5 Skills of a Future-Proofed Adviser in Insurance and Financial Services

The way we work as professional advisers is changing at a rapid pace. With the growth of Generative AI, automated processes and decision-making, we need to understand how we must adapt to ensure we remain a valuable asset to our clients as a trusted adviser.

This session will examine current market trends, advances in technology and changes in the way people now work in professional services. Using his vast experience as an international trainer, and drawing on his research into artificial intelligence and its role in insurance and financial services, Jeff Heasman will provide us with what he considers to be the top five skills of a future-proofed adviser.

Online Booking
To reserve your place, please use our online booking system by clicking on the Book Now button below.

The session will be run using Zoom technology and a link to the meeting will be sent to those who register at the time of booking.

Interested, but can't attend?
Don't worry if you can't make the date/time of this webinar, it is being recorded. Please book a place as normal and we will send you a link after the event to access the recording.

Learning Objectives
By the end of the session, participants will be able to:

• identify the key skills that will ensure they are a future-proofed and trusted adviser

• explain current and future trends in the markets and their impact on the way in which professional services are delivered

• implement a strategy to adapt to current and future trends to remain relevant and trusted as an adviser

About our Speaker
Jeff Heasman worked as a litigation executive and senior liability adjuster before branching out into language and psychology.

Jeff holds both a bachelors and a masters of law degree, is a qualified language instructor and also a certified practitioner member of the Academy of Modern Applied Psychology as well as a member of the Association of Business Psychology. He delivers courses across the globe, either face-to-face or online.

Jeff maintains a close connection to the industry by regularly providing consultancy in areas such as law and communication and he provides consultations with individuals and teams regarding cognitive skills, such as decision-making and problem-solving.

In 2020, Jeff graduated top of the class from the Yale School of Management Executive Education programme in negotiation strategies with a score of 100% across all modules and he is recognised as an expert in the field of negotiations within the insurance industry.

Other areas of specialist expertise include insurance fraud, claims handling and the synergy between product design, brand promises, marketing messages and customer expectations. Jeff is currently completing a doctoral thesis with a Swiss business school, focusing on human v automated decision-making in insurance claims and its potential impact on customer trust.

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