Sales Training for Financial Professionals Who Prefer Relationships Over Pushy Tactics
Learn the Power of Authenticity method from someone who understands your reluctance to 'sell'. Transform how you approach business development without compromising your values.
Terry Mullins
Founder, The Reluctant Salesman
"I never saw myself as a 'natural salesperson' - and that became my greatest strength"
You Became a Financial Advisor to Help People, Not to 'Sell' to Them
We understand. Traditional sales approaches feel uncomfortable, even inappropriate, when you're dealing with people's financial futures.
The Traditional Way Feels Wrong
- • Pushy scripts that don't sound like you
- • Pressure tactics that damage trust
- • Focus on closing rather than helping
- • Techniques that feel manipulative
But You Still Need to Grow
- • Your expertise deserves more clients
- • Your practice needs new business
- • You want to help more people
- • Growth shouldn't mean compromise
"I knew I could help these clients with their financial planning, but I couldn't bring myself to use the pushy tactics I'd been taught. There had to be a better way..."
- Sarah M., IFA, Workshop Participant
The good news? There is a better way.
The Power of Authenticity Method©
A proven framework that transforms selling from something you dread into natural conversations that actually work
Understand & Identify
Discover your natural communication style and authentic strengths. Stop trying to be someone you're not.
Connect & Explore
Build a genuine connection and uncover real needs through conversation, not interrogation.
Present & Progress
Share solutions naturally and move forward without pressure and let clients choose you.
Created By Someone Who Was Reluctant to Sell
"The concept came about because when I started selling, I never saw myself as a 'natural salesperson'. I couldn't understand why I was being so successful without doing all the complicated things other salespeople seemed to need to do."
- Terry Mullins, The Reluctant Salesman
20+
Years Proven
500+
Finance Professionals Trained
4.9/5
Average Rating
CPD
Points Available
Practical Skills for Real Situations
Everything you need to transform your approach to business development
You'll Learn How To:
-
Start conversations without feeling pushy
Natural opening techniques that feel comfortable
-
Turn expertise into engaging discussions
Share knowledge without lecturing
-
Handle fee conversations confidently
Discuss pricing with ease and transparency
-
Follow up without being a pest
Follow up with tact and timing
-
Convert enquiries into clients naturally
Guide decisions without manipulation
-
Build referral relationships authentically
Create advocates, not just clients
Perfect For:
IFAs & Financial Advisors
Build trust-based client relationships
Mortgage Brokers
Stand out in a competitive market
Insurance Advisors
Move beyond product pushing
Wealth Managers
Attract high-value clients authentically
Protection Specialists
Have meaningful protection conversations
No Scripts. No Gimmicks. No Pressure.
Just authentic approaches that align with your professional values and actually get results.
Small Group Training in Exeter
Join our intimate, interactive workshops designed specifically for financial professionals
Workshop Information
- Duration: Full day (9:30am - 4:30pm)
- Location: Central Exeter venue
- Group Size: Maximum 20 participants
- Format: Interactive, practical, hands-on learning
What's Included
- Materials: Comprehensive workbook included
- Certificate: CPD points available
- Support: Post-workshop email support
- Networking: Connect with other professionals
What Previous Participants Say
Real feedback from financial professionals who've transformed their approach
"This training helped me realize I don't need to change who I am to be successful in business development. The authentic approach feels natural and actually works. I've doubled my client enquiries in just 3 months."
Sarah Mitchell
Independent Financial Adviser, Exeter
"As a mortgage broker, I've always struggled with the 'sales' side of the business. Terry's approach finally gave me permission to be myself. The techniques are practical and I use them every day."
James Thompson
Mortgage Broker, Plymouth
"The small group setting was perfect - we could practice real scenarios and get personalized feedback. I left feeling confident and equipped with tools I could use immediately. Highly recommend!"
Rachel Davies
Wealth Manager, Taunton
96%
Would Recommend
4.9/5
Average Rating
87%
Report Increased Confidence
73%
See Results Within 30 Days
Led by Someone Who's Been in Your Shoes
Meet Terry Mullins - The Original Reluctant Salesman
20+
Years Experience
500+
Financial Professionals Trained
From Reluctant to Remarkable
Terry Mullins never saw himself as a "natural salesperson." In fact, the very idea of selling made him uncomfortable. Yet, despite this reluctance, he consistently outperformed traditional salespeople who relied on scripts and pressure tactics.
"I couldn't understand why I was being so successful without doing all the complicated things other salespeople seemed to need to do. It wasn't until years later that I realized my 'weakness' was actually my greatest strength."
This revelation led Terry to develop the Power of Authenticity method - a approach that transforms selling from something you dread into natural conversations that actually work. Now, he helps other reluctant salespeople in financial services discover the same truth: you don't need to change who you are to be successful.
Credentials & Experience
- Founder of The Reluctant Salesman methodology
- 20+ years in sales training and development
- Specialist in financial services sector
- Published author and speaker
- Based in Penzance, serving Southwest UK
Terry's Promise:
"I'll never ask you to be someone you're not. Instead, I'll show you how to use your authentic self as your greatest business development tool."
Ready to Transform Your Approach to Business Development?
Choose the option that works best for you
Reserve Your Place
Join our next workshop in Exeter
Next workshop: September 30th
Limited to 20 participants
CPD points included
Book a Brief Call
15-minute consultation to discuss your needs
Discuss your specific challenges
See if our approach fits
No pressure, just a conversation
Prefer to speak directly?
Get in Touch
Ready to transform your approach to business development? Let's talk.
Send Us a Message
Direct Contact
Call Us
07795 835110
Email Us
[email protected]
Location
Penzance, Cornwall
Southwest UK
Connect with Terry