In House Bespoke Training and Change Management
We work in partnership with your C-Suite Private Client Leaders, Learning & Development, Compliance and/or HR Directors to build on our training courses to develop a personalised and customised approach. The aim is to enhance your philanthropy and impact/ESG support and engagement offering as part of your area of expertise, supporting your clients’ donor, social investment and impact/ESG investment journeys. The training will be focussed on preparing client facing team for meaningful values-based discussions with clients in support of their values and purpose led wealth strategies; therefore, helping their clients live their values and fulfil their ambitions and deepening relationships.
The bespoke in-house training for the advisor team would:
- Allow for tailored training to reflect a firm’s needs helping them to achieve their business outcomes more efficiently and effectively.
- Demonstrate the firm is upskilling the workforce in values based conversations, specific to discussing with clients their values, motivations, ambitions, and goals via a lens of purpose wealth strategies designed to meet regulatory requirements and changing client needs.
- Equip a team with the necessary skills to engage in these types of conversations with colleagues, clients and other stakeholders confidently and to create a culture shift within the firm from the ground up, achieving buy-in.
By bringing the training programme in-house, your client facing team will have the opportunity to learn in a familiar environment and interact with colleagues in a way that is conducive to effective learning. The training will be highly tailored to fit the products and services you currently offer so making it applicable to your firm and a unique client service offering.
This training will give your workforce the confidence, tools and support they need to talk with their clients about their values, motivations and ambitions, moving beyond the current approach to suitability and develop long term meaningful relationships with their clients.