Chartered Institute for Securities & Investment  

Cisi tries to get advisers conversing

Cisi tries to get advisers conversing

Communication is a vital skill for advisers - not just between clients but also between teams, Christopher Jones-Warner has stated.

The independent consultant, who is a fellow of the Chartered Institute for Securities and Investment, said the so-called 'soft skill' of effective communication was crucial to building trust and connecting with people.

Mr Jones-Warner said: "When advisers communicate effectively, they can create a climate of trust quickly, which is so critical in meetings with prospective clients.

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"And within teams trust is the climate which improves workflow, reduces cost and generates innovation. And all this from knowing how to connect with people."

This view was echoed by Derek Bradley, founder of online advisory forum PanaceaAdviser, who said: "This is a big issue for the advice industry.

"With robo-advice being the flavour of the month, and a society addicted to tablets and iPhones, communication and especially interpersonal skills are vital."

Their comments came ahead of a training session being organised by the Chartered Institute for Securities and Investment on Tuesday (18 October).

The course, which offers discounts to members of the Cisi/Institute of Financial Planning, aims to help participants to handle tricky conversations and create trust within the team, improving team workflow, team innovation and creativity.

It will also focus on ways to reduce meeting times and help advisers connect better with potential clients and stakeholders to increase opportunities to serve. 

Mr Jones-Warner added: "This is course is all about advisers communicating powerfully to create a team that is motivated and committed to delivering results."