Clicky

Advice firm launches soft skills program

Financial services provider, Partners Wealth Group, has launched a soft skills training program aimed at associate financial advisers entering the market.

The Associate Advisor Academy program was created in response to its own experiences as well as industry feedback, and aimed to transition new employees from support roles to adviser positions, the firm said.

Partners Wealth Group wealth division head, George Hluchaniuk, said businesses were concerned that tertiary-based education courses were not providing new employees with the practical skills and knowledge needed to build business opportunities.

Related News:

However, he stated the course did not aim to turn associate advisers into "high pressure salespersons".

The course content includes relationship mastery, which aimed to equip advisers with skills to build trusted relationships with clients, stakeholders, and referral partners, business acumen to make logical commercial decisions for business prosperity, and advice and technical competence to deal with the structures of the financial services landscape.

The program would be delivered one day a month in a classroom setting and via Skype. The firm was looking for expressions of interest for 2017 enrolments.




Related Content

PC calls for higher SMSF advice standards

As a year set to be dominated by new advice training standards for financial advisers begins, the SMSF Association has welcomed the Productivity Commi...Read more

Collaboration is key for future of AI: Kaplan, Red Marker

Kaplan Professional and RegTech fintech, Red Marker, have championed for greater collaboration across the financial services industry to help advisers...Read more

25% of degree-qualified advisers are falling short

As many as a quarter of degree-qualified financial planners are facing the cost of further education because their qualifications are not recognised u...Read more

Author

Comments

Add new comment