• banner7

    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.

    Read more

  • banner8

    Leadership & Management Skills

    Strong, Effective Leadership!

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

    Read more

  • banner4

    Sales Training 

    Sales Confidence, Authenticity!

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

    Read more

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.

Business Writing

Writing is a key method of communication for most people, and it's one that many people struggle with. Writing and communication skills have degraded with more and more people communicating through email and text messaging. Developing writing skills is still important is the business world as creating proper documents (such as proposals, reports, and agendas), giving you that extra edge in the workplace.

The Business Writing workshop will give your participants a refresher on basic writing concepts (such as spelling, grammar, and punctuation), and an overview of the most common business documents. These basic skills will provide your participates with that extra benefit in the business world that a lot of people are losing.

Workshop Objectives:

  • Gain better awareness of common spelling and grammar issues in business writing.
  • Review basic concepts in sentence and paragraph construction.
  • Know the basic structure of agendas, email messages, business letters, business proposals, and business reports.
  • Know tips and techniques to use when deciding the most appropriate format to use for agendas, email messages, business letters, business proposals, and business reports.
  • Know tips and techniques in writing agendas, email messages, business letters, business proposals, and business reports.
  • Gain an overview of Request for Proposals, Projections, Executive Summaries, and Business Cases.
  • Define proofreading and understand techniques in improving proofreading skills.
  • Define peer review and list ways peer review can help improve business writing skills.
  • List guidelines in printing and publishing business writing.

Business Succession Planning

The loss of valuable leadership can cripple a company. Business succession planning is essentially preparing successors to take on vital leadership roles when the need arises. It is essential to the long-term survival of a company. Every company should have a form of succession planning in its portfolio as it is not the expected absences that can cripple a company, but the unexpected ones.

Whether it is preparing someone to take over a position of leadership in a corporation, or the sole proprietor of a small business Business Succession Planning will teach you the difference between succession planning and mere replacement planning. How you prepare people to take on the responsibilities of leadership so that the company thrives in the transition is just as important as picking the right person for the job.

Workshop Objectives:

  • Define business succession planning and its role in your company.
  • Lay the groundwork to develop a succession plan.
  • The importance of mentorship.
  • Define and use a SWOT analysis to set goals.
  • Create a plan, assign roles, and execute the plan.
  • Communicate to develop support and manage change.
  • Anticipate obstacles, and evaluate and adapt goals and plans.
  • Characterize success.

Business Etiquette

This course examines the basics, most importantly to be considerate of others, dress/appearance, the workplace versus social situations, business meetings, proper introductions and 'the handshake', conversation skills/small talk, cultural differences affecting international business opportunities, dealing with interruptions, and proper business email and telephone etiquette. Have you ever been in a situation where:

  •     You met someone important and had no idea what to say or do?
  •     You spilled soup all over yourself at an important business event?
  •     You showed up at an important meeting under or overdressed?

Let's face it: we've all had those embarrassing etiquette gaffes. Our Business Etiquette workshop will help your participants look and sound their best no matter what the situation.

 

Workshop Objectives:

  • Define etiquette and provide an example of how etiquette can be of value to a company or organization.
  • Understand the guidelines on how to make effective introductions.
  • Identify the 3 C’s of a good impression.
  • Understand how to use a business card effectively.
  • Identify and practice at least one way to remember names.
  • Identify the 3 steps in giving a handshake.
  • Enumerate the four levels of conversation and provide an example for each.
  • Understand place settings, napkin etiquette and basic table manners.
  • Understand the meaning of colors in dressing for success.
  • Differentiate among the dressy casual, semi-formal, formal and black tie dress code.

Business Ethics Skills

A company's ethics will determine its reputation. Good business ethics are essential for the long-term success of an organization. Implementing an ethical program will foster a successful company culture and increase profitability. Developing a Business Ethics program takes time and effort, but doing so will do more than improve business, it will change lives.

A company's ethics will have an influence on all levels of business. It will influence all who interact with the company including customers, employees, suppliers, competitors, etc. All of these groups will have an effect on the way a company's ethics are developed. It is a two-way street; the influence goes both ways, which makes understanding ethics a very important part of doing business today. Ethics is very important, as news can now spread faster and farther than ever before.

Workshop Objectives:

  • Define and understand ethics.
  • Understand the benefits of ethics.
  • Create strategies to implement ethics at work.
  • Recognize social and business responsibility.
  • Identify ethical and unethical behavior.
  • Learn how to make ethical decisions and lead with integrity.

Business Acumen

Through our Business Acumen workshop your participants will improve their judgment and decisiveness skills. Business Acumen is all about seeing the big picture and recognizing that all decisions no matter how small can have an effect on the bottom line. Your participants will increase their financial literacy and improve their business sense.

Business Acumen will give your participants an advantage everyone wishes they had. The workshop will help your participants recognize learning events, manage risk better, and increase their critical thinking. Business Acumen has the ability to influence your whole organization, and provide that additional edge that will lead to success.

Workshop Objectives:

  • Know how to see the big picture
  • Develop a risk management strategy
  • Know how to practice financial literacy
  • Develop critical thinking
  • Practice management acumen
  • Find key financial levers

Budgets And Financial Reports

Money matters can be intimidating for even the smartest people. However, having a solid understanding of basic financial terms and methods is crucial to your career. When terms like ROI, EBIT, GAAP, and extrapolation join the conversation, you'll want to know what people are talking about, and you'll want to be able to participate in the discussion.

The Budgets And Financial Reports workshop will give you a solid foundation in finance. We'll cover topics like commonly used terms, financial statements, budgets, forecasting, purchasing decisions, and financial legislation.

Workshop Objectives:

  • Identify financial terminology
  • Understand financial statements
  • Identify how to analyze financial statements
  • Understand budgets
  • How to make budgeting easy
  • Understand advanced forecasting techniques
  • Understand how to manage the budget
  • Identify How to make smart purchasing decisions
  • Identify the legal aspects of finances

Body Language Basics Skills

Can you tell if someone is telling the truth just by looking at them? It is a skill that a lot of people do not have. Through Body Language Basics you will be given a set of tools to use to your advantage. These tools can be utilized in the office and at home. Understanding Body Language will provide you a great advantage in your daily communications.

Body Language Basics will provide you with a great set of skills to understand that what is not said is just as important than what is said. It will also give you the ability to see and understand how your own Body Language is being seen. You will be able to adjust and improve the way you communicate through non-verbal communications.

Workshop Objectives:

 

  • Define body language.
  • Understand the benefits and purpose of interpreting body language.
  • Learn to interpret basic body language movements.
  • Recognize common mistakes when interpreting body language.
  • Understand your own body language and what you are communicating.
  • Practice your body language skills.

Basic Bookkeeping Skills

Numbers! Numbers! Numbers! Wherever you go, you are bound to see them. On addresses, license plates, phones, prices, and of course, money! Numbers connect us all to each other in many more ways than we might imagine. Essentially, our world revolves around numbers.

Some of us enjoy dealing with numbers while others may have a fear of them, or even a phobia. For those of you who have already recognized and appreciate the impact that numbers actually have on just about everything, you deserve a cookie. Welcome to Basic Bookkeeping!

Workshop Objectives:

  • Understand basic accounting terminology.
  • Identify the differences between the cash and accrual accounting methods.
  • Keep track of your business by becoming familiar with accounts payable and accounts receivable.
  • Use a journal and general ledger to document business financials.
  • Utilize the balance sheet.
  • Identify different types of financial statements.
  • Uncover the reasons for and actually create a budget.
  • Be familiar with internal and external auditing.

Attention Management Skills

A distracted employee is a less effective employee. Employees who do not pay attention to their work can waste valuable time and make careless mistakes. Your participants will be more efficient at their job, make fewer mistakes, and overall be more productive.

Attention Management is a useful skill that allows managers to connect with their employees on an emotional level and motivate them to focus on their work and how to reach their personal and company goals. Your participants will gain valuable insight and strategies into what it takes to be more attentive and vigilant.

Workshop Objectives:

  • Define and understand attention management.
  • Identify different types of attention.
  • Create strategies for goals and SMART goals.
  • Be familiar with methods that focus attention.
  • Put an end to procrastination.
  • Learn how to prioritize time.
  • Increased productivity
  • Increased job satisfaction

Assertiveness & Self Confidence

Self-confident and assertiveness are two skills that are crucial for success in life. If you don't feel worthy, and/or you don't know how to express your self-worth when communicating with others, life can be very painful. These skills will provide opportunities and benefits to your participants in their professional and personal lives.

The Assertiveness And Self-Confidence workshop will give participants an understanding of what assertiveness and self-confidence each mean (in general and to them personally) and how to develop those feelings in their day-to-day lives. These skills will encompass many aspects of your participant's lives and have a positive effect on all of them.

Workshop Objectives:

  • Define assertiveness and self-confidence, and list the four styles of communication
  •  Describe the types of negative thinking, and how one can overcome negative thoughts
  • Explain the difference between listening and hearing.
  • Define the importance of goal setting, and practice setting SMART goals for assertive behavior
  • Utilize methodologies for understanding your worth -- and the use of positive self-talk
  • List reasons why a pleasing appearance and body language are critical for creating a strong first impression
  • Practice sending positive communications phrased as “I-Messages”
  • Practice strategies for gaining positive outcomes in difficult interpersonal situations.

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

fff

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

pd

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