The 5 Skills of a Future-Proofed Advisor in Insurance and Financial Services

Wednesday, 17 January 2024
12:00 pm – 1:00 pm (UK time)
    • Jeff Heasman

>> Event Overview

The way we work as professional advisors is changing at a rapid pace. With the growth of Generative AI, automated processes and decision-making, we need to understand how we must adapt to ensure we remain a valuable asset to our clients and a trusted advisor.

Using his vast experience as an international trainer and drawing on his research into artificial intelligence and its role in insurance and financial services, Jeff Heasman will provide us with what he considers to be the top five skills of a future-proofed advisor.

>> Learning Objectives

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

identify the key skills that will ensure you are a future-proofed and trusted advisor.

explain current and future trends in the markets and the way in which professional services are delivered.

implement a strategy to adapt to current and future trends to remain relevant and trusted as an advisor.

>> Speaker Biography

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. Jeff is currently completing a doctoral thesis with a Swiss business school, focusing on human v automated decision-making in insurance claims and its potential impact on customer trust.

  • Online

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