Articulating & Leveraging Value - with existing, new & future clients

Articulating & Leveraging Value - with existing, new & future clients

By Personal Finance Society

Let's dive deep into the art of building connections and unlocking potential with clients, past, present, and future!

Date and time

Location

Shirley Golf Club

Stratford Road Solihull B90 4EW United Kingdom

Agenda

9:00 AM - 9:30 AM

Registration with refreshments

9:30 AM - 10:15 AM

Part 1 - Presentation with Rachael Hurdman, Arch Inspire Ltd

10:15 AM - 10:30 AM

Refreshment Break

10:30 AM - 11:00 AM

Part 2 - Presentation with Rachael Hurdman, Arch Inspire Ltd

11:00 AM - 11:30 AM

PFS Local Event Close

Good to know

Highlights

  • 2 hours
  • In person

About this event

Join us for this interactive CPD session where you will work with Rachael to….

Identify, harness, articulate and demonstrate the true value you bring to the clients you work with and in turn, use this to identify and maximise new client opportunities (+ professional connections)

Session outcomes:

  • Explore, identify and capture your core values and embed these values in your client relationships
  • Understand your purpose and the ‘WHY of what you do’ - articulate this with confidence and conviction
  • Define (re-define) and document your ‘ideal client’
  • Build your confidence and assertiveness to say YES to what you want to and NO to what you want to (in line with consumer duty and commerciality)

Speaker BIO:

Rachael Hurdman is the Director and Founder of Arch inspire. She established the business in 2016 after a successful career within Financial Services for over 20 years (Rachael spent the last 10 years at AXA and Aegon as a Management and Business Consultant, consulting extensively with U.K financial planning practices and leading and managing platform consultancy teams).

Rachael works with individuals, teams and businesses to inspire people and performance through a range of coaching and consulting solutions. The purpose of Arch inspire is to inspire people to lead themselves and in turn others.

Rachael works closely with a number of Financial Planning businesses at all levels as both a coach and a consultant. She also works across a range of sectors including, Legal, Accountancy, Education, Charity, Marketing, Engineering and Design.

Rachael is a certified coach with the Coaching Academy, a member of the Association for Coaching, a Master NLP Practitioner, a EQ-i (emotional intelligence practitioner) and a MBTI and DiSC practitioner.

Rachael is also a keen runner, having run her third London Marathon this year for Samaritans. She lives in the West Midlands with her husband, daughter and twin boys.

You can visit the Arch inspire website to find out more about the work Rachael does. You can also visit her Linked In profile to see the extensive list of Arch inspire client testimonials.

www.archinspire.co.uk https://www.linkedin.com/in/rachaelhurdman

Organized by

Free
Sep 11 · 9:00 AM GMT+1