This popular one-day intensive masterclass will show how you can use powerful interpersonal skills and techniques used by professional coaches to improve your clients’ understanding and your understanding of their goals and motivation, connect with your clients on a deeper rational and emotional level and build strong rapport and trusted relationships.

The course is relevant for financial advisers, planners, para planners and other client facing staff in your practice.

“As someone who has been in the industry a while, and who has attended numerous courses, this one day workshop really stood out - lots of useful hints and tips that I could easily transfer to my day job, well worth the time and money.” - Stuart Millan, Kingsfleet Wealth

Course Content

The course participants will learn

  • The benefits of using coaching conversation techniques as a financial adviser
  • Purposeful listening and observation techniques for improved understanding of clients’ needs and motivation
  • High quality questioning to help increase the clients’ self-awareness and facilitate their thinking and decision making
  • How to uncover clients’ goals and deeper motivations, and through these help them see more possibilities
  • How to build strong rapport and relationships with your clients
  • How to use the increased understanding and deeper rapport to develop a tailored and appealing financial plan

The training workshop will be interactive and practical; mixing theory with conversation exercises. The participants will also receive a course workbook with descriptions of the models and techniques shared during the workshop.

“I found the day flew by, very enjoyable and very relevant skills for financial planners.”
Rob Handford, Chartered Financial Planner, Hunter Aitkenhead & Walker

CPD for Financial Advisers

The course is accredited by the CPD Standards Office for 6 hours of Structured CPD.

Costs and payment

The cost for a standard in-house one-day course is £2,600. 

Notes:

  • The fee will be invoiced when the course has taken place.
  • Please add VAT and expenses to the above fee.
  • If a significant amount of tailoring is required additional course design costs may need to be added.
  • Payment is due 2 weeks after invoice date.

As this course includes a number of conversation exercises, where the trainer also observes and provides feedback, we suggest that the number of participants for a workshop should be between 6 and 12.

Brilliant one-day training course with lots of coaching insights to put into practice. I look forward to having more engaging conversations with clients to truly understand what they want from life. I feel more equipped in building better client outcomes. Jenny Clyburn, Financial Planner, Francis Clark Financial Planning

Contact us to arrange your in-house course

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