Typically, your people are your most expensive and valuable resource. As an employer you expect a certain level of commitment and investment from your staff, but they too expect to receive the same in return. Their training and development is key to this.
A busy office, and your firms current structure may be hindering your ability to carry out regular development. How your firm communicates advice is a key area of development, that can make the job more enjoyable, and manage risk when dealing with clients. The time taken to carry out certain tasks, in particular production of the suitability reports and client files, can vary across business significantly. In our experience, reviewing a sample of client files, and training teams on ‘what a good file looks like’, in addition to reviewing the businesses end to end advice process, can really help business improve, in areas that matters. In addition to our comprehensive range of online guidance, accredited CPD events programme and remote learning suite, the additional services below provide more targeted support to your business.