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 throughout the buying process. I teach how to establish rapport and create a consultative relationship, how to profile your client's needs, how to over-deliver and exceed client expectations, how to help your client evaluate the options, how to overcome obstacles in the sales process and how to close the deal.

These are a few areas where I am regularly asked to consult on sales:

Sales Confidence and Authenticity
Rapport Building
Persuasion Engineering
Pitching to Win
Presentation Skills
How to Handle Q&A
Negotiation Skills
Turning Cold Calling into Warm Calling
Networking
Relationship Management
Cross-Selling Skills

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 at all times and bring out the best in your people. I create bespoke programmes that enable your corporation to successfully meet the leadership challenges you are facing in the current market. I work with executives to analyse personality types, master the art of delegation, manage difficult behaviours, motivate others, develop coaching skills, and build great teams

These are a few areas where corporations and their leadership teams benefit from my support:

Building a "Want-to-Be-Here" corporate culture
360 leadership evaluations
Developing coaching skills
Reinventing the leadership team
Improving relationshps with Board Members, Executives and Management
Increasing confidence company-wide
Team building
Creating a culture of accountability
Time managment company-wide
Stress managment company-wide
Creating a customer-focused ethos
Profiling employees

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 in such areas as influential communication, presentation skills, improving personal effectiveness, creative problem solving, business networking, building rapport, time management and assertiveness skills.

These are a few areas where I am regularly asked to work with executives:

Self-awareness and Emotional Intelligence
Verbal and non-verbal communication
Listening skills
Increasing confidence
Improving relationships
Acknowledgement of others
Time management
Stress management
Unresolved personal issues

Our Soft Skills Training stands out in the market because we change behaviour and we measure the impact on financial results.  

How many times have you attended a training course, learned a lot of very new and interesting things, but then never implemented any of them?  Or perhaps you applied some of the training in your work for the first day or two, but then reverted back to your old habits and ways.  

Our trainers all have a business background or are still in business and regularly utilise all of the skills they teach. They practice what they preach, so to speak, but there is very little "preaching" going on.  While other training companies are big on theory, we focus on practice.  Our training is very experiential and conducted by accomplished NLP Master Practitioners.  Our trainers achieve lasting behavioural change!

Gone are the days when companies (small and large) can afford the luxury of training that sounds interesting and would be nice to have.  We don't just deliver the training and walk away!  We work with you to develop methods to measure how the training will impact your bottom line.  Then we follow up to see how much more profitable your company is as a result of our work together.

Our flagship training programme teaches you to recognise states of mind (in yourself and others) and to use this skill for more effective decision-making, problme-solving, business relaitonships, communication, sales, leadership and much, much more.

   Develop You Full Potential Through Emotional Intelligence and Mindfulness

Though our course offering is applicable to all industry sectors, we specialise in:

Soft Skills Training for Accountants

Soft Skills Training for Financial Advisers

Soft Skills Training for Insurance Brokers

Some of the most popular training courses we offer include:

Stress Management

Coaching for Success

Presenting Confidently

Negotiating for Results

Successful Sales Strategies

Influencing Skills and Strategies

Business NLP

Effective Interpersonal Skills

Emotional Intelligence

Team Building

Customer Service Excellence

Business Leadership Skills

Click here to see the complete course offering

The ethos of Financial Charisma is really all about the CHARISMA......having personal appeal, being a captivating leader and possessing such client-centric charm that business lands easily in your lap. These are the soft skills that I rarely saw in banking executives during my extensive career. Those individuals that did exhibit "financial charisma" excelled in serving clients and inspiring others. Many executives struggle with soft skills and this can be particularly challenging in such a dynamic environment.

We have designed our offering under four broad headings of Personal Development, Leadership & Management Skills and Sales Training. You can learn more about each of these areas by exploring the three modules located at the bottom of this page. We have detailed the work that has been done with our clients in the past, as well as areas where we are typically asked to provide consultancy services. However, we prefer to design bespoke programmes and workshops to meet the specific needs of your organisation.

Have you ever thought about providing training for your employees in . . .

Integrity
Authenticity
Commitment
Accountability
Open and honest communication
Being powerfully responsible
Eliminating the victim mentality
What is holding you back from being your best
Setting audacious goals
Setting your life up to win
Creating a fulfilling professional and personal life

We want to hear about the greatest challenges that you are facing and together we will design a tailor-made solution.

We operate from a place of honesty and integrity, while being bold and inspirational, but never judgmental.

We help you and others in your company to discover and fully utilise the innate talents that lie within every individual as well as collectively within your organization. Success comes from the inside out. There is so much potential in every one of us, which is so often stifled in the corporate environment.

We empower individuals to develop into charismatic businessmen and women with exploding careers and rewarding personal lives. We energise your work environment and increase job satisfaction and productivity. We create the space for change to happen in a safe and confidential environment.

Our work is totally bespoke and designed for the specific needs and requirements of your organisation. We work with you on a 1:1 basis, we work with teams, we work on cultural and organisational change from the top down, we lead workshops & trainings and we co-ordinate retreats & off-sites.

We can work by the hour, the ½ day, the day, set up short-term or long-term individual coaching programmes, or consult on a contractual basis. Safe space and confidential

We tailor the way we work to suit every situation and budget.

Why should you work with me?
First of all, I've got the experience! I have had a senior level corporate banking career that spans 25 years. I understand what makes financial institutions and corporations tick and what the issues are.

I have successfully led client management teams as the Global Automotive Industry Head for Commerzbank and the European Automotive Industry Head for JPMorgan Chase. My teams were consistently amongst the top revenue producers for the Corporate Bank. I am a master of cross-selling and working effectively with all product areas within an organisation. I originated corporate finance transactions generating over €10 million per annum and managed a loan portfolio of over €3 billion, annually reviewing strategy and credit issues.

I was a highly effective client relationship manager and regularly won praise from my corporate customers for prompt follow-up, efficiency, anticipating their needs, having full insight into their business strategy, presenting appropriate financing structures and over-delivering.

I am an experienced corporate trainer with a special emphasis on Emotional Intelligence & Mindfulness in Business as well as Communication & Business Storytelling. which all have a direct impact on sales and the bottom line. I'm also a Master Practitioner of NLP for creating rapport, better communication and persuasion engineering.

I was Head of Business Strategy & Performance Development for the Corporate Bank of RBS and have been involved in establishing new businesses within the corporate banking environment, such as a Credit Portfolio Management group at Commerzbank. During this project, I helped management to implement new and very controversial loan pricing methodology and was instrumental in mediating pricing disputes.

I am adept at strategic planning and creative solution development and through skilful delivery of high level projects, I have been able to have a decisive impact on the bottom line of many top-tier financial organisations. I was able to slash capital costs by 10% for one of the financial institutions I worked for by leading a data clean-up initiative in the loan booking process.

I have experienced bank mergers first hand and worked on merger implementation. My career began in New York with Manufacturers Hannover, which then merged with Chemical Bank, subsequently merged with Chase Manhattan, and then with JP Morgan. I was also employed with Commerzbank when it acquired Dresdner Bank and worked on merger-related activities in London for 18 months where I delivered a credit derivative migration project on-time / on-budget by leading cross-functional teams effectively. I am versed in managing change initiatives and working collaboratively across departmental barriers to achieve corporate goals.

More importantly, working with me is fun and transformational.  I will not subject you to death by PowerPoint, but I lead very experiencial workshops and training programmes that result in behavioural change. 

At Financial Charisma, we believe that Human Capital is your greatest asset and we want to help you develop that asset in a way that will transform your business.

Financial Charisma is a Soft Skills Training and Executive Coaching business. The ethos of Financial Charisma is really all about the CHARISMA.....having personal appeal, being a captivating leader and possessing such client-centric charm that business lands easily in your lap. Those individuals that exhibit "financial charisma" excel in serving clients and inspring others.  Many executives struggle with soft skills and this can be particularly challenging in the dynamic business environment that exists today.

Our flagship training, "Developing Your Full Potential Through Emotional Intelligence and Mindfulness," teaches you to recognise states of mind (in yourself and others) and to use this skill for more effective decision-making, problem-solving, business relationships, communication, sales, leadership and much, much more.

The ONE area, which any business needs to address if it wants to lift itself from being averagely successful to excellent is Emotional Intelligence.  Solid research demonstrates the benefits of Emotional Intellligence in the workplace.

Top business leaders in organisations such as Google, BMW and FedEx are also now discovering the vast potential of Mindfulness training.  The Harvard Business School even includes Mindfulness principles in its leadership programmes.

Combining the best of Emotional Intelligence and Mindfulness in the workplace has resulted in our very popular and successful flagship programme, "Developing Your Full Potential Through Emotional Intelligence and Mindfulness."

We also consult, coach and train in other areas of Personal Development, Management & Leadership and Sales. What we teach goes beyond technical skills and is truly transformational at both a personal and organisational level. When people find clarity, inner balance and well-being, this leads to insight, vision and purpose, which translates into productivity, enthusiasm and wisdom in the workplace.

That is what we call Financial Charisma!

Personal Clarity, Inner Balance and Well-Being
Lead to Insight, Vision and Purpose
And translate into Productivity, Enthusiasm and Wisdom in the workplace

I look forward to working with you,