Webinar - Human v Automated Decision-Making
This thought-provoking webinar will examine both sides of the debate and suggest a way forward to ensure the best possible outcome for the profession and for our clients.
Thu 07 Jul 12:30 pm – 1:30 pm
Webinar - Forget Influence. Create Curiosity
This webinar will show you how to forget influence and create curiosity for better relationships and more success in business and indeed your personal lives.
Wed 13 Jul 12:30 pm – 1:30 pm
Webinar - For Better or For Worse
This is a must for anyone with an interest in the historical development of the insurance industry and how it adapts to judicial decisions.
Wed 10 Aug 12:30 pm – 1:30 pm
Webinar - Discovery Driven Planning
This session will introduce you to discovery-driven planning and how it can be applied in the context of insurance and financial services.
Wed 17 Aug 12:30 pm – 1:30 pm
Practical Soft Skills & Communication Workshop Masterclass- 15/09/2022
This one-day course focuses on the tiny details that make the difference between good client relationships and great client relationships. During the day you will learn what your communication style says about you and how you can adapt the way that you communicate to instantly build rapport with those around you.
Thu 15 Sep 10:00 am – 3:30 pm
Adam Owen, NextGen Planners Ltd
Webinar - Tools for Tough Times
This session offers some practical tips on how to meet these tough times so that we can build our resilience and reduce our likelihood of getting knocked over when life doesn’t go to plan.
Mon 10 Oct 1:00 pm – 2:00 pm
Melissa Kidd, Motem Ltd
R06 - Financial Planning Practice Revision Day- 30/06/2022
The content of the day will be to go over exam technique and potential questions as the trainer will have the fact find that will be used in the July 2022 exam.
Thu 30 Jun 9:30 am – 4:30 pm
Summer Golf Meet - Brancepeth Castle Golf Club
Brancepeth Castle Golf Club. There will be the usual coffee and bacon roll before we start and a one course meal following the 18 holes. The cost including £2 sweep is £37.00 a head.
Fri 24 Jun 11:30 am – 6:30 pm
Practical Soft Skills & Communication Workshop- 22/06/2022
This one-day course focuses on building great client relationships. You will learn techniques to build trust and move fluently through the meeting agenda, whilst maintaining focus on the client’s needs. You will learn the six key questions that achieve a real understanding of the client’s objectives, enable you to recommend solutions based on real understanding and produce a compliant file.
Wed 22 Jun 10:00 am – 3:30 pm
Adam Owen, NextGen Planners Ltd
Webinar - Diversity in Communication
This webinar will teach key communication strategies to ensure that, whether it be internal or external communications, you communicate with a wider and more diverse audience and avoid miscommunication or misunderstanding with people who are different to you.
Tue 21 Jun 12:30 pm – 1:30 pm
Communicating with Vulnerable Customers
It is critical that everyone working in insurance and financial services understands the definition of a vulnerable customer, how to identify a vulnerable customer and what the laws and regulations say.
Thu 09 Jun 12:30 pm – 1:30 pm
Webinar - The power of the mindset
This empowering session draws on research in the fields of psychology, performance, and neuroscience. It looks at what really drives excellence and how our talent is not a gift we are born with, but something that is developed through opportunity, commitment, and ‘deep’ practice.
Tue 07 Jun 1:00 pm – 2:00 pm