Products
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The 7 Rules of Readability
CourseYour number one job, as a Paraplanner, is to help clients make an informed decision. But to understand the advice, they have to read it. Therefore, your number two job is to make your writing as readable as possible. Here are my 7 rules.
Free
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Ace your Annual Review
CourseDesigned specifically for financial planners, this offers sample letters, useful phrases, checklists and agendas along with the tutorial so you can reposition this meeting in the client's mind, show your value and make the most of the time.
£97
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Overcoming Imposter Syndrome
CourseDo you ever feel as though self-doubt, feelings of inadequacy or a lack of confidence is weighing you down? This session unlocks tools and strategies to achieve healthier thought patterns, less anxiety and more confidence.
£55
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Communicate for Impact (DIY)
CourseA self-paced course for paraplanners and advisers. It includes 6 steps to increased client engagement, paraplanner confidence and firm efficiency.
£150
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Communicate for Impact (SOLO)
CourseThis is for financial advisers, paraplanners and support staff, who want to increase their engagement - through simpler, clearer and more concise client communications.
£397
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Communicate for Impact (GROUP)
CourseCommunicate for Impact is a self paced online course for teams of paraplanners and advisers. It includes 6 steps to increased client engagement, paraplanner confidence and firm efficiency.
£737