ABOUT FINANCE MAP

AUGUST NEWS – AVERAGE CLASS SIZES INCREASE

My average Finance Map class size has been steadily increasing, with one class of 29 people. I have quickly learned with Webex and Zoom how to share my materials on screen while keeping the class participants in view.

AUGUST NEWS – TWO CLASSES IN A DAY

One of my longstanding UK clients likes me to teach trainee classes to two separate groups on both morning and afternoon of the same day – I found that this could be managed relatively easily with remote delivery.

AUGUST NEWS – EXCITING NEW BUSINESS

I taught 40 associates in two classes with one of the world’s largest law firms, who decided to use Finance Map for the first time when the lock-down necessitated remote delivery. They have now made four further bookings this year.

JULY NEWS – MORE ONE-TO-ONE TUTORIALS

Two young job seeking individuals received my tutorial – the screen sharing facility means that my one-to-one Finance Map sessions may work even better “remotely” than “face-to-face”.

JULY NEWS – A VARIETY OF REMOTE CLIENTS

Two more Finance Map classes for law firms this month, but also one for my favourite wealth management firm, and another for a group of female investors that was very kindly organised for me by a previous client.

JUNE NEWS – MORE LAW FIRM ASSOCIATES

Three more classes were delivered remotely – “the handouts were excellent visual aids and were set out very clearly with a mixture of text and images” – “his explanations were seamless and incredibly straightforward to follow”.

JUNE NEWS – REMOTE CLASSES GET BETTER

I was fortunate that my Finance Map materials were already ideally suited to remote classes. I have only needed to adapt my delivery for the new type of audience, and I feel that I am learning new techniques with every session.

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.”