Browse all articles across people aspects of regulation and people development within UK financial services
Every Financial Adviser must have a Personal Development Plan which should be split into three elements. The first element should be what the Adviser themselves wants to develop and linked to relevant Continuous Personal Development activities.
If you’re in the business of giving mortgage advice, you know that it’s tightly regulated to ensure the customer is advised on the most appropriate solution based upon their needs. And that’s the absolutely right thing to do. The consequence is a torrid experience for the poor old customer.
You couldn’t be blamed for rolling your eyes when the boss says, “People are our greatest asset.” Bosses always say that. They almost never mean it.
I have to own up, I enjoy training. Though, I also have to own up, I sometimes enjoy myself too much. My argument is that if I am enjoying myself, then maybe the delegates are, too. I like to fool myself and am very good at it. I like to make training enjoyable.
Who remembers when Continuous Personal Development started as a formal record? The days when reading the “pinkies” could be included, and attending regular social gatherings, otherwise known as “provider events” got you a free lunch which also counted towards your total hours? Happy days.
With 2016 now well under way many of you will be turning your thoughts to the qualifications and exams you wish to complete over the next 12 month period. You may just be moving into a financial planning role or already be diploma qualified and looking to progress towards level 6 and Chartered Status.
There was an excellent article on service in the last organ and what I liked is that it came from a very personal viewpoint and experience. As we all suffer from/enjoy service, whether we like it or not.
Culture starts with those at the top of their association, company, trade body, or other organisation, and transcends through employees to have an impact on customers.
Let me ask you a question, if you needed to have brain surgery would you choose a brain surgeon fresh out of med school who has been taught the very latest techniques in brain surgery? Or perhaps a brain surgeon who has successfully carried out this type of brain surgery for the last 30 years?
Brodie and Florence are my two Italian Spinone dogs and like to be told what to do. They will obey their master’s voice. But fellow humans don’t. Nobody wants to be told what to do; customers don’t want to be presented with old style sales techniques that push features and benefits.
A few years ago, I was pulled over by the boys in blue, the police as we call them here in the UK. I hadn’t done anything wrong although I felt strangely guilty. It’s how they handle you. And I knew what they were going to do first. That’s right, calibrate me.
In 2010 David Brailsford was appointed Performance Director of Team Sky and faced one of the toughest jobs in sport. Up to that point no British cyclist had ever won the Tour de France; his task was to change that. Brailsford’s approach was simple.
