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Personal Finance Society
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Techniques and skills

Facts are all well and good, but helping people understand the benefits or consequences of a particular course of action takes great skill. 

Soft Skills Guides

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We understand that working successfully with clients, and with colleagues alike, is based on more than just how much technical knowledge you have. Being able to build a rapport with clients, be a good listener, and manage your time effectively are all important skills to ensure that you build and maintain successful business relationships.

Members have access to a suite of useful soft skills guides to help you learn and improve some of these vital skills.

View the guides here »

Cash flow modelling - the realities of freedom & choice

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Our expert panel will introduce you to the potential power of cash flow planning whilst helping you understand the limitations and possible risks of the technique.

As a result of participating in this webinar delegates will be able to:

  • Understand the history of cash flow modelling in UK financial planning
  • Identify it's relative strengths and any potential weaknesses
  • Consider the context of the new pension freedoms and care fees planning
  • Understand any potential risks in consumer understanding
  • Identify the range and availability of cash flow modelling tools

Click the image below to watch the webinar, or download the slides here. To view a transcript of the questions asked during the live session, please follow this link: Cash flow modelling webinar questions

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How to make an elevator pitch

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John Dashfield, Owner, Dashfield Consulting, answers the key question; 'What is an elevator pitch?'.

During this video, John will cover points below:

  • How to sum up the unique aspects of you and your business in a way that will excite the listener's attention
  • Why and when you need to make an elevator pitch
  • The key do's and don'ts
  • The questions your elevator pitch must cover
  • How to keep it fresh and relevant

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Face to face communication rules OK!

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Advisers are reacting against the current trend to focus overwhelmingly on electronic communication and social networking.

Their most valuable work is typically through personal contact in meetings and social events. The speaker will examine how to revitalise your natural ability to communicate face to face.

Learning outcomes:

  • Understand how people think and feel
  • Maximise effective communications with clients and other people
  • Use Neuro-Linguistic Programming (NLP) sales tools to help become master communicators

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Career and development paths for paraplanners

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The Personal Finance Society held two one day conferences exclusively for paraplanners in Yorkshire, 25th June and London, 2 July. Richard Allum, Founder, The Paraplanners, looks at the evolution of the paraplanner, what a paraplanner is and the variation in paraplanner roles and how to progress your career.

Learning outcomes

  • The Exams and qualifications
  • Progression as paraplanners or as financial advisers
  • In house and outsourced paraplanning opportunities
  • Future developments for the paraplanning profession

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