Webinar - Technically Speaking: from confusion to clarity

Whether you’re explaining the workings of a discounted gift trust or the ins and outs of flexible access draw downs, it’s very easy to lose clients when trying to communicate technical concepts. And yet the ability to convey complexity in a way that makes sense, and is easy for clients to understand, marks good paraplanners and advisors from great ones.

Learning objectives

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

• Develop the right mindset to communicate technical concepts to those without much investment experience

• Use a technique to help you start in the right place when conveying a technical concept
• Use a 4-step framework to convey a point
• Recognise 2 powerful ways to illustrate technical concepts

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.