📔✍ Crafting great client reports – Release your Inner Storyteller! ✍📔

What's the event?

We all know that our Suitability Reports and Plans need to explain to clients how our advice is suitable and right for them - but how can we do that in a clear, simple and engaging way? 

This practical workshop will help you to write client friendly plans and reports using plain English, whilst making sure you still include what you need from a compliance point of view.  There's also going to be practical examples and exercises to help bring it to life and really cement your learning for the future.

It also provides 3 hours of Chartered Institute of Securities and Investments (CISI) endorsed and accredited CPD. 

What's it all about?

The workshop will cover compliance aspects, such as what does COBS and the FCA say has to be in a Suitability Report? What is ‘good practice’ to include in a report and also, what doesn't need to be there?

It will also look at practical report writing techniques; how to write a report the client wants to read using language, visual styles and layout techniques. This will include how to use language to make reports more readable and easy for a client to understand, as well as how to make them more inviting and visually appealing using graphics, layout and differing styles.

What have previous attendees said about the session?

Not sure if this is for you? Here's some feedback from previous sessions that might help you decide! 

"I recently had the opportunity to take part in Caroline's recent Report Writing Masterclass - Unleash your inner story teller and can't praise it enough. The Masterclass was engaging and Caroline is a great presenter.

I would highly recommend."

"This was a fantastic session, and thank you for your time. I came out of the session feeling more confident in the way we are currently completing reports and feeling more inspired to spice them up in attempt to make them more engaging. It was refreshing to see. "

"Brilliant ideas for explaining difficult concepts to clients in a simple way."

"It was honestly all so useful! I especially liked the interactive parts where we had a go at rewording the horrible plan sections!" 

 "Really informative session that has already helped us formulate plans for amending our reports and training our paraplanners to use plain English and shorter sentences."

"I can't think of much to improve - it was delivered at just the right pace for me, with good break opportunities and timing. You presented it really well in a very clear, engaging style."

"I really enjoyed it, really glad I came and totally worth the money so thanks Caroline!"

"It gave me confidence that I was on the right track, and knew more than I thought, but with some tweaks, our reports could be even better."

"- well structured, nice small group so wasn't too intimidating to speak, great tips and thought provoking, enjoyed the videos/humour"

When is it? 

 It's on Wednesday 16th April  at 9.30 and is for 3 and a half hours (with a break of course!) 

Where can I buy tickets? 

Tickets are £85 per person and you can buy yours on   Ticket Tailor where you'll also find lots more info on the Session.

Who can attend?

Everyone is welcome but numbers for the session will be very limited so get booked in quick!

 
Sparrow Sandbox Session - CISI Endorsed CPD

Wednesday 5th March at 10.00 am:

Practical Financial Planning: Creating SMART client objectives

What will be covered?

Have you ever struggled to really pinpoint a client’s goals or objectives? 

We all know that our clients needs, goals and objectives are the bedrock of any Financial Plan, as well as the foundation for the advice and recommendations we give them. If we don't have SMART Goals and Objectives for the client, how do we know our advice is suitable and right for them? 



Enabling and supporting clients to achieve their goals and objectives is also one of the Cross Cutting Rules of Consumer Duty.

This practical workshop will help you to identify all those goals, objectives and needs. We will be looking at how to get and use the information that's been provided by the client, as well as data in the fact find and file notes, to create SMART client objectives on which to build their Financial Plan and/or formulate advice and recommendations. 

It's going to be an interactive and collaborative session with plenty of discussions and sharing of ideas. There's also going to be practical examples and exercises to help bring it to life and really cement your learning for the future.

This is a 90 minute session providing 1.25 hours of CPD that's endorsed and accredited by the Chartered Institute of Securities and Investments (CISI). 

 A little more about the session...

 
  Are you not sure what questions to ask clients to really draw out the right info and understand their priorities, plans and goals? 🤔

Or do you sometimes find it hard to translate what the client has told you into to practical, SMART objectives? 🙍‍♂️

Do you ever feel like it’s a bit of a hunt trying to find SMART Objectives in fact find or file note? 🔎

  Do you sometimes feel you need Sherlock Holmes level deducing powers to track down those client goals? 🕵️

 
Perhaps you think you have all the parts of the puzzle but you’re just not quite sure how they all fit together? 🧩

Quite often, all the info you need to build the clients’ SMART goals and objectives will be there but sometimes it can be a bit difficult to see the wood for the trees!

 
So in this Sparrow Solutions Sandbox Session, we’ll be looking at how you can use the info from the Fact Find to build personalised, SMART objectives to use in your report.

And it’s going to be a Flash session – 90 minutes and we’re done – quick as a flash!

What are the learning objectives?

This session will help you to:

🎯    understand what is a SMART objective or goal

🎯 learn questions and techniques to get the right info from the client to create them

 🎯 learn and understand how to identify and create SMART objectives using information from the client, in the Fact Find, File and Meeting notes

🎯 understand what is the difference between a Financial Planning goal and an investment objective

🎯 learn how to write SMART objectives in your report that are personalised to the client 

Who is this for?

This is a practical session to learn and develop key skills needed by financial planners and paraplanners when preparing client plans, advice and recommendations, as well as suitability reports and reviews. 

It will be helpful to aspiring, new and trainee financial planners, paraplanners and advisers, as well as existing planners, advisers and paraplanners who are looking to refresh their knowledge.

It will also be helpful for financial planners and advisers wanting to make sure sure they're providing the right info for their paraplanners to be able to work on cases and prepare Plans and suitability reports.

When is it? 

 It's on Wednesday 5th March at 10.00 am and is for 90 minutes. 

Where can I buy tickets? 

You can buy your ticket on Ticket Tailor, where there's also lots more on the session. 

Who can attend?

Everyone is welcome but numbers for the session will be very limited so get booked in quick!