Communicate for Impact (DIY)
Communicate for Impact is a self paced course for 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
Welcome to the Attention module
Attention tutorial part 1
Attention tutorial part 2
Attention Additions
Attention Aid
Welcome to the Action module
Action tutorial part 1
Action tutorial part 2
Get Faster Responses Framework
Welcome to Articulate
Articulate part 1
Articulate part 2
Articulate part 3
Translation toolbox
Welcome to Axe
Axe module part 1
Axe module part 2
Axe checklist
Welcome to Assemble
Assemble
Assemble checklist
This is for paraplanners and advisers who simply want the tips, tools and frameworks that will improve their writing. It's for you if you're highly motivated to progress without deadlines, accountability and additional input.
If you don't communicate with clients, then this isn't really for you.
Clients ignoring suitability reports, letters and emails. Clients struggling to understand the advice. You're spending too much time chasing clients and/or checking reports before they go out. Risk of complaints being upheld by the Financial Ombudsman Service.
A minimum of 6 hours. With each module you'll receive a resource list - signposting you to further articles, podcasts, papers and books so you can explore the topics in more detail if you wish. You have access to the programme for 1 year so you can take your time.
The material is the same but the support differs. In a nutshell, DIY contains information and SOLO and GROUP levels help you implement it. DIY – all the content without the assignments or support. Ideal if you want to fly through the programme. SOLO – you’ll receive brief feedback on your writing via reviewed assignments to your skill. However, I’m not able to answer calls or questions. GROUP - you’re part of an in house paraplanning or advisory team and would like members to improve the way they communicate with clients.
No, this level is designed to be self-guided and self-paced. For feedback and assignments, you'd need to opt for the SOLO programme.
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 you will.
Yes, send me an email: [email protected] and I'll reply with some log in details so you can see the style and content.
Buy in one or spread the cost
Communicate for Impact (DIY)
Instalments
Managing the tension between 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 jargon, acronyms and technical language 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've never met
Pitching the information at the correct level - to dial up or dumb down?