Communicate for Impact (SOLO)
This is for financial advisers, paraplanners and support staff, who want to increase their engagement - through simpler, clearer and more concise client communications.
Welcome to Communicate for Impact
Tour of the platform
What to expect
Where are you now?
Welcome to the Attention module
Attention tutorial part 1
Attention tutorial part 2
Attention Additions
Attention Aid
Attention assignment
Feedback on Attention module
Welcome to the Action module
Action: Get faster responses
Get Faster Responses Framework
Action assignment
Feedback on Action module
Welcome to Articulate
Articulate part 1
Articulate part 2
Translation toolbox
Articulate assignment
Feedback on the Articulate module
Welcome to Axe
Axe module part 1
Axe module part 2
Axe checklist
Axe assignment
Feedback on Axe module
Welcome to Assemble
Assemble
Assemble checklist
Assemble quiz
Feedback on the Assemble module
It’s for individual paraplanners and advisers and other client-facing staff who want to communicate clearly. It's for you'd like to see fast results. This is because you'll receive tailored suggestions on your writing, without taking a day out of the office.
Financial services staff who aren’t client facing. If you’re part of an in house team and you’d all like to attend - the GROUP level is for you.
Clients ignoring suitability reports, letters and emails. Clients struggling to understand the advice. Risk of complaints being upheld by the Financial Ombudsman Service. You're spending too much time chasing clients and/or checking reports before they go out. Taking a whole day out of the office to attend training. Buying another online course and not completing it.
Minimum 7 hours. 1 hour per module then a coaching call at the end of the programme
After each module, typically, you’ll send in three before and after examples of your writing – where you use a new technique, apply an idea or practise a framework. This is to demonstrate your skill development but also to illustrate how easy yet impactful small changes can be. I will offer suggestions where necessary explaining my thinking to support your development.
The content is the same, the support differs. In a nutshell, DIY is information and SOLO and GROUP offer help with implementing it.
Managing the tension between the FCA and compliance
Feeling frustrated that your reports may not get read - even after your hard work.
Time - it takes longer to write a concise report than a lengthy one
Avoiding acronyms, technical terms and jargon when they're so everyday for you
Conveying complex concepts to those without much investment experience
Striking the right tone and sounding like a normal (professional) person
Writing concisely without losing meaning
Changing templated standard wording
Writing for people you haven't met
Pitching the information correctly - to dumb down or dial up?