As a financial advisor you need to comply with increasingly strict regulations, while still finding more clients on a regular basis. Since RDR, finding new clients is more difficult than ever, but some advisors have figured out a way to secure new clients easily, without even selling.

There’s good news and bad news - the bad news is that effective client engagement skills have been left behind, and more and more advisors are struggling to reach the level of success they desire.

The good news is, you can learn the precise skills needed to find new high-value clients, make an instant connection with them, and get more sustainable business regularly.

Bernie DeSouza has over twenty years of experience helping financial advisors like yourself discover the exact skills required to make more money, and get more clients in line with current technical and compliance requirements.

Many leading financial advisors have encouraged Bernie to create a complete program which teaches them how to duplicate his success, and get more clients quickly and easily while maximizing the opportunities from current clients.

For the first time ever, all the material he uses to help advisors make more money is now available in one convenient home-study course.

Thousands of financial advisors have already attended Bernie’s MDRT conference presentations and world-renowned workshops to learn these skills - and now you can too!

What People are Saying About Us

Theory Turned into Practice

David Meinert

We're seeing theory turned into practice as the advisors are using his techniques in the field, and I thoroughly recommend Bernie to any financial advisor who wants to grow their business.

Instant Return on Investment

Barry Allaway

We have seen an instant return on investment, and the new structure here with the senior management team has given us the confidence to project 32% profit increase in the coming year thanks to Bernie's training and business strategy.

What is Included in this Programme?

  • With this business coaching program you can forget about vague, fluffy theories, and instead will learn exactly what to say and do every single time. These are advanced executive training skills that are only for experienced advisors who are serious about finding new clients at the right fees, as well as servicing current clients by maximizing opportunities.

You’ll learn profitable skills such as:

  • How to organise an automatic referral system to get a constant flow of new prospects

  • How to close more quickly and more easily

  • How to attract high net worth clients

  • How to get more appointments on the phone without rejection

  • Powerful time management skills to increase productivity and get more free time

  • How to get prospective clients to make a decision quickly

  • Advanced negotiation skills

  • How to build instant trust and develop new relationships

  • And more!

You’ll receive the exact business training that Bernie shares this in his £1200 workshops. After starting your program and comprehensive workbook, you’ll be able to start applying your new skills to make more money immediately.

So what’s going to be easier for you - to continue struggling to find new clients at the right fees, or learn the skills you need to get more high net worth clients immediately?


Get More Clients & Start Making More Money Today!

Your Coach

Speaker, Author, Executive Performance Coach

Bernie De Souza

Bernie De Souza is a World-Renowned International Speaker, Best-selling Author and leading authority in helping Professionals to get more clients with these key skills.

Bernie specialises in helping professionals with client acquisition, by explaining the exact words to use, to influence prospects and clients with Integrity to say yes please, more easily.

Bernie has spoken in over 50 countries helping people with skills like how to close more easily, how to fill their diaries with quality appointments and get Automatic referrals plus many more skills.

Bernie teaches these specialist skills at conferences, workshops, one to ones and blended learning programs.

Course curriculum

  • 1

    Welcome to the Course!

    • How to use this course

    • Before we begin...

    • Get your workbook
  • 2

    Chapter 1 - Automatic Referral Process

    • 01 Introduction

    • 02 Batting Order

    • 03 6 Questions to get Testimonials

    • 04 6 Questions Recap

    • 05 6 Levels of Communication

    • 06 Do you Have an Automatic Referral Process

    • 07 6 Benefits

    • 08 2 Key Secrets

    • 09 Who is a good referral for you

    • 10 Who is better at selling your business

    • 11 Referral Questions 1-3

    • 12 Referral Questions 4-6

    • 13 Referral Questions 7-9 + bonus

    • 14 Questions Recap

    • 15 Other Income Streams

    • 16 Final Recap
  • 3

    Chapter 2 - Interview on Automatic Referral Process

    • 01 Introduction

    • 02 The Three areas

    • 03 Questions for Testimonials

    • 04 The Secret Grid

    • 05 Questions for Referrals

    • 06 Breakdown of Referral Questions

    • 07 Referral Question Keywords

    • 08 Advanced tips

    • 09 Final Words Contact details
  • 4

    Chapter 3 - Getting Appointments on the Phone Rejection-Free

    • 01 Introduction

    • 02 Keep Records

    • 03 6 Levels of Communication

    • 04 Developing Rapport

    • 05 Making a Compliment

    • 06 Match Pace and Volume

    • 07 7 Rules before a call

    • 08 7 Rules during a call

    • 09 4 stages to a call and objections

    • 10 7 9 4 4 5

    • 11 9

    • 12 4

    • 13 4

    • 14 5

    • 15 Recap and final words
  • 5

    Chapter 4 - Interview on how to get Appointments on the Phone

    • 01

    • 02

    • 03

    • 04

    • 05

    • 06

    • 07
  • 6

    Chapter 5 - How to Build Instant Trust in Seconds

    • 01 Background

    • 02 6 Levels of Communication

    • 03 Same person new skills

    • 04 Would it be ok If

    • 05 Well you know how

    • 06 Most people

    • 07 6 Levels of Communication part 2

    • 08 Recap

    • 09 Closing Studio Recording

    • 10 Level 1 Closing What days best for you

    • 11 Level 2 Closing Whats going to be easier for you

    • 12 Level 3 Closing Most and Some

    • 13 Level 4 Closing Are You Ok With

    • 14 Level 5 Closing Before I get Started Tell a Story

    • 15 Recap Final Words
  • 7

    Chapter 6 - A 60 Second Pitch That Gets Leads

    • 01

    • 02

    • 03

    • 04

    • 05 7 Levels of closing

    • 06
  • 8

    Chapter 7 - How to Manage Time More Effectively

    • 01

    • 02

    • 03

    • 04

    • 05
  • 9

    Chapter 8 - Interview on Time Management

    • 01

    • 02

    • 03

    • 04

    • 05

    • 07

    • 06
  • 10

    Next Steps...

    • More resources for you

    • Before you go...