Patrick Umpleby, Private Wealth Adviser - indigo – Mike Coady
Financial Expert | Business Excellence | Growth Expert
Mike is an award winning financial expert and a well-known leader in the financial industry.
Having taken two of his previous firms to Chartered Status in the UK and also achieved the prestigious National IFA of the Year Award – Highly Commended. In addition, Mike is qualified to UK Financial Conduct Authority (FCA) standards, a member of the Chartered Insurance Institute, a Fellow of the Institute of Sales Management (FISM), and a Fellow of the Institute of Directors (FIoD).
Fantastic sales training. I had heard a lot about the skills that Mike Coady had within the realms of sales and best practice but was really wowed by how much he had to offer. Over the course of two days Mike took me and others through client relationships, what makes an effective question and how to best deliver advice and excellence. I would highly recommend his unique insights, guidance and approach to training. He encouraged us to question him and, even so, we were always convinced by his responses and surprised by how well he backed up his answers with thoughtful knowledge; showing us how to apply and develop our skills.