Webinar - Impactful online meetings

Tuesday, 05 October 2021
12:00 pm – 1:00 pm (UK time)
    • Nick Thomas

This session will cover the following areas:

  • Overview limitations of virtual meetings – compared to in person meetings
  • Advantages of virtual meeting - time efficiency and flexibility - no travel restrictions.
  • Strategy – to build client retention, new business, cross sales, and broker relationship
  • Setting yourself up for success
  • 4 step method set up for virtual space
  • Platform options and Technology Functionality
  • Personal presentation - making an impact personally.
  • Introduction to virtual meeting psychology
  • Introduction to managing wellbeing in the virtual space
  • In meeting tips – include reading of the room, switching content, creating ‘space’

Objectives - By the end of this session, you will be able to:

  • How to mitigate limitations and exploit advantages of virtual meetings
  • Giving delegates the skills to connect impactfully through online tools
  • Build an understanding of the different platforms available, their relative strengths and weaknesses
  • Provide the skills to work effectively across multiple platforms
  • Best practice in terms of setting up for online communication – professional image and communication effectiveness
  • Best practice in session planning and set up – to maximise effectiveness of the meeting

Nick Thomas Bio:

Nick offers a unique combination of skills in the UK insurance training sector – an industry sales specialist and a professional coach and trainer.
Nick is an Economics graduate with over 25 years corporate insurance broking experience
He was a highly successful sales producer in the UK broking market before progressing into regional and then national sales leadership roles. As National Development Director at HSBC, Nick was one of only 40 people from a global workforce of 265,000 selected as part of the STARS programme to recognise exceptional performance. He is a highly trained consultative sales specialist, and his experience includes a secondment with a major management consultant to design a best practice sales process.
In the mid-2000s, Nick developed a chronic health condition; his journey to recovery fostered a new range of interests, and a passion for health, and performance. He studied widely, qualifying as a Master Practitioner in Neuro-Linguistic Programming (NLP), obtaining a Diploma in Life Coaching, before going on to study Corporate/Business Coaching with The Coaching Academy. Nick is also a qualified Holistic Lifestyle Coach and Advanced Exercise Coach.
In the last two years Nick has worked in a self-employed capacity in training, coaching, and consulting. He works with a specialist adviser in Insurance sector M&A (Mergers & Acquisitions), and through Nick Thomas & Associates.

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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's 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.