Webinar - Get it Write - A Masterclass for Paraplanners

Whether you are writing suitability reports, emails or letters, helping clients to understand advisor’s recommendations is no easy task. This engaging and practical session will steer you away from communication traps and lay down some communication ground rules. You will be able to strike the right tone, build trust and write concisely. The FCA is calling for the industry to improve the readability of the reports – this session will start to show you how.

Who is this for?

This is for paraplanners who want to improve their writing skills.

Learning objectives:

By the end of this webinar, you will be able to:

 Understand 3 ground rules for effective communication so that you build trust and your client takes action
 Apply 3 techniques that can help when conveying technical information
 Use seven tips to help with report writing
 Write emails that get actioned
 Apply techniques to craft engaging blogs and articles

The session includes real-life examples of poor writing from suitability reports that participants are asked to edit using the ideas, tips and techniques that are shared.

Melissa Kidd Biography:
Melissa Kidd, Director of Motem Ltd, specialises in helping insurance professionals to communicate more effectively.
She began her career as a copywriter having been trained by the Plain English Campaign. With a background in psychology, coaching and communication, combined with a wealth of
experience in the finance sector, she has a unique position from which to help financial services professionals.
Her clients include the Chartered Insurance Institute, Allianz, Zurich, NIG, BIBA, the Personal Finance Society and many more.

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