Making Value Visible to Clients with Melissa Kidd

Making Value Visible to Clients with Melissa Kidd

Join communication expert Melissa Kidd as she reveals research-led insights to help advisers clearly articulate their value.
Learn how to avoid common pitfalls, apply proven communication ground rules, and create stronger, more confident first meetings with clients from the outset.

We will discuss:

1. Recognise Melissas’s research findings on first meetings

2. Avoid 4 common mistakes when communicating value

3. Understand three ground rules for effective communication

60 Structured CPD Applicable. For Financial Professionals Only

Melissa Kidd, Motem Director | Soft skills specialist in finance sector

Melissa Kidd specialises in helping advisers communicate so that clients love talking to them. She’s a certified coach, studied Neuro Linguistic Programming (masters) and been trained by the Plain English Campaign. Her clients include CISI, PFS, CII, Nucleus, Saltus, Rathbones, St James’s Place and many other financial services firms.

Debbie Holmes, Business Development Manager

Debbie Holmes is Business Development Manager at ebi Portfolios. Debbie is responsible for introducing ebi Portfolios to new advisers and building relationships with both new and existing firms, providing training and support to onboard and utilise the tools and materials ebi provides it’s members. Debbie also works closely with the ebi team to provide feedback and development ideas from advisers.