Effective Communication
5 Questions to ensure your ongoing-advice services are up to scratch
Since the start of the 2024, the delivery of financial advisers’ ongoing services has been under supervision. You may remember earlier in the year…
6 steps to handle pre-Budget calls from clients
Anxious?Concerned?Mildly panicked? How would you describe the general feeling among your clients in the run up to today’s budget? According to the Skipton Building
5 reasons why EVERYONE should improve their communication skills (backed by research)
“The higher you go, the more important [communication] is.How else do you change the world, dent the universe, influence, persuade, and change people’s hearts,
Reflections on being a wedding celebrant (for the first time)
“Would you like to be our celebrant?” My good friend, Shankari Raj asked me on the way into a music festival over the summer.
The 5 biggest mistakes financial advisers make when listening to clients
Recent research by Invesco found that listening was the skill advisers most wanted to enhance. So why is it so tricky? What gets in
How to position the presence of a third party in planning meetings
How to offer a third party to someone over 85 without sounding rude? How do you position the vulnerability question to a client who
Three things that get in the way of writing clear, client friendly and compliant reports.
Last month I ran a session at the Paraplanner Assembly’s Big Day Out with Mel Holman from CATS on the “Three things that get
How to reduce errors in your team when working remotely
Last week I was delivering a session for 3 managers, which was originally going to focus on how to have challenging conversations. One manager
Technically speaking: from confusion to clarity in 5 easy steps
Whether you’re explaining the workings of a discounted gift trust or the ins and outs of flexible access draw downs, it’s very easy to
3 Tips for dealing with your inner critic this Christmas
As we head into the festivities, which can be a time of much joy and celebration, it can also be a time of comparisons, pressure, disappointment and loneliness. A time where the critic can revel, if we are not paying attention.
6 Tips for Effective Communication
George Bernard Shaw famously said: “The single biggest problem in communication is the illusion that it has taken place.” So what can we do to improve our communication? This is a big topic but you’ll find some rules which I do my utmost to follow…
5 ways to make yourself memorable as a CII President
This is an opportunity for you to shine, make an impact and continue the valuable work of the CII. Here are 5 tips to help