Communicate for Impact (GROUP)
Communicate 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.
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 Aid
Attention Additions
Attention assignment
Feedback on Attention module
Welcome to the Action module
Action tutorial part 1
Action tutorial part 2
Action assignment
Get Faster Responses Framework
Feedback on Action module
Welcome to Articulate
Articulate part 1
Articulate part 2
Articulate part 3
Translation toolbox
Articulate assignment
Feedback on the Articulate module
How to avoid overwhelm
Welcome to Axe
Axe module part 1
Axe module part 2
Axe checklist
Axe assignment
Feedback on Axe module
It's for you if you're part of an in house paraplanning or advisory team. And you would like your colleagues to improve the way they communicate with clients. You know that developing skills takes practice, feedback, momentum, support and repetition.
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 checking and amending reports before they go out. You’re short of time – you need frameworks and ready-to-go sentence structures to put the ideas into practice instantly. You can't take a whole day out of the office. You notice marked differences and inconsistencies in how clearly your team communicate which can erode your reputation and perceived value.
12 hours spread over 3 months. This is made up of 6 modules which take roughly an 1 hour to complete plus a 1 hour group coaching call.
The material is the same but the support differs. In a nutshell, DIY provides information and SOLO and GROUP levels offer support with implementation.
Yes. This level offers both. We have a 1 hour group coaching call each fortnight following the assignments being submitted for review.
I understand. What participants find is that they're making the same points but phrased in a way which prioritises the client and as a result gets better engagement. In fact, compliance teams have often remarked on the improved clarity, readability and structure of the letters, reports and emails following their colleagues attending the course.
Yes all certificates will be issued upon completion.
Yes, please email me and I will send you some log in details so you can access the platform.
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
But it takes too long to check and review reports before they go out to clients
Avoiding jargon, acronyms and technical language when they're so everyday for you and your team
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