'Soft skills' produce hard results
In the personal finance industry, training programmes (and budgets) tend to be focused on technical competence.
But research tells us that the non-technical skills of advisers, planners and wealth managers is what helps firms differentiate, engage clients on a deeper level, and increase client retention and prospective client acquisition.
The best firms ensure their advisers excel in all areas of client service and business development.
The training programmes below are built to deliver the skills personal finance professionals need at the right stage in their careers. Of course, if you have any bespoke training requirements that you’d like to discuss, please get in touch.
Training programmes
Paraplanner Development programme
Built for in-house or independent Paraplanners. The programme helps paraplanners enhance the value they provide in their existing role and, if interested, prepare for a move into a financial advisory role.
Excellence programme
Designed to illuminate the skills of existing client managers. It will enhance client service, improve communication and enhance the confidence and comfort of existing and prospective clients
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