Human Skills: Elevate Yourself

Human Skills: Elevate Yourself, Elevate Your Team

In this two-part series, Ex-Operations Director and Member of the Time to Think Global Faculty, Becca Timmins explores the human skills needed to be a successful Financial Planner in the decades to come and for Leaders of Financial Planning Firms to create an environment for successful growth and eventual succession.

Human Skills: Elevate Yourself

This session explores the gap between the Financial Planner you are today and the one you hope to be in the future. Technology is advancing rapidly; client expectations are shifting as you look to new demographics to futureproof yourself and your business.

What does this mean for you personally? Can you imagine the professional you want to be in 5 years’ time? What implications does this have for your personal and professional development?

Becca Timmins helps to answer these questions and identify the key areas you need to develop to stay ahead.

Learning objectives

By attending this session, participants will be able to:

• Consider the needs and expectations of tomorrow’s clients
• Assess the skills you will need to serve them
• Identify obstacles that might hinder your development
• Understand the anatomy of “lightbulb moments”
• Develop a tangible next step for your career development