Relationship Building - CPD half day event - Lincoln
Afternoon CPD Event - Professional Skills
Lincoln Insurance Institutes in person CPD event at the Epic Centre, Lincolnshire Showground, will be the first face to face CPD event in a number of years and is focussed on providing professionals with the skills to build the strong lasting relationships required to be the clients trusted advisor.
Book your place now to avoid disappointment.
The session will include two CPD sessions, snacks and tea and biscuits, the itinerary is:
12:30 – Session starts & finger buffet
13:00 – Five key habits of a trusted advisor – Jeff Heasman
14:00 – Refreshment break
14:15 – How to build relationships using NLP – Caroline Martin
15:00 – Session close.
The first CPD session is presented by Jeff Heasman:
ABOUT THE SESSION
Trust is at the centre of the client/advisor relationship in financial services. But how is trust built and maintained? What are the different levels of trust? What are the 5 key habits you need to practise to ensure someone views you as a trusted advisor?
In this session, relying on parts of his doctoral research into the concept of trust in financial services, Jeff Heasman will explore the building blocks of trust in client/advisor relationships and explore 5 key areas that is important to focus on in our relationships to ensure that our clients see us not just as any other advisor but rather as a trusted advisor.
LEARNING OUTCOMES
By the end of the session, participants will be able to:
Identify how trust is formed in professional relationship between client and advisor.
Explain the 5 key habits of trusted advisor.
Implement a strategy to build and maintain the status of a trusted advisor.
The second CPD session is presented by Caroline Martin:
ABOUT THE SESSION
When we truly appreciate what is important to others it becomes so much easier to deliver and meet their expectations.
Join us for this whistle stop tour where Caroline will introduce us to Neuro Linguistic Programming (NLP).
We will explore how NLP can help us to understand ourselves and others to communicate more effectively, build stronger relationships and achieve better results.
LEARNING OUTCOMES:
An introduction into NLP
An explanation of the NLP Communication Model
An overview of Values
An exploration into questions to gain clarity and build stronger relationships
Below you will find the slides from the events.
5 habits of a trusted advisor
And
How to build relationships using NLP
Venue
- The Epic Centre, Lincolnshire Showground
- Grange de Lings
- Lincoln
- LN2 2NA
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
3 hours' CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.