My work career has been in the Financial Services sector. I worked in intermediary sales ( London & Manchester Ass; Albany Life; Friends Provident; IOMA). I loved it! I learnt how to manage: my time; client relationship management; long term successful sales team productivity; successful exam study; defuse conflict; recruitment; good business planning; technical knowledge particularly in trusts, taxation, products.My services are:Time management ; client relationship management; business planning; recruitment; team management; successful seminar/workshop management; exam study.Most popular services: Seminar/Workshop management: the formula for organising is a simple one: what is the objective ? Who is your audience? Is the venue appropriate? what is the agenda? what is the follow up process? Let me do the organising for youSTEP FS certificate ( & other exams)I set up and manage study groups for the STEP FS certificate (and other exams, including the CII Advanced certificates). The study groups have a high success rate in passes, close to 99% . The STEP FS certificate exam was created for financial advisers by STEP because the members want financial advisers to advise well on trusts, LPAs/POAs, taxation, other legal aspects and know when to involve a legal professional individual . In summary I create accountability; keeping the students on track and giving context to the knowledge acquired .Cash Flow Modelling:I coach and support individuals and practices in the use of Voyant, my favoured cash flow modelling tool. I support the user in bringing Voyant into the CRM process and ensuring it is a successful tool for the client and the adviser. I build plans for Voyant users. I will support the presentation to the client, if requested.Other businesses that could use cash flow modelling : estate agents; solicitors, particularly family/divorce........I am interested in developing the consumer market . .