“Chris and his Engage colleagues helped our firm through the complexities of the RDR changes and held our hand through the entire process. They were very professional throughout and made a very technically complex paper process seem simple, clear and transparent. I feel their skills and knowledge in both the technical and financial services arenas makes them the best option when you are looking to develop an existing financial services firm into a business for the future.” Gordon Crothers Managing Director Attain Wealth Management Ltd
“Chris Davies of Engage facilitated a day’s client round table discussion on the future regulatory direction of the industry. Thought provoking and well informed, Chris focussed the group on the core issues and challenges. A very helpful and well run session.” Duncan Ross Director CitiGroup
“I thought the workshop was really good. I came away with some very useful ideas. I’ve attended much longer, expensive seminars in the past and have left feeling as though I’ve done all the work for not much benefit. A very different feeling here. My overall evaluation: Excellent.” Carol Hunter Relationship manager Myddleton Croft ltd.
Thanks for a really enjoyable day. From my perspective it really helped to put the industry, RDR and seismic changes into the context I needed. I also left with an appreciation of the distance that needs to be travelled! I’ve already started your book which I am thoroughly enjoying and obviously broadens everything from the introductory time we had yesterday.
I’m going to feedback internally in terms of some themes that could probably be taken forward here so I’ll keep you posted. Victoria Smith Training and development manager Brewin Dolphin
“I would like to thank you. For anyone who wishes to develop themselves, and clients and appreciates that fellow workers can instrumentally assist in this process if approached in the correct way, then I can do no better than recommend Engage and the system they use. A very professional presentation backed up by the knowledge and direction that will take any leader & IFA along the right path.” James Percy-Caldwell CEO Aisa Ltd.
“A thought provoking workshop” Ian Hunt, Ian Hunt Wealth Management.
“The BCR workshop touched on some deep topics which clearly need more applied focus to deliver the right client relationships” Christopher Green City Wealth Planning
“Theoretical and grounded in academic theory, one can extrapolate this into current client situations within my business for the better” Peter Callomon Positive Solutions.
” A hugely successful workshop” Rob Worthington JPMorgan