Section 1: Building your practice

This module will enable advisers to understand the importance of delivering on their client promise to build a strong, trusting relationship, aligning this promise with their firm’s capacity and skill set and automating processes where possible. The module will facilitate the reader to recognise the importance of employee engagement in the role of delivering on these promises.

This module also advises on the process of implementing change within an organisation and strategies to create successful change. The module teaches the benefits of engaging employees, mapping and evaluating existing processes, identifying areas for improvement, prioritising improvements and understanding the role of automating processes to increase efficiency and reduce risk.

Upon completion of this module, the reader should understand the necessity to deliver on promises, aligning them with the firm’s capacity and capability, alongside developing a compelling client value proposition setting their business apart from that of their competitors. They should be able to effectively communicate the benefits of their offering to clients and understand the significance of building trust within their client relationships.

Following completion of this module, the reader should be able to effectively implement and manage change within their advisory business, identifying and prioritising areas for improvement alongside creating a positive and supportive environment within their workplace for this to take place. They should be able to identify inefficiencies and risks and develop strategies to improve and streamline processes, driving positive change and improving their business’s performance.