Webinar - How to get faster responses without chasing

Monday, 16 May 2022
1:00 pm – 2:00 pm (UK time)
    • Melissa Kidd, Director, Motem Ld

Paraplanners, financial advisors and administrators are asking people to do things all day long. One of their big frustrations is having to chase clients for returned information, signed agreements and responses to questions. This practical session will share some phrases, frameworks and tools that have seen hard-to-get-hold-of clients reply the next day.

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

  • Use the 3 step process to make a compelling request
  • Apply the two magic words that can transform the effectiveness of an ask
  • Identify 4 things that prevent people taking action
  • Recognise 3 beliefs which could be holding them back from communicating with impact

Speaker Bio

Melissa Kidd is the Director of Motem Ltd, which specialises in helping insurance professionals to communicate more effectively. She has worked with the CII since 2012 as well as range of clients including Allianz, Zurich, BIBA, NIG and Lycetts. Her background is in psychology, coaching and marketing. She is a master NLP practitioner and her coaching qualification has been accredited by the International Coaching Federation.

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.