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Coaching; tips from practitioners who have embedded it in their proposition

In this 60-minute webinar, we hear from current practitioners offering coaching as part of their financial planning proposition, as they explore the opportunities and lessons learned from using this technique.


Learning objectives

During this webinar you will;

• find out more about coaching and understand how you could embed it as part of your proposition

• hear real-life examples of coaching in practice and what the practical value is to a financial planning business

• hear lessons learned from current practitioners on what works and what doesn't

• receive practical advice and tips on coaching

A live Q&A discussion forum will take place following the webinar at, pfspower.org.
Live online Feb 6 2:00 pm UTC
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Presented by
Damien Rylett, Brunel Capital Partners; Alasdair Walker, Hunter Aitkenhead & Walker; and Anthony Villis, First Wealth
Presentation preview: Coaching; tips from practitioners who have embedded it in their proposition

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  • Better Protection Conversations Feb 11 2020 11:30 am UTC 32 mins
    Gregor Sked
    In this 30 minute we will cover: When you’re making a cake, the ingredients you use, the sequence in which you add them and the timing all have an impact on the end result.

    When you think about your protection sales process, it’s not much different. The things you do, things you say, when you say them, and how you say them all have an influence on the end result.

    In this presentation, Royal London will present some simple but effective tools and ideas you can use and incorporate into your own sales process to help you achieve genuine protection buy in from your clients.

    Learning outcomes:

    At the end of this session, you will be able to:

    •Describe the importance of making a good first impression.
    •Explain the importance of advice using a simple opening premise.
    •Demonstrate the true benefits of Professional Advice vs non advice.
    •Position protection risks and probability using the Royal London Marketing Studio Reports.
    •Describe why using the lifestyle expenditure calculator can help you manage the objection about affordability and budget.
    •Use these tools to deal with typical objections.
    •How to qualify for Free Protection Cover with Royal London.
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  • Coaching; tips from practitioners who have embedded it in their proposition Feb 6 2020 2:00 pm UTC 75 mins
    Damien Rylett, Brunel Capital Partners; Alasdair Walker, Hunter Aitkenhead & Walker; and Anthony Villis, First Wealth
    In this 60-minute webinar, we hear from current practitioners offering coaching as part of their financial planning proposition, as they explore the opportunities and lessons learned from using this technique.


    Learning objectives

    During this webinar you will;

    • find out more about coaching and understand how you could embed it as part of your proposition

    • hear real-life examples of coaching in practice and what the practical value is to a financial planning business

    • hear lessons learned from current practitioners on what works and what doesn't

    • receive practical advice and tips on coaching

    A live Q&A discussion forum will take place following the webinar at, pfspower.org.
  • Coaching; driving improved wellbeing for clients Jan 28 2020 2:00 pm UTC 75 mins
    Chris Budd, Founder and Chairman of Ovation Finance and Jan Bowen-Nielsen, Founder and Managing Director of Quiver Management
    During this 60-minute webinar, we look at financial coaching and how it can be used to improve clients' understanding of themselves and help clarify their real objectives, allowing you to create more relevant financial plans and enhance your long-term value by becoming a trusted coach.

    Learning Objectives

    By the end of this session you will;

    • understand how to uncover clients’ goals and deeper motivations, and through this help them see more possibilities

    • have practical advice and tips on how to build strong rapport and relationships with your clients, helping them make better decisions

    • know how coaching can significantly improve the overall wellbeing of your clients

    • be able to use the increased understanding and deeper rapport to develop a tailored and appealing financial plan

    A live Q&A discussion forum will take place following the webinar at, pfspower.org.
  • Coaching; a powerful opportunity for advisers Jan 28 2020 11:00 am UTC 75 mins
    Chris Budd, Founder and Chairman of Ovation Finance and Jan Bowen-Nielsen, Founder and Managing Director of Quiver Management
    In this 60-minute webinar, we explore financial coaching as a complementary activity to traditional financial advice and start to examine client needs and technological trends, that underpin the need for advisers to improve their interpersonal skills.

    Learning objectives

    During this webinar you will;

    • gain a better understanding of what coaching is and the benefits of using coaching conversation techniques as a financial adviser

    • explore the opportunities that coaching can create for advisers including; better client outcomes, new income streams and stronger business

    • learn purposeful listening and observation techniques that can be used to improve understanding of clients’ needs and motivations

    • receive guidance on how to apply high-quality questioning to help increase clients’ self-awareness and facilitate their thinking and decision making

    A live Q&A discussion forum will take place following the webinar at, pfspower.org.
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    In this 30 minute webinar, we take a look at various places where people can obtain a replacement income when they lose their main income through sickness or incapacity. We explore how modern innovations allow for the design of a high quality Income Protection solution, even if faced with a limited monthly budget.

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    At the end of this session, you will:

    • Have an understanding of where people can find a replacement income, but why many people’s own plans fall short.
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  • Ethics in AI in Insurance Recorded: Nov 11 2019 19 mins
    Melissa Collett, Professional Standards Director, CII hosted by James Moorhouse, Content Manager, CII
    Are the robots taking over insurance? Is this a good thing? In this webinar, Melissa Collett will talk about some of the latest technology in Insurtech and the ethical implications it has for the profession.

    This 30 minute webinar will be an interview style seesion between the presenter and host.

    After the webinar, you should have a greater understanding of:
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    2.What ethical frameworks already exist for AI
    3.The CII’s Code of Digital Ethics
    4.What kind of governance and regulatory approaches might need to be developed without stifling innovation
    5.What the future for the profession might look like
  • The changing Buy to Let landscape and what lies ahead? Recorded: Sep 27 2019 24 mins
    Roger Morris, Director, Precise Mortgages
    Join us for this 30 minute webinar where Roger Morris will answer the following:

    What effect have planning regulatory and tax changes had on the Buy to Let and HMO market?
    What does the future hold for landlords?
    What new opportunities are there for landlords?
    What do brokers need to know?
    How can Precise Mortgages help?
  • Make each moment count – how to help women and girls improve their financial wel Recorded: Sep 26 2019 36 mins
    Jane Portas - Women’s Risks in Life lead, Insuring Women’s Futures Ian Simons – Marketing Director, Chartered Insurance Insti
    In preparation for Talk Money week 18-22 November, we’ve set ourselves a challenge, and we need your help!

    If each of our >1,000 Insuring Women’s Futures ambassadors spoke to just 10 people about women’s financial lives, we could change 10,000 financial futures. And if we could encourage those 10,000 to speak to 10 more….

    This Webinar will talk you through a simple toolkit and conversation guide so you can be part of this initiative and talk to your friends, families and even colleagues about the moments that matter in women’s lives.

    Join us to find out how you can be a part of Talk 2 10K!

    For resources please visit: https://www.insuringwomensfutures.co.uk/resources/
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    Martyn Mathews, Senior Director of Motor and Telematics Insurance at LexisNexis Risk Solutions
    Over the last few years the highest risk component of a policy has moved from the policy holder, to the named driver or named drivers included on cover. This 30minute webinar aims to identify how insurance providers can get under the bonnet of named drivers in order to build a full view of the reality of the policy risk, and price accordingly.

    Learning Objectives:
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  • The changing Buy to Let landscape and what lies ahead? Recorded: Sep 2 2019 25 mins
    Roger Morris, Director, Precise Mortgages
    Join us for this 30 minute webinar where Roger Morris will answer the following:

    What effect have planning regulatory and tax changes had on the Buy to Let and HMO market?
    What does the future hold for landlords?
    What new opportunities are there for landlords?
    What do brokers need to know?
    How can Precise Mortgages help?
  • The Power of Data in Predicting Cancellations Recorded: Jul 12 2019 25 mins
    Martyn Mathews, Senior Director of Motor and Telematics Insurance at LexisNexis Risk Solutions
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    Gain a deeper knowledge of how data can help meet the challenge of customers that cancel early.
    Learn how data can help address this major industry problem by identifying those individuals most likely to cancel.
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  • The Real Impact of MiFID II Recorded: Jul 11 2019 51 mins
    Emma Hughes, Communications Director; CII
    This 50- minute webinar brings together a panel of experts to explore the latest research analysing the impact and effectiveness of MiFID II, since its recent introduction as a key component within the regulatory structure in the UK.

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    The Markets in Financial Instruments Directive II (MiFID II) was introduced in 2018, but its standards on disclosure, reporting charges and product governance are still working their way through the system. Many of the outputs of MiFID rely on firms working together in ways that they have not done before, and this means firms are still discovering what impact the requirements have on their work.

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    How do you ensure ethics are upheld in a world where decisions are taken by algorithms and you may have more data on your customers than they do?

    Join us for this 30 minute webinar launch of 'Digital Ethics; a companion to the Code of Ethics'. A panel made up of members from the Digital Ethics Forum will debate on the increasing importance of ethics as technology transforms the profession, including case studies of both real and near-future ethical scenarios.

    Your Panel:
    Matt Cullen, Assistant Director, Head of Strategy, Data and Alalytics, ABI
    Melissa Collett, Professional Standards Director, CII
    Andy Thornley, Head of Corporate Affairs, BIBA
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  • Corporate Chartered status – the next 10 years: summary of consultation response Recorded: Apr 25 2019 22 mins
    Melissa Collett, Ian Simons and hosted by Luke Holloway
    This webinar will last for 30 minutes including a 10 minute Q+A.
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    •The Chartered Ethos – a refresh of the ‘Why’ Chartered
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  • The Connected Car: UBI and ADAS Data is Here Recorded: Mar 1 2019 45 mins
    Paul Stacy, Automotive Director, LexisNexis Risk Solutions
    In this 45 minute webinar, we will discuss how and why LexisNexis Risk Solutions is integrating UBI (Usage Based Insurance) and ADAS (Advanced Driver Assist Systems) data into its global telematics platform.

    We will look at the current focus for auto manufacturers and share key learnings on where the industry is headed.

    Join this session as we examine UBI and ADAS data and how the roadmap to autonomy can allow insurance providers to take advantage of the data today, while positioning a brand for the future.

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    Gain an understanding of what UBI and ADAS data is and how it can be beneficial to insurance providers.
    Discuss the current business focus for auto manufacturers and where they hope to be in the future.
    Establish how auto manufacturers and insurance providers can work together using roadmap to autonomy.
    Understand how insurance providers can take advantage of the data available in the market today in order to build a brand for the future.
  • Education Champions - Discover Fortunes Recorded: Jan 24 2019 38 mins
    George Tsounias
    This webinar has been designed to provide an overview of the Education Outreach Programme vision, to train on the use of the Discover Fortunes board game, to cover some points on engaging with schools and students and to understand the Personal Finance Society guidelines.

    Discover Fortunes marks the starting point of the financial conversation with students in schools with follow-up resources focusing on financial education that will be released for use.

    Estimated webinar duration: 60 minutes..
  • Ethics in the Digital World Recorded: Jan 11 2019 46 mins
    Clive Thompson, Malcolm Hyde, Duncan Minty
    This 45 minute webinar is the third in a series of webinars on cyber and digital topics jointly hosted by the CII, CILA, IRM, IIL and Airmic to raise broad knowledge of technical advances and how they affect our customers.

    The objective of the webinar is to reflect on these ethical frameworks to identify the key issues that arise as a result of new and potential technological advances that could lead firms or practitioners to conflict with ethical good practice.

    This is a panel debate and there will be the opportunity to take audience questions at the end of the webinar.

    Speakers:
    Clive Thompson - Project Director at Willis Towers Watson and Non Executive Director at IRM
    Malcolm Hyde - Executive Director, The Chartered Institute of Loss Adjusters
    Duncan Minty - Independent Ethics and Insurance Adviser
  • Living in an IoT World: What this means for the future of Home Insurance Recorded: Dec 5 2018 26 mins
    Jay Borkakoti, Director, Home Insurance, UK, LexisNexis Risk Solutions
    The Platform Imperative has never been more critical than now, when The Internet of Things (IoT) is making the lives of consumers more secure, convenient and affordable.

    The number of data sources and business models seem potentially endless and the insurance industry needs to know how to approach this uncertain, emerging area of data and technology.

    In this session, we will review a day in the life of a connected consumer at home and draw conclusions on the multiple ways insurance providers can benefit from such connectivity through a device and market agnostic approach to insurance.
The professional body for the global financial planning profession
The professional body for the global the financial planning profession, the Chartered Insurance Institute Group (CII Group) promotes higher standards of integrity, technical competence and business capability.

With 128,000 members in 150 countries, the CII Group is dedicated to insurance and financial planning. Our membership covers all disciplines within the insurance industry (claims, broking, underwriting and sales), those working in the life and pensions sector and the mortgage advice market as well as independent financial advisers.

The CII is accredited by UK examinations regulator, Ofqual, and our qualifications are also recognised within the English national qualification frameworks. Success in CII qualifications is universally recognised as evidence of knowledge and understanding. Membership of the CII signals a desire to develop broad professional capability and to subscribe to the standards associated with professional status.

Our Royal Charter remit is 'to secure and justify the confidence of the public'​ in our members and in the insurance and financial services sector.

http://www.cii.co.uk

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  • Title: Coaching; tips from practitioners who have embedded it in their proposition
  • Live at: Feb 6 2020 2:00 pm
  • Presented by: Damien Rylett, Brunel Capital Partners; Alasdair Walker, Hunter Aitkenhead & Walker; and Anthony Villis, First Wealth
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