Thinc Group Testimonials

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I have the greatest respect for you, and your teaching modules have been a huge benefit. I have been a mortgage adviser for many years, but have only recently become self employed in the business. I thought I knew it all, but your insight to the business beyond the technical to psychology of 'selling' financial services to the client coupled with developing expertise to build a growing business has grown me as an individual and made me more confident and competant as a financial adviser.

The Practice Builder course with the 6 modules have provided me with 'hard copy' that I can keep and review/revise for ever. The delivery of each module never fails to be instructive and informative and is delivered in a most entertaining way. I always try to put into practice what I have learned and I feel I am a far better mortgage adviser now than I was a year ago.

I thank you for the experience, and will feel sad that the March module will be the last one.
--- Lynne Williams, Thinc (UK)

Following the practice builder course, I must say how impressed I have been in the sales techniques and tips, that have been put across. I know it has helped other advisers and myself to drastically increase the volume of business from clients, that would otherwise have been missed.

The course has also set standards for client communication on a much higher level, again leading to business volumes that would have been missed in the past.

I certainly would recommend this course to all new and existing advisers who have not previously attended, and I look forward to working with you again in the future.
--- Keith Wright, Thinc

I have found the Practicebuilder Programme of great help in focusing my business on building the right long term client relationships. I have built in systems and simple methods for maximizing the impact of work I have always been doing for my clients. I have always felt a little uncomfortable about asking for referrals in the past. However, after attending the programme, I am much more comfortable in building in referrals as part of my sales process right at the outset. I have seen a 50% increase in referrals from new clients and feel confident that my clients are much less likely to consider going elsewhere due to the contact methods I am implementing from the course.

I would recommend this course as real value for money and can say that I have probably had a 100% return on my course investment to date.
--- Sanjiv Patel, Globus Partnership (UK)

I have been in the industry/profession for 26 years and have recently increased focus on client facing time.

Your presentations renewed my enthusiasm for dealing with clients and reminded me of the value that I offer and provide them with.

Your course has given me the confidence and skill set to move into charging fees, not for time but for the worth of the task completed. I am now completing fewer cases for much larger fees which helps my self -esteem and obtains more and better quality referrals.

The systems illustrated by you reminded me very much of what I use to do that was very successful. It reminded me to keep things simple and to make those simple tasks a conscious habit.

The long term benefits of your course will be down to my own self-discipline. The focus that you have given has re-ignited my enthusiasm and desire to be "successful" which is making the self-discipline easy.

Many thanks for your energy levels. The support links to your video clips are fantastic and keep me on track.
--- Nigel Chaplin, Thinc (UK)

I would be happy to recommend your skills and services to any major Corporation. Since I embarked on your programme, I have re-discovered long-forgotten skills, acquired many new and refreshing ideas and have found a new confidence in promoting my business going forward.

The e-mail header you’re reading is as a direct result of one of your early modules and is just part of the total re-vamp of my business image that I have undertaken as a result of the Practice Builder programme.

In the past six months my production has increased by approximately 40% over previous years and I expect to increase my production by similar amounts in the coming year. More importantly, I myself have taken to acquiring client testimonials and am now receiving referrals to new clients on a regular basis.
--- Tim Lowe, CFP, APFS, Chartered Financial Planner, Policy Servicing (UK)

To summarize my own career, I have been in the financial services industry now for 12 years and most recently self-employed here at Thinc for 2 1/2 years.

My decision to leave Charcol (my former employer of 5 years) was not one I took lightly as I had extreme success there and left in 2004 as their no 1 adviser. I had however become a victim of my own success with plenty of high net worth clients and felt that the way forward was to be self-employed and build longer relationships, rather than the transactional environment that Charcol was.

I was fortunate that a vast majority of my clients had bought me and not Charcol and I began to grow my business here at Thinc. I have always prided myself on the high level of service that I devote to my clients and therefore for the past 5 years, I have built my business sufficiently to work solely on referral and recommendation.

Despite my success, it was upon being introduced to Anthony Morris at a Thinc conference in 2006 that things really changed for me. By investing in his PracticeBuilder programme, at a cost of no more than 1 client case (a complete no brainer!!), I have been introduced to valuable systems, sales ideas, new ways of thinking, relationship building that have completely enhanced my business.

Since beginning the programme, completed business has increased by 50% based upon the previous year. My clients now enjoy more regular and varied contact and some of them Harrods hampers at Christmas!! They generally feel looked after from both a good advice and personal perspective.

The increase in sales has been staggering and the clients are happier, which is of course translates to an ever increasing level of referrals.

To anyone considering attending this course I would not contemplate any further. If you run a serious business and despite the success you have already achieved, I am confident that Anthony can provide exciting ideas and challenges to enhance your proposition even further.
--- Katja Mills, Thinc (UK)

The benefits of PracticeBuilder to myself and my business have been very significant with to date only a small proportion of the recommendations having been implemented (this will change very shortly!)

-Before my involvement 20k per month production was my record month-now the two of us are consistently achieving this total month on month and indeed are on target this month for 25k

-The systems/procedures recommend provide increased structure to the relationship building with clients and enable you to concentrate on more profitable clients and maximize their potential income streams

PracticeBuilder is an invaluable training and development programme for anyone serious in a long term future in financial services.
--- Jonathan Martin, Martin Mortgages (UK)


As a proud member of your practice builder programme I would like to confirm the following advantages I have over colleagues who decided not to take on an experienced industry learning coach:

- learnt many sales techniques that I would never have discovered - My course fee was paid off by a single client after adopting an approach learnt in an early module - I have increased my business and now sit in the company’s top 15 producers & member of our Hyperion club - adopted a client relationship management that allows me to increase yield per meeting for each client - I have also learnt simple techniques such as turning my mobile phone off in front of clients & always asking for a referral - I have read books which have been recommended allowing me to learn from the best - taken up golf & other activities where I can meet people rather than just sit at my desk

My post module reports will highlight other key improvements this learning programme has helped me to achieve my business objectives.
--- Bal Ubhi, Thinc (UK)

1. About a 50% increase in revenue and production
2. Improvement in systems and structures: Less time spent working due to efficient systems put in place.

The course is not designed for advisers to completely change the way they work. It is for advisers to take what they like, implement it and leave the rest. It takes discipline to find the time to change systems that have been in place for years but you know..... It only works.......!
--- Glenn Taylor, Thinc (UK)

I have thoroughly enjoyed the Practice Builder Coaching Sessions with you. After attending various seminars, we find your approach to coaching extremely refreshing & enlightening.

Your experiences, practical examples & continuous updates have been invaluable to our company.

We have been so motivated by the seminars it has pushed us to re think our systems, processes & overall strategy of the business. We have taken a more proactive approach to client relations with many of your suggestions. We are happy to say that elements such as referrals & relationship building, client contact, have worked really well using your various techniques.

It really has been a life changing experience & every seminar is yet another sound investment for Merchant Financial Services.
--- Sabiha Dedhar, Merchant Financial Services (UK)

As an experienced adviser/manager within the insurance industry I have seen a lot of guru’s and hype stars try to change people’s thoughts and actions. When offered the chance to work with Anthony Morris I had the same trepidation: - here we go again!

But, was I surprised by what I found? Yes indeed. Here was a person that understands both the industry and the psychology of sales. Furthermore he was able to disseminate this information to groups of people in such a way that the transference of skills and ideas was immense. The proof has been in the way the guys have used the ideas to benefit their business. Everyone I have spoken to has found a way or idea that has helped to increase their business levels substantially.

Apart from increasing my own business and this has been mainly from some ideas on resurrecting past clients and referrals I also wear an Area Development Managers hat. Anthony’s ideas and skill sets have enabled me to completely change the way I support my sales people. They are so keen to let me know when ideas have worked and helped to increase their revenue both immediately and in the long term. This through the acquisition of new clients and being able to extract further business from existing clients. The processes also allow me to direct administration staff to further support their principals through being proactive in both the marketing and sales process.

The second level of proof is the way the guys are looking forward to the next session. The room is always full and they hang on to every idea and example. They all genuinely believe through continuing success that his system works. They have all tried to implement various ideas and are more than happy to share their successes.

If you are considering a single session or a full structured course I cannot recommend more highly the Anthony Morris Practice Builder programme.
--- James Wilhelmy, Area Development Manager, Noah’s Ark Home Finance Ltd

I would like to tell you of the impact of your programme over the last 9/10 months although we haven't implemented all of your strategies we feel that the course has been of great benefit to us in focusing more on our business. We are really looking forward to continuing our development and I personal am very keen on the use of technology which you have shown us is a very powerful tool. We have, since the course started taken on another member of staff to help with the administration and processing this in turn has helped production and as you said you need to invest in yourself first.

I have found the programme entertaining as well as interesting. I am looking to utilize your email, electronic business cards and also possible website design when they are available and am looking forward to future sessions with interest.
--- Peter Dickinson, Partner, Capital Financial Services, England

Having taken 6 years away from front line sales (in management!), I knew I needed some inspiration to get my new business off the ground. In your first modules you were able to provide ideas and systems which were quick and easy to implement. In the following modules you have shown me new ways to approach old subjects.

The results have been outstanding and in my first full year I have qualified for the Thinc Group High Flyers conference in South Africa!! I also have the highest levels of Income Protection sales in the area, thanks to your Toilet Plunger idea!

I am now encouraging my friends and colleagues to take advantage of your programme.

I will definitely keep coming back to your systems and ideas again and again to help take my business onwards and upwards.

The Sky’s the limit!
--- David Forsdyke, Financial Planner, Thinc Group

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