Caroline Stuart and Melissa Kidd, who recently established the CoLaboratory and Mel Holman of Compliance and Training Solutions (CATS), have teamed up to offer a one-day communications workshop on Wednesday 26th July near Birmingham.
Focused on ensuring reports and communications are client friendly, clear and compliant, the full-day workshop for financial advisers, planners, paraplanners and anyone who is involved in writing and checking reports.
A practical training day, it aims to help address the misconception that compliance “gets in the way of writing client-friendly reports”, as all too often this misunderstanding of what needs to be in a report means they are longer and more complicated than they need to be.
The session’s learning objectives are :
• Recognise what does and doesn’t need to be in a report to make it compliant
• Identify and write SMART and effective client objectives
• Follow the seven rules of readability so that clients understand the advice, are engaged and enjoy the experience
• Apply what you’ve learnt to create a client friendly, appealing and compliant report.
Caroline Stuart says: “Making communications more client friendly, more readable and more inviting is the holy grail of report writing! This workshop will help you to learn from your peers, develop new skills and knowledge and help you make your reports and client communications not just something they have to read, but something they want to!”
Places on the workshop are limited to twenty so booking is essential. Each place costs £297 (plus VAT) and includes lunch. Book a place HERE.
