Find out how

We would love to work with you!

Scroll down to find out about what we do, and how we might work together.

How can we help?

There are a number of ways we work with our clients.

Perhaps you are looking to learn coaching skills to improve your client meetings and deepen those relationships. Maybe you want to learn to get the very best out of your team, increase engagement and improve staff retention. Or maybe you are looking for support for yourself through one to one coaching.

You can find out more about each of our services below and then please get in touch for a chat and let’s find out together how we can best support you.

Team training

With increasingly challenging and complex working environments, we all need to make the most of the time we spend together. We want to get the best thinking and ideas from every individual present, and ultimately, achieve the very best outcomes. Spending just a day or two together on this course can help you to achieve just that.

Unlocking Excellence: The Financial Planner's Coaching Blueprint

This course, and subsequent Financial Discovery Coaching qualification equips financial planners with the critical skills needed to build deep, trusting client relationships. The skills learned and practised will enable you to add greater value and so ultimately attract and land more of your ideal clients.

Time to Think Foundation and Thinking Partnership Courses

Perhaps you have read Time to Think by Nancy Kline and are interested in finding out more. Perhaps you have experienced a Thinking Environment for yourself and are interested in learning how to create one for others. The Time to Think® Foundation and Thinking Partnership courses are the starting point for your Thinking Environment training journey and we would be delighted to welcome you along.

Individual coaching

How often do you get the chance to Think? Really Think. For yourself, as yourself, and without interruption.

My approach to coaching offers you just that. The central promise, core to my work with coaching clients, is that I will not interrupt you. A promise that frees you to Think. Courageously, independently and at your very best.

Keynote speaking

If you are looking for someone to speak at your next event, please get in touch. Whether your audience is interested in developing their Leadership skills and improving team engagement and culture, or Financial Planners interested in adding more value to their client relationships and developing their meeting skills. Becca will bring together her experience and knowledge to deliver an engaging and enlightening talk that will give new insights and ideas.

Transforming Meetings

Team training

With increasingly challenging and complex working environments, we all need to make the most of the time we spend together. We want to get the best thinking and ideas from every individual present, and ultimately, achieve the very best outcomes. Spending just a day or two together on this course can help you to achieve just that.

Coaching training for financial planners

Unlocking Excellence: The Financial Planner's Coaching Blueprint

This course, and subsequent Financial Discovery Coaching qualification equips financial planners with the critical skills needed to build deep, trusting client relationships. The skills learned and practised will enable you to add greater value and so ultimately attract and land more of your ideal clients.

Thinking Environment courses

Time to Think Foundation and Thinking Partnership Courses

Perhaps you have read Time to Think by Nancy Kline and are interested in finding out more. Perhaps you have experienced a Thinking Environment for yourself and are interested in learning how to create one for others. The Time to Think® Foundation and Thinking Partnership courses are the starting point for your Thinking Environment training journey and we would be delighted to welcome you along.

Individual coaching

How often do you get the chance to Think? Really Think. For yourself, as yourself, and without interruption.

My approach to coaching offers you just that. The central promise, core to my work with coaching clients, is that I will not interrupt you. A promise that frees you to Think. Courageously, independently and at your very best.

Keynote speaking

If you are looking for someone to speak at your next event, please get in touch. Whether your audience is interested in developing their Leadership skills and improving team engagement and culture, or Financial Planners interested in adding more value to their client relationships and developing their meeting skills. Becca will bring together her experience and knowledge to deliver an engaging and enlightening talk that will give new insights and ideas.

Find out more

Would you like to learn how we could help you or your team move from overwhelmed to in control and empowered? Or perhaps learn the skills to hold more meaningful meetings with your clients, deepen relationships and be more successful at converting leads.

Success Stories

I ran our management meeting this morning and tried to introduce some of the elements that we experienced last week, just to see how it changed the meeting and oh my goodness what a difference!

I asked everyone to share their opening thoughts in a round, and then we discussed “What is your biggest challenge within the business at the moment” and moved on from there. I also introduced the appreciation of the individual too and I could tell this really touched everybody.

Just from the changes today I noticed there was reduced conflict, less interrupting, more openness and the highest rating (we score our meetings out of 10) we have seen in a while!

Anna Butcher – Practice Manager at Sound Financial

I just wanted to thank you again for everything you shared and taught us during your course – sometimes you come away from these days with one or two things to use in practice, but you really have done more than that for us. We have already experienced much calmer meetings which makes me feel really positive about the future of the business. I know we have a long (and challenging) journey ahead, but I am so glad you have introduced us to The Thinking Environment this early on in our journey.

Rebecca Gow, Chartered Financial Planner, Clear Cut Financial Planning