📔✍ 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 14th May at 10.00 am:

Practical Financial Planning: Crafting client focussed Super SMART Goals

What's it all about?

Ever found yourself struggling to truly uncover a client’s goals and objectives?

We all know they are the cornerstone of every Financial Plan and the bedrock for the advice and recommendations we provide.

Helping clients achieve their goals isn’t just good practice; it’s also fundamental to the Consumer Duty Cross-Cutting Rules.

If we don’t fully identify or understand our clients’ priorities, how can we ensure our advice hits the mark, meets their needs, and aligns with our regulatory duty of care and obligations?

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

What will be covered?

In this interactive, hands-on session, you’ll:

 🎯 Master SMART goals: Understand what they are and why they’re vital to financial planning

 🎯 Perfect the art of pinpointing what matters: Learn the right questions and techniques to turn client conversations into comprehensive client goals

 🎯 Decode Goals vs. Objectives: Understand the crucial distinction between financial planning goals and investment objectives and why it matters.

It’s an interactive, collaborative session, including practical examples and engaging exercises to solidify your learning and bring it all to life!

All in a 90 minute session that provides 1.25 hours of Chartered Institute of Securities and Investments (CISI) endorsed and accredited CPD.

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 workshop is a must for:

*️⃣ Those stepping into financial planning and advice roles

*️⃣ Trainee advisers, planners, and paraplanners.

*️⃣ Anyone who struggles to ask the right questions to uncover client priorities or finds it tricky to translate client input into actionable, SMART objectives

The session will help you to learn the skills needed to get the right information from clients to build SMART client goals, and meet your Consumer Duty cross cutting obligations.

When is it? 

 It's on Wednesday 14th May at 10.00 am and is for 90 minutes. 

Where can I buy tickets? 

Tickets are £35.00 and you can buy them 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!