Events Calendar

< 2020 >
March 22 - March 28
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    Quiver Webinar: Coaching the heart of financial advice

    16:00 -17:30

    In this series of six webinar sessions you will learn some core coaching skills and how you can apply these in your financial advisory practice to

    1. Improve your client conversations
    2. Understand your clients better
    3. Improve your service delivery
    4. Help your clients achieve financial wellbeing
    5. Convert more prospective clients
    6. Create a prosperous practice based on long-term client relationships.

    The live sessions started in January 2020, but they are recorded so you can still catch-up on the first sessions and join the live webinars in March.

    £149.00 +VAT

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    POWER Webinar: Wellbeing in the workplace: an opportunity for Financial Advisers

    11:00 -12:30

    How to expand your service to help employees from any type of business be financially healthier and happier, without having a detrimental impact on your existing Financial Planning business. 

    About this webinar

    In this 60-minute webinar including a 15-minute Q&A, Jason Butler explores the what, why and how of financial wellbeing at work. He will outline the threat to businesses of financial ill-health and the different opportunities for the provision of financial advice to different groups of people at work. Jason will also demonstrate the added value you can bring to business owner clients.

    Learning objectives

    During this webinar you will:

    • Learn the five levels of financial wellbeing and the distinct challenges, needs and issues that affect people at each level
    • Gain an understanding of the link between mental health and money, and the impact that this can have on a business’s bottom line
    • Develop an awareness of the different ways that employers can support the financial wellbeing of their people
    • Receive practical advice and tips how you can incorporate workplace financial wellbeing support and services into your overall service proposition.

    Presented by:

    Jason Butler, Speaker, Author, Financial Wellbeing Expert and ex-Financial Adviser of 25 years.

    Watch online now for free

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