
The twelve characteristics of effective teams were developed by Glenn Parker, who has devoted his whole life’s work to studying teams. We will discuss each of them in detail through a combination of lectures, small group work, and case studies.
Glenn Parker Team Survey
During this session, participants will complete a survey constructed by Glenn Parker. This survey will help participants identify their team player style. Participants will then work in small groups to discuss the strengths and weaknesses of their style.
The Trust/Relationship Model
We will look at how trust impacts relationships through a lecture and small group work.
Creativity
This session will examine two types of thinking: lateral and vertical. We will also look at how these thinking models affect creativity.
The Six Thinking Hats
During this session, we will discuss Edward De Bono’s six thinking hats. Then, we will explore how these hats can help us in a team environment.
Team Shaping Factors
First, we will discuss the four factors that shape a team during a lecture. Then, participants will apply the knowledge to a case study.
Problem Identification
This session will demonstrate a key point of problem solving: you can’t fix it if you don’t know what is broken!
Exploration, Analysis, and Evaluation
Team problem solving needs a three-phase approach: exploration, analysis, and evaluation. We will look at this model through a combination of lectures and group work.
Other Problem-Solving Techniques
During this session, we will look at some other key problem solving tools, including the fishbone technique, the lasso, and force field analysis.
Interventions
This session will look at some common problems that teams face and some recommended solutions.
Resolving Conflict
Solving conflict in a positive way is key for building a strong team. This session will look at types of conflict and tips for resolving conflict. Participants will also take part in a role play to demonstrate the concepts learned.
SWOT Analysis
Performing an analysis of the team’s strengths, weaknesses, opportunities, and threats can be a great measuring stick. We will discuss how to perform such an analysis, and then participants will work in small groups to complete a case study.
Developing Team Action Plans
To wrap up the day, we will look at some planning tools that teams can use to help them grow and improve, including improvement plans and action plans.
Workshop Wrap-Up
At the end of the day, students will have an opportunity to ask questions and talk with the trainer.
Emotional intelligence, also called EQ, is the ability to be aware of and to manage emotions and relationships. It’s a pivotal factor in personal and professional success. IQ will get you in the door, but it is your EQ, your ability to connect with others and manage the emotions of yourself and others, that will determine how successful you are in life.
We have all worked with and listened to brilliant people. Some of them were great and… well, some were not so great. The mean and the meek and all those in between can teach us more than they realize. When we look at the truly extraordinary people who inspire and make a difference you will see that they do this by connecting with people at a personal and emotional level. What differentiated them was not their IQ but their EQ – their emotional intelligence.
Some of the ways you will benefit:
Understand what emotional intelligence means
Recognize how our emotional health and physical health are related
Learn techniques to understand, use, and appreciate the role of emotional intelligence in the workplace
Understand the different emotions and how to manage them
Create a personal vision statement
Understand the difference between optimism and pessimism
Validate emotions in others
What You Will Cover:
| History of emotional intelligence | Definition of emotional intelligence |
| Optimism | The seven human emotions |
| Personal vision | Values, principles, strengths, and talents |
| Validating emotions in others | And much more! |
This one-day workshop will help you teach participants how to:
Understand what emotional intelligence means
Recognize how our emotional health and physical health are related
Learn techniques to understand, use, and appreciate the role of emotional intelligence in the workplace
Understand the different emotions and how to manage them
Create a personal vision statement
Understand the difference between optimism and pessimism
Validate emotions in others
Introduction and Course Overview
You will spend the first part of the workshop getting to know participants and discussing what will take place during the workshop. Participants will also have an opportunity to identify their personal learning objectives.
History of Emotional Intelligence
This session outlines some of the milestones and important people who have contributed to the world of emotional intelligence.
Emotional Intelligence Defined
You will introduce a few definitions of emotional intelligence and then have participants create their own definition.
EI Blueprint
Next, you will cover skills and concepts behind identifying emotions, understanding and managing emotions, and using and communicating emotions.
Optimism
This session outlines the basics of optimism and how it differs from pessimism.
Validating Emotions in Others
In this session, you will give participants two models to validate emotions in others.
Emotions
This session will explore the seven primary human emotions.
Setting Your Personal Vision
Participants will explore their own emotions by looking at their principles, values, strengths, talents, potential obstacles, and relationships.
Workshop Wrap-Up
At the end of the workshop, students will have an opportunity to ask questions and fill out an action plan.
People who can master the art of negotiation find they can save time, save money, develop a higher degree of satisfaction with outcomes at home and at work, and earn greater respect in the workplace.
Negotiating is a fundamental fact of life at any level. Whether you are working on a project or fulfilling support duties, this two day workshop will provide you with a basic comfort level to negotiate with both internal and external clients. This interactive workshop includes techniques to promote effective communications and gives you techniques for turning face-to-face confrontation into side-by-side problem solving.
How You Will Benefit:
Understand how often we all negotiate and the benefits of good negotiation skills.
Recognize the importance of preparing for the negotiation process, regardless of the circumstances.
Identify the various negotiation styles and their advantages and disadvantages.
Develop strategies for dealing with tough or unfair tactics.
Gain skill in developing alternatives and recognizing options.
Have the opportunity to practice the “how to” of these skills in a supportive environment.
Understand basic negotiation principles, including BATNA, WATNA, WAP, and the ZOPA.
What You Will Cover:
| What is Negotiation? | The Successful Negotiator |
| Preparing for Negotiation | The Nuts and Bolts |
| Making the Right Impression | Getting off to a Good Start |
| Exchanging Information | The Bargaining Stage |
| Inventing Options for Mutual Gain | Getting Past No and Getting to Yes |
| Dealing with Negative Emotions | Moving from Bargaining to Closing |
| The Closing Stage |
This workshop will help you teach participants:
The benefits of good negotiation skills.
The importance of preparing for the negotiation process, regardless of the circumstances.
Various negotiation styles and their advantages and disadvantages.
Strategies for dealing with tough or unfair tactics.
How to develop alternatives and recognize options.
Basic negotiation principles, including BATNA, WATNA, WAP, and the ZOPA.
Introduction and Course Overview
You will spend the first part of the day getting to know participants and discussing what will take place during the workshop. Students will also have an opportunity to identify their personal learning objectives.
What is Negotiation?
To begin, participants will explore the different types of negotiation (including positional bargaining) and the phases of negotiation.
The Successful Negotiator
Next, participants will explore key attributes of a successful negotiator.
Preparing for Negotiation
During this session, participants will learn the elements of preparing for negotiation: identifying your fears and hot buttons; doing research into your issues and the opponent’s issues; and preparing your WAP, BATNA, WATNA, and ZOPA.
The Nuts and Bolts
This session will give participants some tips on preparing their documentation and choosing a place for the negotiation.
Making the Right Impression
Next, participants will learn the importance of self-presentation during the negotiation, including small talk, attire, first impressions, and their handshake.
Getting off to a Good Start
During this session, participants will explore how to establish common ground and how to use ground rules.
Exchanging Information
This session will look at how to exchange information, and what to do if the negotiation gets off to a bad start.
The Bargaining Stage
Participants will learn six techniques for negotiating success and they will have an opportunity to practice and observe these techniques through a role play.
Inventing Options for Mutual Gain
Next, participants will learn about the four obstacles to mutual gain, and how to turn them into negotiation advantages.
Getting Past No and Getting to Yes
This session will look at ways to get past no and how to break an impasse, so that you can get to “yes.”
Dealing with Negative Emotions
During this session, participants will explore some ways to deal with negative reactions during a negotiation.
Moving from Bargaining to Closing
Next, participants will learn how to tell when it’s time to move from the bargaining phase to the negotiation phase.
The Closing Stage
This session will discuss ways to build win-win solutions, achieve a sustainable agreement, and reach consensus.
Workshop Wrap-Up
At the end of the day, students will have an opportunity to ask questions and fill out an action plan.
A great presenter has two notable qualities: appropriate skills and personal confidence. Confidence comes from knowing what you want to say and being comfortable with your communication skills. In this two-day workshop, you will master the skills that will make you a better speaker and presenter.
What Will Students Learn?
What Topics are Covered?
What’s Included?
Instruction by an expert facilitator
Small, interactive classes
Specialized manual and course materials
Personalized certificate of completion
This workshop will help you teach participants how to:
Course Overview
You will spend the first part of the day getting to know participants and discussing what will take place during the workshop. Students will also have an opportunity to identify their personal learning objectives.
Communication
To begin, participants will explore key communication skills, including how to start and end a conversation.
Stop! Check Your Mouth!
Next, participants will learn about characteristics that can make or break the audience’s impression of a speaker, including volume, clichés, slang, diction, jargon, and tact (or lack thereof).
What’s Your Type? How About Mine?
During this session, participants will explore their personality type and what it means for them as a speaker.
Positive Self-Talk
In this session, participants will learn how to build their self-confidence – a key skill for any public speaker.
Trust
This session will explore the idea of rapport and how it can help build relationships.
Maximizing the Most of Meetings
Meetings are a central part of communication and cooperation within any organization. This session will give participants some ways to successfully prepare for and present at any meeting.
Body Language
During this session, participants will learn some ways to make sure their body language is sending the right message.
Sticky Situations
This session will give participants some tools to deal with uncomfortable situations.
I Can Just Send an E-mail, Right?
Next, participants will explore the value of oral presentations.
Overcoming Nervousness
To conclude the first day, we will look at some suggestions for handling nervousness.
The Five S’s
To begin the second day, participants will learn about the five S’s of a good presentation: significance, scenario, solutions, sequelae, and suggestions.
Start Writing!
This session will focus on the nuts and bolts of creating your presentation.
Audience Profile
Next, participants will look the value of audience profiles.
Your Speaking Voice
This session will look at the eight key parts of a presenter’s message.
Add Punch to Your Presentation
There are many types of visual aids. We will provide an overview of, and tips for, the most common visuals during this session.
Your Presentation
To wrap things up, participants will prepare and present a short presentation. Participants will evaluate each other and provide constructive feedback.
Workshop Wrap-Up
At the end of the workshop, students will have an opportunity to ask questions and fill out an action plan.
Coach, Role Model, Counselor, Supporter, Guide...do these words ring a bell? Being a coach involves being a role model, sometimes a counselor or supporter, and always a guide. Coaching is based on a partnership that involves giving both support and challenging opportunities to employees. Knowing how and when to coach is an essential skill that can benefit both you and your organization. This one-day workshop will help you become a better coach in all senses of the word.
How You Will Benefit:
Understand how coaching can be used to develop your team.
Develop the coaching skills that help improve individual performance.
Demonstrate the behaviors and practices of an effective coach.
Recognize employees’ strengths and give them the feedback they need to succeed.
Identify employee problems and ways you can help to correct them.
What You Will Cover:
| Defining coaching | The two schools of coaches |
| Five critical coaching skills | Communications skills |
| Non-verbal communication | Johari Windows |
| Learning styles and principles | Methods of feedback |
| Benefits/consequences approach | Dealing with problem employees |
| When not to coach |
This one-day workshop will help you teach participants how to:
Use coaching to develop their team
Develop the coaching skills that help improve individual performance
Demonstrate the behaviors and practices of an effective coach
Recognize employees’ strengths and give them the feedback they need to succeed
Identify employee problems and ways you can help to correct them
Introduction and Course Overview
You will spend the first part of the day getting to know participants and discussing what will take place during the workshop. Students will also have an opportunity to identify their personal learning objectives.
Defining Coaching
The first part of the morning will be spent exploring what coaching means (in general and to participants), reviewing coaching skills, and evaluating the pre-assignment.
Interpersonal Communication Skills
Communicating well is a key aspect of successful coaching. During this session, participants will explore different communication skills and create an action plan.
Self-Disclosure
Joe Luft and Harry Ingraham developed the Johari windows concept, a way of looking at our self-awareness and our ability to ask feedback of others. This session will look at the window and examine how we can use it when coaching.
Critical Coaching Skills
Participants will examine important coaching skills in small groups, including helping, mentoring, teaching, and challenging skills.
More on Communication
This lecturette will examine two powerful, simple coaching tools: asking questions and listening.
Learning Styles and Principles
We learn in three different ways: by seeing, by hearing, and by doing. In a large group discussion, participants will identify ways to incorporate these methods into coaching.
Benefits/Consequences
During this session, we will examine a tool that coaches can use to help gain buy-in for change from employees.
Skills Involved in Coaching
Participants will work in small groups to complete a mix-and-match exercise that will familiarize them with key coaching skills.
The Coaching Model
This session will explore a four-step coaching model that can be applied to any situation.
Feedback
Feedback is an essential component of coaching. You will discuss types of feedback and offer some tips in lecture format during this session.
Coaching Problems
To wrap up the day, participants will examine case studies and offer solutions.
Workshop Wrap-Up
At the end of the day, students will have an opportunity to ask questions and fill out an action plan.
Today’s workforce is experiencing job burnout and stress in epidemic proportions. Workers at all levels feel stressed out, insecure, and misunderstood. Many people feel the demands of the workplace, combined with the demands of home, have become too much to handle. This one-day workshop explores the causes of such stress, and suggests general and specific stress management strategies that people can use every day.
How You Will Benefit:
Understand that stress is a positive, unavoidable part of everybody’s life
Recognize the symptoms that tell you when you have chronic stress overload
Identify those situations in your life that cause you the greatest stress
Identify those actions which add to your stress
Change the situations and actions that can be changed
Deal better with situations and actions that can’t be changed
Create an action plan for work, home, and play to help reduce and manage stress
What You Will Cover:
| Defining Stress and How It Affects Us | What Is Stress About? |
| Building a Solid Foundation | Mental Strategies |
| Stress at Work | Stress at Home |
| Time Management Tips | Drainers and Fillers |
What’s Included?
Instruction by an expert facilitator
Small interactive classes
Specialized manual and course materials
Personalized certificate of completion
Specific learning objectives include:
| Understand that stress is a positive, unavoidable part of everybody’s life | Recognize the symptoms that tell you when you have chronic stress overload |
| Identify those situations in your life that cause you the greatest stress | Identify those actions which add to your stress |
| Change the situations and actions that can be changed | Deal better with situations and actions that can’t be changed |
| Create an action plan for work, home, and play to help reduce and manage stress |
Introduction and Course Overview
You will spend the first part of the day getting to know participants and discussing what will take place during the workshop. Students will also have an opportunity to identify their personal learning objectives.
Defining Stress and How It Affects Us
To begin, participants will discuss how they would currently handle stressful situations. Participants will also define stress, and they will learn what their score on the pre-assignment (the Holmes-Rahe stress scale) means. To conclude the session, participants will discuss the role of gender and health on stress.
What Is Stress About?
This session will explore the four things that stress is about. Participants will also learn about the positive effects of stress and what eustress is.
Building a Solid Foundation
Next, participants will learn about the four pillars of stress management. Special focus will be given to relaxation techniques.
Mental Strategies
This session will give participants two mental strategies to manage stress.
Stress at Work
During this session, participants will complete a stress inventory to help them identify areas of stress at work. Participants will also identify some solutions for work-related stress.
Time Management Tips
A little bit of planning can go a long way towards reducing stress. Participants will work in small groups to brainstorm ways of managing time.
Stress at Home
Next, participants will get some tips on running their household in a way that reduces stress, including budgeting, planning meals, general organization, and chores.
Drainers and Fillers
To wrap things up, participants will identify the things that drain and energize them. They will also take another look at the stressful situations from this morning to see how they might approach those situations differently now.
Workshop Wrap-Up
At the end of the day, students will have an opportunity to ask questions and fill out an action plan.

Working in business requires the same level of proficiency in soft skills as in the more technical aspects of the job. I work with your executives and senior managers to improve their performance ... Read More

Strong and effective leadership skills are a necessity in today's volatile business environment. For you to maintain a competitive advantage, you need to be on top of your game ... Read More

I work with business executives to develop a consultancy ethos, helping potential customers to solve a problem or fill a need. This approach to selling focuses on your customer and adds value to the client ... Read More

Financial Charisma is all about making your company or business a productive, thriving and innovative environment in which to work. The corporate world has undergone ... Read More