NextGen Webinar – Coaching for Compliance Consultants

Learning Outcomes

Recognise opportunities to apply coaching methods in compliance-related interactions with financial planners.

Develop strategies to enhance communication and influence positive behavioural changes in financial planners.

Acquire skills to measure and evaluate the effectiveness of coaching approaches in compliance consulting.

Synopsis

Coaching for Compliance Consultants, is designed to equip compliance consultants in the UK financial planning sector with essential coaching techniques to enhance their effectiveness in influencing financial planners. The training aims to bridge the gap between traditional compliance approaches and modern coaching methodologies, fostering better outcomes for clients.

Bio

Adam’s career in financial services is in its third decade and during this time he has held advisory roles within financial planning firms and a variety of senior compliance and supervision positions. He has been a board director and President of the Personal Finance Society and a CII Accredited Trainer. He currently has a portfolio of positions including executive and non-executive roles focusing on developing careers in the profession, and supporting the strategic direction of businesses within financial planning. This sits alongside his work internationally creating communities that amplify the work of the financial planning profession.