Communicating effectively is fundamental to the paraplanning role, notably in the writing of the suitability report where ensuring the client can understand the advice being given and act upon the recommendations being made is vital.
Yet, words couched in the wrong way, especially when written down, can alter the message being delivered.
So we are delighted to have with us for our Exeter Technical Insight Seminar, Melissa Kidd of Motem Ltd, who will be tackling not only suitability report writing, providing seven tips for getting them right every time, but also how to write emails that get actioned and highlighting the barriers to communication and how to overcome them.
This is a must attend plenary for the event.
You can register to attend the Exeter Seminar and our other seven events around the country in 2022 HERE.
We look forward to seeing you there.