Speaking engagements where we lay out the potential of global best practice transformation, with wins for all stakeholders.
FIND OUT MORETransform your business with our leading global comprehensive coaching and mentoring program for owners, practice managers, and advisers – online or facilitated.
FIND OUT MOREA full consultancy designed specifically for your firm. This could be holistic such as an advisory board role, or project specific.
FIND OUT MOREHis knowledge and understanding of client behaviour is exceptional, as is his ability to understand their relevant issues, needs and wants. David delivered possibly the best training I have seen in...
Principal & Private Client Adviser
READ MOREPut simply, David is the best financial services advice and sales trainer I have seen. In my 25 years in the advice industry, primarily in senior management positions; through much...
CEO - Shadforth Financial Group
READ MOREDavid, thanks again to you for your assistance and support recently in our national MLC Roadshow. Your passion and conviction, knowledge and expertise were evident and helped to motivate and energise...
General Manager - Adviser Solutions, NAB/MLC
READ MOREDavid is a Financial Planning "Guru". He mesmerized the faculties and students at International College of Financial Planning with his talk in April 2014. There was a transfer of knowledge on...
Chief Mentor - International College of Financial Planning (ICFP), Delhi, India
READ MORETo give you a little bit of feedback regarding your presentations in South Africa: the IFAs loved it! I just had a chat to Kevin and apparently he has never seen...
Business Development Manager - Allan Gray
READ MOREIt was indeed a pleasure working with you and investing a week learning from your lifetime of wisdom in Financial Planning in Australia. It is truly remarkable to see what you...
Managing Director - Bajaj Capital
READ MOREOn behalf of the team at NAB UK, thank you so much for taking the time and for your significant contribution in speaking to so many of our associated advisers in...
MLC Investment Management & Pivotal Consulting - National Australia Group, UK & Europe
READ MOREHis knowledge and understanding of client behaviour is exceptional, as is his ability to understand their relevant issues, needs and wants. David delivered possibly the best training I have seen in...
Principal & Private Client Adviser
READ MOREPut simply, David is the best financial services advice and sales trainer I have seen. In my 25 years in the advice industry, primarily in senior management positions; through much...
CEO - Shadforth Financial Group
READ MOREDavid, thanks again to you for your assistance and support recently in our national MLC Roadshow. Your passion and conviction, knowledge and expertise were evident and helped to motivate and energise...
General Manager - Adviser Solutions, NAB/MLC
READ MOREDavid is a Financial Planning "Guru". He mesmerized the faculties and students at International College of Financial Planning with his talk in April 2014. There was a transfer of knowledge on...
Chief Mentor - International College of Financial Planning (ICFP), Delhi, India
READ MORETo give you a little bit of feedback regarding your presentations in South Africa: the IFAs loved it! I just had a chat to Kevin and apparently he has never seen...
Business Development Manager - Allan Gray
READ MOREIt was indeed a pleasure working with you and investing a week learning from your lifetime of wisdom in Financial Planning in Australia. It is truly remarkable to see what you...
Managing Director - Bajaj Capital
READ MOREOn behalf of the team at NAB UK, thank you so much for taking the time and for your significant contribution in speaking to so many of our associated advisers in...
MLC Investment Management & Pivotal Consulting - National Australia Group, UK & Europe
READ MOREHis knowledge and understanding of client behaviour is exceptional, as is his ability to understand their relevant issues, needs and wants. David delivered possibly the best training I have seen in...
Principal & Private Client Adviser
READ MOREPut simply, David is the best financial services advice and sales trainer I have seen. In my 25 years in the advice industry, primarily in senior management positions; through much...
CEO - Shadforth Financial Group
READ MOREDavid, thanks again to you for your assistance and support recently in our national MLC Roadshow. Your passion and conviction, knowledge and expertise were evident and helped to motivate and energise...
General Manager - Adviser Solutions, NAB/MLC
READ MOREDavid is a Financial Planning "Guru". He mesmerized the faculties and students at International College of Financial Planning with his talk in April 2014. There was a transfer of knowledge on...
Chief Mentor - International College of Financial Planning (ICFP), Delhi, India
READ MORETo give you a little bit of feedback regarding your presentations in South Africa: the IFAs loved it! I just had a chat to Kevin and apparently he has never seen...
Business Development Manager - Allan Gray
READ MOREIt was indeed a pleasure working with you and investing a week learning from your lifetime of wisdom in Financial Planning in Australia. It is truly remarkable to see what you...
Managing Director - Bajaj Capital
READ MOREOn behalf of the team at NAB UK, thank you so much for taking the time and for your significant contribution in speaking to so many of our associated advisers in...
MLC Investment Management & Pivotal Consulting - National Australia Group, UK & Europe
READ MOREOn behalf of the team at NAB UK, thank you so much for taking the time and for your significant contribution in speaking to so many of our associated advisers in...
MLC Investment Management & Pivotal Consulting - National Australia Group, UK & Europe
READ MOREHis knowledge and understanding of client behaviour is exceptional, as is his ability to understand their relevant issues, needs and wants. David delivered possibly the best training I have seen in...
Principal & Private Client Adviser
READ MOREPut simply, David is the best financial services advice and sales trainer I have seen. In my 25 years in the advice industry, primarily in senior management positions; through much...
CEO - Shadforth Financial Group
READ MOREDavid, thanks again to you for your assistance and support recently in our national MLC Roadshow. Your passion and conviction, knowledge and expertise were evident and helped to motivate and energise...
General Manager - Adviser Solutions, NAB/MLC
READ MOREDavid is a Financial Planning "Guru". He mesmerized the faculties and students at International College of Financial Planning with his talk in April 2014. There was a transfer of knowledge on...
Chief Mentor - International College of Financial Planning (ICFP), Delhi, India
READ MORETo give you a little bit of feedback regarding your presentations in South Africa: the IFAs loved it! I just had a chat to Kevin and apparently he has never seen...
Business Development Manager - Allan Gray
READ MOREIt was indeed a pleasure working with you and investing a week learning from your lifetime of wisdom in Financial Planning in Australia. It is truly remarkable to see what you...
Managing Director - Bajaj Capital
READ MOREOn behalf of the team at NAB UK, thank you so much for taking the time and for your significant contribution in speaking to so many of our associated advisers in...
MLC Investment Management & Pivotal Consulting - National Australia Group, UK & Europe
READ MOREHis knowledge and understanding of client behaviour is exceptional, as is his ability to understand their relevant issues, needs and wants. David delivered possibly the best training I have seen in...
Principal & Private Client Adviser
READ MOREPut simply, David is the best financial services advice and sales trainer I have seen. In my 25 years in the advice industry, primarily in senior management positions; through much...
CEO - Shadforth Financial Group
READ MOREDavid, thanks again to you for your assistance and support recently in our national MLC Roadshow. Your passion and conviction, knowledge and expertise were evident and helped to motivate and energise...
General Manager - Adviser Solutions, NAB/MLC
READ MOREDavid is a Financial Planning "Guru". He mesmerized the faculties and students at International College of Financial Planning with his talk in April 2014. There was a transfer of knowledge on...
Chief Mentor - International College of Financial Planning (ICFP), Delhi, India
READ MORETo give you a little bit of feedback regarding your presentations in South Africa: the IFAs loved it! I just had a chat to Kevin and apparently he has never seen...
Business Development Manager - Allan Gray
READ MOREIt was indeed a pleasure working with you and investing a week learning from your lifetime of wisdom in Financial Planning in Australia. It is truly remarkable to see what you...
Managing Director - Bajaj Capital
READ MOREOn behalf of the team at NAB UK, thank you so much for taking the time and for your significant contribution in speaking to so many of our associated advisers in...
MLC Investment Management & Pivotal Consulting - National Australia Group, UK & Europe
READ MOREIt’s not just another practice management book, but a template for a new approach to being a valued financial advisor. The Life-First® Advisor is a roadmap for those advisors around the world who wish to move their practice to the future.
FIND OUT MORE