26th July 2016

Prudential: 70 hours structured CPD and counting…

Take a look at this infographic that demonstrates all the activity Prudential have provided to help you develop your business – and it only covers the last 6 months!

In addition to the number of structured CPD hours, it shows many Quarterly and Technical Oracles they have delivered and the amount of Oracle Live WebEx’s that have taken place. Also shows the number of different tools and calculators, Business Consultancy Guides and other useful tools and box sets that Prudential has to offer.

To view a copy of the infographic please click on the following link.

Business Development, CPD

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Free Registration and CPD

Fidelity Adviser Solutions: Helping clients with their financial wellness

If you’ve ever felt that clients’ money worries run deeper than the numbers, this five part video series from Fidelity Adviser Solutions is for you. Each short session shares practical, real-world ideas you can use straight away to spark better conversations, boost confidence, and make planning feel clearer and more human for you and your clients. Watch now

Client Centred Advisers: Why money is never just about money

Perhaps one of the most important things to understand about money is that people don’t experience it rationally. They experience it psychologically.

Client Centred Advisers: Helping clients stop living in life’s waiting room

One of the most common assumptions people make is this: “I’ll be happy when…” I’ll be happy when I can retire. I’ll be happy when the mortgage is paid off. I’ll be happy when I have enough money. I’ll be happy when I can work less. I’ll be happy when I’ve achieved financial freedom. At first glance, these seem like perfectly reasonable goals. In fact, many of them are exactly the kinds of goals financial planners help clients work towards every day.

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