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    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.

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    Leadership & Management Skills

    Strong, Effective Leadership!

    The ethos of Financial Charisma is really all about the CHARISMA......having personal appeal!

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    Sales Training 

    Sales Confidence, Authenticity!

    I work with corporate bankers to develop a consultancy
    ethos, helping potential

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Executive 1:1

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.

Corporate Culture

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.

Workshops

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.

Off-sites

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.

Stress Management

Positive and negative stress is a constant influence on all of our lives. The trick is to maximize the positive stress and to minimize the negative stress. Your participants will be shown how stress can be positive and negative, and we’ll look at the Triple A approach that will form the basis of this workshop.

The Stress Management workshop will give participants a three-option method for addressing any stressful situation, as well as a toolbox of personal skills, including using routines, relaxation techniques, and a stress log system. They will also understand what lifestyle elements they can change to reduce stress.

Workshop Objectives:

  • Identify the best approach to a stressful situation (Alter, Avoid, or Accept)
  • Understand what lifestyle elements you can change to reduce stress
  • Use routines to reduce stress
  • Use environmental and physical relaxation techniques
  • Better cope with major events
  • Use a stress log to identify stressors and create a plan to reduce or eliminate them

Social Media in the Workplace

We are being flooded with Social Media invitations and updates. Web-based communication icons like Twitter, Facebook, YouTube, and LinkedIn are dominating the way we interact with each other. People are feeling the need to be updated at all times. It has become a time eater, and businesses are quickly becoming aware of the drain it can have on productivity. People love to share, but they need to know what is alright to share and what should not be sent out.

Understanding Social Media is about communicating the right way. We are beginning to communicate more through electronic means than face to face. Talking on a phone has been replaced more and more with SMS (texting.) Social media channels are becoming the main form of communication and your participants will realize how Social media and the Workplace can work together.

Workshop Objectives:

 

  • Learn the meaning of social media
  • Learn different ways social media is used and altered
  • Build and maintain a social media policy
  • Keeping your social media secure
  • Establishing rules for the social media the company posts
  • Discover the benefits and pitfalls of using social media

Social Learning

Social Learning is an effective way to train your employees through modeling positive behaviors. It is a great way to promote cohesion and involvement as it builds a culture of learning. Your participants will learn the best way to conduct role plays, share best practices, and provide constant and immediate feedback.

With our Social Learning course your participants will be creating learning communities that benefit every aspect of your organization. They will learn new behaviors through observation and modeling and be instilled with a passion for learning.

Workshop Objectives:

  • Define and use social learning.
  • Identify social learning tools.
  • Manipulate group dynamics and culture.
  • Craft and lead role play scenarios.
  • Practice being a role model.
  • Understand modeling and observation. 

Social Intelligence

Social Intelligence is about understanding your environment and having a positive influence. Your participants will become more confident in their social situations by learning how to express and interrupt social cues. They will create positive connections and increase their influence during social situations.

Increasing Social Intelligence will provide benefits throughout their professional and personal lives. It is a fantastic tool for coaching and development as people will learn “people skills”. Improving social skills through active listening, understanding body language, and being more empathic will give your participants the advantage in their interactions. Social interactions are a two way street, know the rules of the road!

Workshop Objectives:

  • Be aware of our own behaviors
  • Learn to be empathetic with others
  • Know tools for active listening
  • Effectively communicate interpersonally
  • Recognize various social cues
  • Determine appropriate conversation topics
  • Know various forms of body language

Sales Fundametals

Although the definition of a sale is simple enough, the process of turning someone into a buyer can be very complex. It requires you to convince someone with a potential interest that there is something for them in making their interest concrete – something that merits spending some of their hard-earned money.

The Sales Fundamentals workshop will give participants a basic sales process, plus some basic sales tools, that they can use to seal the deal, no matter what the size of the sale. Your participants will become more confident, handle objections, and learning how to be a great closer.

Workshop Objectives:

  • Understand the language of sales
  • Prepare for a sales opportunity
  • Begin the discussion on the right foot
  • Make an effective pitch
  • Handle objections
  • Seal the deal
  • Follow up on sales
  • Set sales goals
  • Manage sales data
  • Use a prospect board

Safety In The Workplace

Workplace safety is the responsibility of everyone in an organization. Companies have legal obligations to meet certain safety requirements, but many go further than the minimum obligations. Safety standards and procedures must be put in place, and everyone needs to follow the standards in order for them to be effective.

Our Safety In The Workplace course will be instrumental in reviewing common hazards, safety techniques and after completion, your participants will have the tools to help them create a Safety policy for your work place. By identifying and anticipating hazards, employers can prevent injuries and keep employees safe.

Workshop Objectives:

  • Define workplace safety.
  • Understand legal responsibilities associated with a safe work environment.
  • Create a safety plan and identify hazards.
  • Recognize the role of management.
  • Develop training procedures.
  • Learn how to implement a safety plan.

Risk Assessment and Management

It is not possible to control or manage 100% of risk, but knowing what do before, during, and after an event will mitigate the damage and harm. Identifying potential hazards and risks and making it part of the day to day business is important. Safety should be the first priority as every business must face the reality of risks and hazards.

Through our Risk Assessment and Management course your participants will be aware of hazards and risk they didn’t realize were around their workplace. Identifying hazards through proper procedures will provide your participants the ability to prevent that accident before it occurs. Limiting and removing potential dangers through Risk Assessment will be an incredible investment.

Workshop Objectives:

  • Identify hazards and risks
  • Update control measures
  • Grasp the fundamentals of accident reports
  •  Identify risk management techniques
  • Outline a disaster recovery plan
  • Communicate to the organization

Public Speaking

According to a 1973 survey by the Sunday Times of London, 41% of people list public speaking as their biggest fear. Forget small spaces, darkness, and spiders, standing up in front of a crowd and talking is far more terrifying for most people. Through this workshop your participants will become more confident and relaxed in front of an audience which will translate into a successful speaking event.

However, mastering this fear and getting comfortable speaking in public can be a great ego booster, not to mention a huge benefit to your career. The Public Speaking workshop will give participants some basic public speaking skills, including in-depth information on developing an engaging program and delivering their presentation with power.

Workshop Objectives:

  • Identify their audience
  • Create a basic outline
  • Organize their ideas
  • Flesh out their presentation
  • Find the right words
  • Prepare all the details
  • Overcome nervousness
  • Deliver a polished, professional speech
  • Handle questions and comments effectively

Proposal Writing

A good proposal doesn't just outline what product or service you would like to create or deliver. It does so in such a way that the reader feels it is the only logical choice. Your participants will explore the proposal writing process including the most common types of proposals.

The Proposal Writing workshop will take participants through each step of the proposal writing process, from understanding why they are writing a proposal; to gathering information; to writing and proofreading; through to creating the final, professional product.

Workshop Objectives:

  • Identify the purpose of a proposal
  • Identify different types of proposals
  • Identify and perform the steps in the proposal writing process
  • Perform a needs analysis and write a goal statement
  • Prepare a proposal outline
  • Improve their writing skills with a variety of techniques
  • Use appropriate resources and ghosting to build a strong case
  • Add illustrations to their proposal
  • Proofread and edit their proposal
  • Add the finishing touches to create a professional-looking final product

Project Management

In the past few decades, organizations have discovered something incredible: the principles that have been used to create enormous successes in large projects can be applied to projects of any size to create amazing success. As a result, many employees are expected to understand project management techniques and how to apply them to projects of any size.

The Project Management workshop will give participants an overview of the entire project management process, as well as key project management tools that they can use every day. Working with project planning documents, such as needs assessments, risk management plan, and a communication plan will provide benefits throughout your organization.

Workshop Objectives:

  • Define projects, project management, and project managers
  • Identify the five process groups and nine knowledge areas as defined by the PMI
  • Describe the triple constraint
  • Perform a project needs assessment and write goals, requirements, and deliverables
  • Create key project documents.
  • Build a project schedule by estimating time, costs, and resources
  • Understand and use the work breakdown structure
  • Create project planning documents, such as a schedule, risk management plan, and communication plan
  • Use planning tools, including the Gantt chart, network diagram, and RACI chart
  • Establish and use baselines
  • Monitor and maintain the project
  • Perform basic management tasks, including leading status meetings and ensuring all documents are complete at the end of the project

Personal Development

pd

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

Leadership & Management Skills

ddd

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

Sales Training

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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

Home Page

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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