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Conversations that Connect: Society of Later Life Advisers

October 8th – London

How can you best help clients as they approach the evening of their lives? For some people, this stage may be a time where they can reap the rewards of their hard work. But for others their days may be lonely, filled with worry and pain.

The decisions we make around how we spend our money and time are very personal. And can often be extremely emotionally charged – especially if both are running out. This means they need to be handled with skill and care and rely on a strong connection for a message to land. This session will show you how to build that relationship for a better, more trusting conversation.

Learning objectives:

By the end of the session, participants will be able to:

  • Adopt a mindset to build connection
  • Use key questions to deepen their conversations
  • Develop their listening skills

You can book here

Get it Write: CATS Paraplanner Conference

June 26th – online 14:30 – 15:00

Whether you are writing suitability reports, emails, or letters, helping clients to understand financial advice recommendations is no easy task. 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 concisely. Consumer Duty is calling for clearer communication – this session will show you how.

Learning objectives:

By the end of this webinar, you will be able to:

  • Understand three ground rules for effective communication so that you build trust and your client takes action
  • Apply three techniques that can help when conveying technical information
  • Use three tips to help with report writing

The session includes real life examples of poor writing from suitability reports that participants are asked to edit using the ideas, tips and techniques that are being shared.

You can sign up here:

Make your Message Stick

June 20th: 1pm – 2pm – online

If you’ve ever struggled to get your point across in a meeting, presentation or conversation, then this talk is for you.  Perhaps you’re trying to convey a technical concept, but you can see people’s eyes to begin to glaze over?  Or maybe people aren’t taking the action you want and you’re not sure how to communicate differently without damaging your relationship.

Learning outcomes: 

By the end of the session, participants will be able to:

  • Recognise the 3 issues we all care about.
  • Use 3 steps so that their audience cares about their message.
  • Apply the 4 building blocks of a sticky message.

You can sign up here.

Purely Paraplanning 2024: Thriving in a Changing Landscape

Wednesday 8th May – London Etc Venues

I’m looking forward to running a session on Writing for Readability.

As a Paraplanner, your number one job is to help clients make an informed decision. And to understand the advice, they have to read it. This is sometimes easier said than done. But not when you follow some guidelines!

I’ll be covering:

3 Principles for effective communication
7 Rules of readability
Key mistakes to avoid

You can sign up here.

Corporate Confidence: Overcoming Imposter Syndrome

Thurs 11th April at 1 – 2pm

Do you ever feel as though self-doubt, feelings of inadequacy or a lack of confidence is burdening you and your career progression?

This session unlocks tools and strategies to achieve healthier thought patterns, boost confidence, and enhance leadership and collaboration within your teams.
 
By the end of the webinar, you will be able to:

  • Recognise what imposter syndrome is
  • Increase your awareness as to when and where it shows up
  • Develop strategies and skills to effectively relate to feelings of inadequacy
  • Apply strategies and skills to manage unhelpful thoughts so that you don’t get so consumed by them.

    You can register here:
    https://event.on24.com/wcc/r/4529906/7845670642755460F0BBF6908B38239C

Connecting Conversations – PFS XCHANGE: Later Life Planning Conundrums

I’m excited to be running a series of masterclasses at the PFS Spring Conferences.

What does true wealth mean for your clients? Beyond the numbers, percentages and pie charts, how can you help clients lead a rich, rewarding life so that they flourish in their latter stages? This practical and interactive session will offer insights, questions and metaphors to deepen your client conversations.

Learning objectives:
By the end of the session, you will be able to:
Recognise what leads to fulfilment: 6 human needs
Adopt a mindset to build connection
Use key questions to spark engagement
Develop your listening skills to deepen your conversations

Dates include:

London: 27th February
Glasgow: 12th March
Manchester: 14th March

Make your message stick

Wednesday 21st February 2024, 17:30 – 19:30

I’m delighted to be talking at the Women in Platforms Event held at Nucleus office in Edinburgh.

If you’ve ever struggled to get your point across in a meeting, presentation or conversation, then this talk is for you. Perhaps you’re trying to convey a technical concept but you can see people’s eyes begin to glaze over? Or maybe people aren’t taking the action you want and you’re not sure how to communicate differently without damaging your relationship.

You can register here if you’d like to join.

Venue: Nucleus Financial, 12 Blenheim Place, Edinburgh, EH7 5JH

Get it Write – a masterclass for paraplanners and advisers

Wednesday 21st February 2024, 10:00 – 11:00

I’m running a free webinar for the PFS focusing on writing.

Whether it’s through suitability reports, emails, or letters, helping clients to understand advice or recommendations is no easy task. 

This 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 concisely.

By the end of this webinar, you’ll be able to:

  • Understand three ground rules for effective communication so that you build trust and your client takes action
  • Apply three techniques that can help when conveying technical information
  • Use seven tips to help with report writing
  • Write emails that get actioned.

It includes real life examples of poor writing from suitability reports. And you’ll be asked to edit them using the ideas, tips and techniques that I share so you can enhance your skills.

You can register for free below:
https://pfspower.org/webinars/get-it-write/

Some exciting announcements coming soon! New conference sessions on the horizon for February and March 2024. Watch this space!

Ace your Annual Review – 2nd Nov (PFS National Conference, Newport)

Annual review meetings are an important opportunity to cement your relationship and hopefully reassure clients that they have enough. But all too often clients are reluctant to come along. In this session, we’ll look at ways you can reposition this meeting in the client’s mind, show your value and help you make the most of the time.


Learning Objectives:

By the end of the session, you’ll be able to

1. Adopt the right mindset for a great meeting and prepare your client 

2. Ask questions to reinvigorate the relationship with long-standing clients

3. Follow up in a way that will inspire action

How to Finesse your First Meeting – Illuminate Live Conference Tour

Tuesday 26 September Manchester The Mere Resort
Wednesday 27 September London etc.venues St Paul’s
Thursday 28 September Bristol Leigh Court
Tuesday 3 October Southampton Leonardo Royal Grand Harbour Hotel    
Tuesday 10 October Edinburgh Sheraton Grand
Thursday 12 October Birmingham The Belfry

First meetings are brimming with potential. Some clients will be nervous, some will be confident, some will have no idea about what’s involved or what they’d like their future to hold.  So how can you help them navigate such big decisions, especially when you have only just met?

Even though no two clients are the same, we all have similar psychological needs. And when we can tune into these, we can turbo charge rapport.

Learning objectives

By the end of the session, participants will be able to:

  • Develop their trustworthiness by recognising and addressing 5 psychological needs in prospective clients
  • Use techniques to help prospective clients open up, talk and gain clarity
  • Develop their listening skills and relational intelligence.

Futher information:

https://nucleusfinancial.com/advisers/events/illuminate-live-info

Two New Report Writing Masterclasses: Thursday 16th November and Wednesday 13th December

Three experts, two cities and one fantastic event!  

The Co-Laboratory and CATS are joining forces. Caroline Stuart and I are thrilled to be teaming up with Mel Holman of CATS (Compliance and Training Solutions) once again to put on a Report Writing Workshop.

The session, titled ‘Communication Matters – Report Writing Masterclass’ will be held over two dates: (Thursday 16th November and Wednesday 13th December) in two cities to increase accessibility.

Each place costs £147 and includes lunch.

Since the introduction of Consumer Duty, communication has never been more important. The one-day workshop will focus on ensuring reports and communications are client friendly, clear and compliant – and that they meet Consumer Duty requirements.

Covering compliance aspects, such as what does COBS and the FCA say has to be in a Suitability Report? The session will also answer: What is ‘good practice’ to include in a report and also, what doesn’t need to be there?

It will also look at report-writing techniques; how to write so that the client wants to read it – using language, styles and layout techniques. This will include readability tips, word choice as well as how to make them more visually appealing – using graphics.

Aimed at financial advisers, planners, paraplanners, administrators, compliance and quality assurance professionals – the workshop is relevant for anyone who is involved in writing and/or checking reports.

Book your place at either of the workshops here:

Birmingham – Thursday 16th November 2023. 09:30 to 16:30 at EBI Portfolios, Suite 7, Beecham Business Park, Northgate, Aldridge, WS9 8TZ
https://app.tickettailor.com/events/sparrowsolutions/1003221

London – Wednesday 13th December 2023. 09:30 to 16:30 at Edentree Investment Management 24 Monument Street, London EC3R 8AJ
https://app.tickettailor.com/events/sparrowsolutions/1004589