Get it Write

Melissa Kidd, Director of Motem

Whether you are writing suitability reports, emails, or letters, helping clients to understand financial advice recommendations is no easy task. This engaging and practical session will steer you away from communication traps, lay down some communication ground rules so that you can strike the right tone, build trust, and write concisely. Consumer Duty is calling for clearer communication – this session will show you how.

Learning objectives: 

By the end of this webinar, you will be able to:

  • Understand three ground rules for effective communication so that you build trust and your client takes action
  • Apply three techniques that can help when conveying technical information
  • Use seven tips to help with report writing
  • Write emails that get actioned.

The session includes real life examples of poor writing from suitability reports that participants are asked to edit using the ideas, tips and techniques that are being shared.