Melissa Kidd Email & Phone Number

Does this sound like you or your team?• Your technical skills have trumped your soft skills.• You’re worried about leaving something out of your suitability report. You fear this means the client can’t make an informed decision. And you run the risk of non compliance.• You know your reports are too long and technical. But you aren’t sure how to convey concepts concisely or clearly.• You're frustrated at the amount of time you spend writing or checking reports.Here’s how I can address those:I've developed a self-paced, online programme aimed at paraplanners, financial advisers & support staff. It's called Communicate for Impact - 6 steps to increased engagement, efficiency & confidence - so that you can be more effective. There are various ways you can join: DIY, GROUP or 1:1. The materials are the same, the support differs.I have a wealth of experience in the financial services sector – built up largely through working with the Chartered Insurance Institute (CII) & the Personal Finance Society (PFS) since 2012. My clients include: Holden & Partners, E-Paraplan, Alliance, Zurich, Marsh, NIG, Broker Network, Lycetts, FarmWeb, Arthur J Gallagher, the accountancy group CharterGroup and Corrigan's Associates. Additionally, I have worked with the leadership teams at Coca Cola and the Royal Mail. "Before the course, I'd struggle to get clients to return outstanding paperwork. And I didn't have a framework to explain technical concepts, which was frustrating and meant it took a long time to write reports, letters, and emails. Now, I'm seeing much faster turnaround times, my clients tell me my reports are clearer and easier to understand. Plus I have a structure to explain technical concepts, in a more straightforward way, with less effort. The Communicate for Impact programme was a great investment of my time and one I wished I'd made earlier. It was invaluable." Andy Findlay, Financial AdviserAfter you’ve completed the programme…• Your perceived competence will increase as clients will understand & trust you• As you’ll have checklists, frameworks and templates, your writing will speed up & you'll get more done• You’ll feel more confident conveying technical concepts that clients will understand first time• You’ll spend less time chasing for information because clients can see why this matters.If your communication or soft skills are letting you down. And you'd like to make a stronger impact, feel more confidence and build greater trust, please drop me a line and we can have an initial chat.melissa@motem.co.uk

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  A Soft Skills And Communication Expert

  Motem Ltd

  Jun 2014 - Present - Bristol

  If you’re a financial services professional struggling to communicate effectively, you’re in the right place.You could be concerned about complying with Consumer Duty legislation, which at its heart, is requiring advisers and planners to communicate in a way that clients understand.You could be worried that some of your client-facing staff aren’t as confident as you’d like them to be and want to support their development.You might have noticed that what’s undermining… Show more If you’re a financial services professional struggling to communicate effectively, you’re in the right place.You could be concerned about complying with Consumer Duty legislation, which at its heart, is requiring advisers and planners to communicate in a way that clients understand.You could be worried that some of your client-facing staff aren’t as confident as you’d like them to be and want to support their development.You might have noticed that what’s undermining your confidence is the way that you speak to yourself and want tools to help you flourish.Informed by cutting-edge psychology research and the latest thinking in neuroscience, you’ll find the soft skills courses and programmes practical, engaging and relevant.Melissa is also available for speaking engagements:Topics include:In Pursuit of Less Soft Skills - Strong relationshipsFinesse your First MeetingMake yourself Memorable Show less