PFS Soft Skills Webinar - Helping Clients Navigate their Life Events
The event is part of our PFS Soft skills series, the three sessions have been carefully designed to work well together and we would highly recommend attending all of them to get the most from what they have to offer.
Advising clients while they are going through a life change is a key part of our role as a financial adviser. In this Foundation session we will explore research from psychology and personal development to equip you with an understanding of life transitions, the change cycle, and the particular challenges to our decision making that result when going through divorce, bereavement, and retirement. By the end of the session you be in a strong position to support not only clients but also colleagues and other associates in their own understanding about these key life transitions. This session provides the foundation for Lifesage Focus sessions which explore the key client life events individually in greater depth.
The learning objectives of this session are:
- Understand: The difference between Life changes and Life Transitions, the three stages of inner transition, and the Change Cycle
- Explore: Bereavement - the five stages of grief and tips for assisting clients
- Explore: Divorce - The Emotions of divorce and separation and how this may impact decision making
- Explore: Retirement - The Challenges and Joys of stopping work
Speaker Profile: Hayley Tink, Director and Founder at Lifesage Ltd
Hayley Tink’s career in financial services has spanned the last 20 years, 15 years of which was as a multi-award-winning financial adviser. She is a Fellow of the Personal Finance Society and previously specialised in the areas of Retirement and Later Life advice. In the last few years, alongside her advice work she has enjoyed mentoring and training new advisers as well as speaking at key industry events.
In recent years she has also developed a keen interest in the behavioural aspects of our financial lives and Hayley has trained as both a Money Coach and Life Coach.
As well as supporting the advisers at Smith & Pinching with mentoring and training support, Hayley has recently launched her own business, Lifesage. Lifesage Financial seeks to support financial advisers to reach exceptional levels in their soft skills and in providing behavioural support to clients, through trainings, talks and mentoring. Lifesage Transitions supports people in the midst of life change in navigating their way to living their best life, through coaching and course offerings.
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.