Helping clients to understand advisor’s recommendations is no easy task. Neither is turning dry data into messages that are straightforward and actionable. This engaging and practical session will steer you away from communication traps, lay down some communication ground rules so that you can strike the right tone, build trust and write clearly and concisely. This in turn will help clients to achieve their objectives. Remember they want you to take the pain away from their financial situation, not add to it by writing lengthy, complex and dense documents. Additionally the FCA is calling for the industry to improve the readability of the reports – this session will show you how.
By the end of this session, you will be able to:
- Understand 3 ground rules for effective communication so that you build trust and your client takes action
- Apply 3 techniques that can help when conveying technical information
- Use seven tips to help with report writing
- Write emails that get actioned
- Apply techniques to craft engaging blogs and articles
The session includes real life examples of poor writing from suitability reports. Participants will be asked to edit the paragraphs using the ideas, tips and techniques that are being offered. It was run twice in September 2020 for the Personal Finance Society and was extremely well received. It was an hour long with questions, however it could be adapted to meet your needs.
To get a taster of my material you can watch that talk by clicking on the image below:
If you want even more (plus reminders on what I mentioned during the talk), then read my 6 tips for effective communication and ask yourself how many of those do I follow each time I sit down to write something?
Coming soon! This course will be available as an online programme. If you’d like to know when it’s ready, please join my newsletter or drop me a line using the form below to register your interest.