The Institute of Financial Planning has added the first dates for its new course in creating better client connections, following a successful pilot earlier this year.
The workshop is designed to bring the Financial Planning process to life from a client's perspective and increase planner profitability.
The first dates are 22 October in Bristol, 11 December in London, 4 February 2014 in London and 22 April 2014 in London.
Prices for IFP members are £350 or £475 for non-IFP members. Non-members who join the IFP when they book the course will benefit from half-price IFP membership of £117.50.
The course will discuss the question 'How do you and your Financial Planners and Paraplanners think?'. The IFP said this was a critical question for firms as it impacted the entire client cycle from prospecting, engaging, communicating and presenting information.
{desktop}{/desktop}{mobile}{/mobile}
Thinking about this question could lead to enhanced client service and retention, increased self-awareness leading to engaging with clients at a deeper level and effective tools that can be embedded long-term.
It said Financial Planners should think about what clients care about and how they want to communicate.
Financial Planners need to know what information the client needs to make this decision, how the information can be presented to satisfy the client and what strategy would influence or shift client perceptions?
During the workshop delegates will complete a case study and a 'ready for action' plan to take back to their firms.
For more information or to book your place visit
http://www.financialplanning.org.uk/better-client-connections-workshop-0
• Want to receive a free weekly summary of the best news stories from our website? Just go to home page and submit your name and email address. If you are already logged in you will need to log out to see the e-newsletter sign up. You can then log in again.
