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

ATO refines data-matching of share trades

Financial advisers and their clients will have to keep a tighter focus on share portfolio transactions amid news from the Australian Taxation Office t...Read more

InvestSMART launches pricing model

InvestSMART has announced that its Professional Managed Account (PMA) platform will deliver investors fees of no more than $451 a year, regardless of ...Read more

Call for compulsory annual reporting on adviser trails

Superannuation funds should be required by law to inform members if they are being subjected to the payment of trailing commissions to financial advis...Read more

Author

Comments

Add new comment