Forthcoming events
This month
CPD Webinar: SURE: A new technique to ensure clients have understood your advice
We naturally ask the client if there is anything they didn´t understand and often, the client replies “No”. Or we ask if everything was clear and the client answers “Yes”. But can we rely on these answers as being an accurate reflection of whether the client truly has listened to and understood that advice? The answer is NO!! Recent FCA guidance papers on vulnerable customers and the new consumer duty have emphasised the obligation to take steps to ensure the customer has understood our advice and recommendations and anyway, it is just good practice! That is why, in this session, Jeff Heasman will outline his SURE technique for insurance and financial services professionals, based on concept checking, a method traditionally used in language teaching. Concept checking is designed to determine, with as much certainty as possible, that the client has understood the advice. Easy to apply to day-to-day interactions with clients, the SURE technique will help avoid misunderstandings now and in the future.
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Insurance Institute of Leeds Foodbank Charity Challenge
To raise money and awareness of our President’s chosen charity, the Leeds South & East Foodbank, we are inviting members to join in with a charity challenge between the 15th and 19th July. For a 3 day period, the challenge is to only eat food and drink you would find in a typical food parcel given out at food banks around the country.
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Webinar: Food for Mood
Although your brain is only 2% of your body weight, it consumes 20% of the calories you eat. So, why on earth when we think about nutrition are we often lead to focus on body image? Fuel your mind, and mental strength you will find!
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Harrogate Treasure Hunt 2024
The Harrogate Local Committee's infamous Treasure Hunt is back for 2024! Gather your colleagues and friends to see if you can crack the clues, as well as having plenty of time to sample the many ‘watering holes’ of Harrogate. There will be prizes for the winning team.
View event detailsWebinar: Aligning Business & Wellbeing Priorities For Work-Life Balance
Historically business and wellbeing priorities were worlds apart. Fortunately, we now recognise the importance of a dual approach.
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Webinar: Meeting Effectiveness
Get the most from your meetings - meet us at this webinar to find out more!
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Webinar: Rest, Recovery, Recharge
The well-known phrase “I`ll sleep when I die” is old school. The number of hours worked DOES NOT correlate with performance. This session addresses the WHY, WHAT and HOW to rest, recover and recharge, so that you are ready to achieve!
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In Person CPD Event: Building rapport in a hybrid world
Building Rapport is critical in business. It’s your tool for nurturing strong relationships whilst sharpening your capacity to influence others. Whether we are working with prospects, existing clients, the insurance market, co-workers, or other stakeholders it is essential that we can quickly establish [and reestablish] rapport. Rapport also plays a role in building a wider relationship of trust.
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EIP Rounders!
Our Emerging Insurance Professionals are arranging a rounders and networking evening - why not join us for some bat, ball and buffet fun!
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CPD Webinar: Advanced Marine Cargo Insurance
If you participated in our previous Introduction and Intermediate sessions earlier in the year by now your confidence and knowledge of marine cargo insurance should mean there are no sleepless nights but every now and then there is the nightmare … We conclude this series by examining and exploring areas of marine cargo insurance that are often overlooked as they might not be relevant to our day to day role. However, it’s always useful to expand knowledge and ‘see the bigger picture’. This session will look at Letters of Credit, the claims process and international legislation as well as other issues that can arise from time to time when dealing with cargo insurance.
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Harrogate Annual Dinner 2024
The Harrogate dinner is back for 2024, at the Majestic Hotel. We would be delighted if you could join us. In view of the popularity of this event, a high demand for tickets is anticipated so we recommend early booking to avoid disappointment. We are pleased to be able to keep prices the same for the second successive year too!
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