[PFS] Full-day Seminar - Interpersonal and Coaching Skills for Financial Advisers and Planners

This event is kindly sponsored by Hunter Aitkenhead & Walker, Chartered Financial Planners

This illuminating full-day soft skills training course is being hosted and subsidised by the Insurance Institute of Leicester for the benefit of its members. There are only twenty places available, so book early to avoid disappointment.

Arrival at 9am for coffee with a 9.30am start. Lunch will be provided and the course will conclude at 4.30pm.

Course Information

Our profession is evolving, moving away from a fact-find and a product to the development of long-term professional relationships built around financial planning and forecasting, and ongoing financial management.

There is however great value in adding another stage to the process, one where the adviser helps the client understand themselves better, their dreams, motivation and aspirations, using powerful interpersonal skills used by professional coaches.

This three-step approach Coaching – Planning – Advice, differentiates the financial adviser and builds greater customer loyalty and a more resilient adviser business model.

This one-day intensive master class, designed specifically for financial advisers and planners, will show how you can use powerful interpersonal skills and techniques used by professional coaches to improve your clients’ and your understanding of their goals and motivation, connect with your clients on a deeper rational and emotional level and build strong rapport and trusted relationships.

The course participants will learn

• The benefits of using coaching conversation techniques as a financial adviser
• Purposeful listening and observation techniques for improved understanding of clients needs and motivation
• High quality questioning to help increase the clients self-awareness and facilitate their thinking and decision making
• How to uncover clients goals and deeper motivations, and through these help them see more possibilities
• How to build strong rapport and relationships with your clients
• How to use the increased understanding and deeper rapport to develop a tailored and appealing financial plan

Our Speaker

Jan Bowen-Nielson, Quiver Management

Jan has 15 years’ senior management experience from blue chip corporations in the UK, Denmark and USA and 14 years as an executive coach and management consultant. His particular area of expertise is in change leadership and building high performing leadership teams, both from executive and consultancy roles.

During a successful senior management career, he became know for his ability to initiate and lead transformative change programmes within large international companies. This led to his implementing a turnaround of an international US-based organisation in his role there as CEO.

He went on to co-found JBBI, a change leadership consultancy, and as CEO helped build this into a thriving consultancy with offices across the UK, Scandinavia and Germany before leaving to set up Quiver Management.

As a very experienced executive and business coach, he has over the last fourteen years, coached a large number of senior executives in FTSE 100 companies as well as numerous business owners and entrepreneurs.

In addition to being a qualified Senior Practitioner in Coaching and Mentoring and a Fellow of the Institute of Leadership and Management, he holds an MBA from Henley Management College and a BSc from the Danish Engineering Academy.

To view our image and video capture consent statement, please click here.