Business Communication Training

Master Financial Conversations That Actually Matter

Most finance professionals can crunch numbers brilliantly but struggle when explaining those numbers to actual humans. We teach you to bridge that gap without the corporate jargon.

View Autumn 2025 Program

Professional discussing financial concepts with clarity and confidence

Our Approach

Real Conversations, Not Rehearsed Scripts

We don't believe in memorizing presentations. After working with finance teams across Australia for eight years, we've noticed something interesting. The best communicators aren't the ones with the fanciest slides or the most polished delivery.

They're the ones who can sit down with a nervous client and explain a complex portfolio restructure using nothing but a napkin and genuine patience.

Small cohorts limited to 12 participants because meaningful feedback requires actual conversation
Case studies drawn from actual client meetings, not textbook scenarios
Practice sessions that feel more like coffee chats than formal presentations
Focus on listening skills that most communication courses completely skip

Common Hurdles We Help You Navigate

These aren't theoretical problems. These are the real situations our participants bring to every session.

The Technical Translation Gap

You know exactly what a franking credit does, but your client's eyes glaze over three words into your explanation. We work on finding the right metaphors and examples that actually land without oversimplifying the reality.

Difficult Conversation Avoidance

Nobody enjoys telling a client their retirement plan needs serious adjustments. We practice these conversations until they feel less like confrontations and more like collaborative problem-solving sessions with someone you're genuinely trying to help.

Meeting Management Chaos

Client meetings that spiral into tangents, run over time, or leave everyone confused about next steps. We teach structure that doesn't feel rigid, and how to guide conversations without being pushy about it.

Finance professional presenting insights in accessible language

Client Presentation Techniques

Collaborative discussion about financial strategies

Collaborative Decision Making

Professional communication in financial advisory context

Advisory Conversations

Spring 2025 Cohort Opens in June

Eight weeks, Tuesday evenings, delivered by people who've sat through thousands of actual client meetings. We start September 2025 with sessions running through early November.

Learn More About Our Team

Questions People Actually Ask

We get these regularly, so here are the straightforward answers.

Is this just presentation skills training?

Not really. Presentations are part of it, but most of the work focuses on one-on-one and small group conversations. The kind where someone asks you an unexpected question and you need to respond thoughtfully on the spot rather than clicking to your next prepared slide.

More details on our approach

What background do your instructors have?

All of them come from client-facing finance roles in Australian firms. We specifically avoid academic instructors or generic communication coaches. The lead facilitator, Rhiannon Caldwell-Moss, spent fourteen years as a financial advisor before transitioning to training work in early 2023.

Meet the full team

How hands-on are the sessions?

Very. You'll spend more time practicing than listening to lectures. Typical session: fifteen minutes of setup, seventy-five minutes of role-play scenarios and group work, thirty minutes of feedback discussion. Expect to talk significantly more than the facilitators do.

Questions about format? Contact us