Previous events
All previous events
Questions that transform your client’s mindset- 07/02/2024
In this full day workshop, Adam Owen will show you how to supercharge your questioning and listening skills to build deeper levels of trust with your clients.
View event detailsClient Meeting 2.0: Designing and delivering first class client experiences- 06/02/2024
In this full day workshop, Adam Owen will show you how to embed value into every aspect of your client meetings, creating an experience that accelerates trust.
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AF5 - Financial Planning Process Revision Day- 01/02/2024
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 February 2024 exam.
View event detailsAF1 Personal Tax and Trust Planning Revision Day- 30/01/2024
The content of the day will be to go over exam technique, areas of knowledge and run through practice questions based upon trainer’s knowledge and experience.
View event detailsR06 - Financial Planning Practice Revision Day- 12/01/2024
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 January 2024 exam.
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Young Professional's Christmas Social
Newcastle CII's Young Professional's Christmas Special Thursday 7th December, from 5.30
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Webinar: Flooding: Risk, Resilience and Recoveries
This webinar uses case studies to discuss factors that affect flood risk to existing properties and new developments, how flood risk can be reduced using property flood resilience (‘PFR’) measures, and how a forensic hydrologist / expert witness can assist in subrogated recoveries involving flood damage.
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The Power of Questions
This session helps us to understand why questions are so important and how powerful they can be in leading us to the outcomes we want to achieve. The content is applicable at all levels across the insurance industry, whether in sales, negotiation, claims, leadership roles, underwriting, broking or simply working collaboratively in teams or meetings.
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Influence and Impact Through Constructive Conversations
Participants identify their natural tendencies and strengths, and explore new behaviours to increase their conversational capacity. We examine the triggers that produce the fight or flight responses that so often derail conversations. Participants will become more mindful, humble and courageous in addressing difficult yet important conversations.
View event detailsAnnual Dinner 2023
Save the Date! Insurance Institute of Newcastle upon Tyne Annual Dinner. 13th October 2023 St James' Park, Newcastle
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In-person Conference - Insuring the future: Modern methods of construction, the underwriting of modular buildings, and impacts on claims
Join us for our annual in-person conference, organised by the insurance institutes of the North-East. Industry experts come together to explore modern methods of construction in an interactive case-study based format.
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Leading Change and Bringing Your People With You
85% of executives cite change as critical to business success. Yet all too often it is seen as a threat. If change is so vital, why are people afraid of it?
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Webinar: Inflation Goes High, We Go Low
Are you in charge of the UK economy? Do you work for the Bank of England? If the answers to these are 'no', then you may be forgiven for thinking there's not much you can do about inflation. But financial advice professionals are very much at the front line when it comes to helping clients navigate what inflation means for them and their finances.
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R06 - Financial Planning Practice Revision Day- 22/09/2023
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 October 2023 exam.
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Resilience & Agility - the science of mindset and limiting beliefs
Some people seem to deal with whatever is thrown at them. Long hours, uncertainty, back-to-back meetings, re-structuring, family demands. They take it in their stride. Old-school thinking has us believe that these lucky people are born with the ability to deal with stress - while the rest of us struggle to cope with life’s constant demands and overwhelm.
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The Sales Mindset - How Anyone Can Succeed in Sales
This session challenges the negative myths that surround sales and that limit individual and organisational sales performance. We focus particularly on the myth of the ‘natural salesperson,’ revealing the real skills required to be successful, how you may already possess many of the skills you need, and how the rest can be developed through purposeful practice.
View event detailsAF4 Investment Planning Revision Day- 11/09/2023
The content of the day will be to go over exam technique, areas of knowledge and run through practice questions based upon trainer’s knowledge and experience.
View event detailsAF5 - Financial Planning Process Revision Day- 07/09/2023
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 September 2023 exam.
View event detailsAF7 Pension Transfers Revision Day- 06/09/2023
The content of the day will be to go over exam technique, areas of knowledge and run through practice questions based upon trainer’s knowledge and experience.
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