Outstanding Performance comes from within.
What
Empowering knowledge in a dynamic environment can deliver outstanding results. Partnering with industry leading enterprises can help you deliver outstanding client experiences. Great performance comes from within. You have a duty to TREAT YOUR CLIENTS FAIRLY. The role of CPD is evolving. Should you offer CPD programmes to your clients as part of your advice package to help them understand more about what you are advising? Even the most experienced professional hates to admit I DON’T UNDERSTAND WHAT YOU ARE TELLING ME! Time to help them.
Why
In reality, NOT ALL TECH SOLUTIONS MAKE YOUR LIFE EASIER. Chatter about the benefits AI can bring to financial services with no evidence of improved client outcomes and firm profitability. Despite your training, does your advice makes sense? What can you do to help your clients make fully informed decisions? Misinformation and bias product briefs can confuse clients. Perhaps time to offer your client access to CPD programmes as part of your advice package. Consider this:
“Repetition and meaningful learning are not mutually exclusive – meaning reveals itself when you read something many times – thick accumulation before thin production – this principle stresses the importance of two things:
1.A comprehensive foundation through accumulation of basic knowledge and skills
2.Assimilation, integration and productive creativity only come after this firm foundation”
Enlightened CPD helps you and your clients grapple with many opposing forces behind any investment decision - determining which is right for you both. Your clients may love you for it.
How
Dynamique business partners include capital markets data driven performance firms and motion picture production origination. Similar to Formula 1 advising America’s Cup contestants, cross-pollination of ideas, experiences and technology drive exceptional growth - learn from your partners.
BLUE ANCHOR PRODUCTIONS NEW ZEALAND – Anglo-Kiwi-South African docudrama production company
CONFLUENCE USA – Global Leader Data Driven Investment Management Solutions
DACREED NEW ZEALAND - Business Performance, Compliance and Governance CPD systems
TE MATA NEW ZEALAND - FOREX Trading Trends, Attribution and Performance unique tools.