Face to face, breakfast session - The Five Key Habits of a Trusted Adviser

The Exeter Court Hotel
Wednesday, 20 September 2023
8:30 am – 10:00 am (UK time)
    • Jeff Heasman, Founder, Insurance Upskill

Thanks to Jeff Heasman for this face to face training workshop.

Session Overview:

Trust is at the centre of the client/advisor relationship in financial services. But how is trust built and maintained?

What are the different levels of trust? What are the 5 key habits you need to practise to ensure someone views you as a trusted adviser?

In this session, relying on parts of his doctoral research into the concept of trust in financial services, Jeff will explore the building blocks of trust in client/adviser relationships and explore 5 key areas that is important to focus on in our relationships to ensure that our clients see us not just as any other adviser but rather as a trusted adviser.

Venue: Kennford Suite, Exeter Court Hotel, Kennford, Exeter, EX6 7UX

Timing: Bacon roll, tea coffee & juice at 8.30am, session starts 9.00am and finishes at 10am.

Learning objectives:

At the end of the session attendees will be able to:

  • identify how trust is formed in professional relationship between client and adviser.

  • explain the 5 key habits of trusted adviser.

  • implement a strategy to build and maintain the status of a trusted adviser.

Jeff Heasman worked as a litigation executive and senior liability adjuster before branching out into language and psychology.

Jeff holds both a bachelors and a masters of law degree, is a qualified language instructor and also a certified practitioner member of the Academy of Modern Applied Psychology as well as a member of the Association of Business Psychology.

He delivers courses across the globe, either face-to-face or online.

Jeff maintains a close connection to the industry by regularly providing consultancy in areas such as law and communication and he provides consultations with individuals and teams regarding cognitive skills, such as decision-making and problem-solving.

In 2020, Jeff graduated top of the class from the Yale School of Management Executive Education programme in negotiation strategies with a score of 100% across all modules and he is recognised as an expert in the field of negotiations within the insurance industry.

Other areas of specialist expertise include insurance fraud, claims handling and the synergy between product design, brand promises, marketing messages and customer expectations.

  • The Kennford Room
  • The Exeter Court Hotel
  • Kennford
  • EX6 7UX

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.