ABOUT FINANCE MAP

MAY NEWS – MORE FORMAL FEEDBACK

This came from a top law firm: “Matthew has been delivering his session face-to-face at the firm for several years and receives consistently excellent feedback from participants. This feedback was echoed for his remote delivery”

MAY NEWS – FEEDBACK ON THE NEW CLASSES

Associates from one law firm were asked afterwards “How effective was this training as a virtual session?” Of twelve respondents, nine of them rated it “6 out of 6” (“excellent”) and three rated it “5 out of 6”.

MAY NEWS – FIVE REMOTE CLASSES

I delivered my classes remotely to four law firm clients and one consulting firm during the month. I am enjoying the new challenge, and have been pleased to find that the reviews are as good as when I am in the classroom.

APRIL NEWS – NEW LAW FIRM CLIENT

One very large law firm, which first saw my Finance Map offering back in 2015, has been tempted by the remote video conference version to use Finance Map for the first time over this summer.

APRIL NEWS – REMOTE FINANCE MAP BOOKING 

I delivered my first remote class via Webex to an audience of 13 senior employees of an insurance broking client, and eight more companies have booked my remote classes over the summer months.

APRIL NEWS – PREPARING FOR REMOTE TEACHING 

It was another quiet month for classes, but with my team’s help I trained myself on Webex, Zoom and Teams; and I converted my teaching materials into PDF format for easy transmission ahead of classes.

MARCH NEWS – ARMY LEAVER CLASS

In spite of the circumstances, it was easy to deliver my one-on-one Finance Map class to an army leaver with an interest in joining a financial firm. This side of my business might even grow during the lockdown.

MARCH NEWS – REMOTE FINANCE MAP

I have quickly adapted my business so as to deliver both of my classes remotely, to employees working from their homes. I am pleased that all of my March, April and May bookings have successfully been converted into this format.

MARCH NEWS – THE CORONAVIRUS

I returned from holiday to a very changed UK, and a lockdown was imposed in mid-month. I wrote to all of my client companies, which have closed their offices and asked their employees to work from home.

FEBRUARY NEWS – WEALTH MANAGEMENT SUPPORT PROFESSIONALS

Even well-known large financial institutions use Finance Map, not so much in their front office, but much more widely, in the firm’s support areas.

FEBRUARY NEWS – SECOND CLASS FOR MY LATEST INSURANCE CLIENT

Following on from last month, I taught the rest of the Financial Institutions team at a large insurance broking firm – these are true “know your clients” sessions.

FEBRUARY NEWS – FIVE CLASSES AT LAW FIRM

Four of my regular law firm clients arranged five classes in London during the month – most of all, young lawyers seem to appreciate the clarity that I provide.

JANUARY NEWS – CLASS AT A NEW INSURANCE FIRM

“I have previously enjoyed your Finance Map training session at my former employer…and would be interested in setting up a session at my new shop for the Financial Institutions team here.”

JANUARY NEWS – TRIP TO PARIS FOR MY PR CLIENT

Thank you for arranging for the same audience to attend both of my two classes in one day – “Excellent feedback and very pleased what you did for my colleagues in Paris.”

JANUARY NEWS – BACK TO A REGULAR LAW FIRM CLIENT

Finance Map in London – “The feedback from the sessions last year was extremely positive and we feel it is a really valuable session for the NQs to have early on.”

DECEMBER NEWS – TRIP TO PARIS IN 2020

In January I am travelling to Paris to teach Finance Map and Navigating Financial Statements in a single day in my longest serving Financial PR firm client.

DECEMBER NEWS – BOTH CLASSES FOR US LAW FIRM

Two classes in successive weeks with a US law firm – Finance Map for their trainees and Navigating Financial Statements for their associates.

NOVEMBER NEWS – BOTH CLASSES FOR FINANCIAL PR FIRM

My major Financial PR client returned to book Finance Map and Navigating Financial Statements to the same audience in successive weeks.

NOVEMBER NEWS – NEW INSURANCE COMPANY

I taught senior officers at another London insurance company, wishing to gain a closer understanding of their assorted financial clients. 

NOVEMBER NEWS – UK LAWYER TRAINEES

Two Finance Map classes were given this month and last month to the autumn trainee intake of the UK’s most prestigious law firm.