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Adviser Development

Practical Best Practice

Adviser Development for individuals and groups
Understanding something in theory is quite different from knowing how to apply it in real-life. IDS Adviser Development bridges the gap. We help advisers – individuals and groups – with the all important ‘how’.

Adviser Group Development
Have you identified a skills area that needs development? We can help by assessing the specific training needs and developing a workshop to address those. Whether a series of one-hour sessions or a longer workshop, for small or large groups, we can provide tailored training for your needs.

Development Resources
Utilise the extensive IDS Knowledge Bank of Development Resources, including workshops on the 6 Step Process; customer disclosure communication; best practice complaints management and more. We can workshop these with your team, or provide the material for your internal training events.

My Development – Individuals
We can work with you on a one-on-one basis to design your Continuing Development Programme (CPD), manage your CPD calendar, identify appropriate CPD learning opportunities and more. We help you to ensure your professional development is quality and on track.

Conferences and Events
Professional Development days and adviser events are ideal opportunities to address training gaps en masse. Our experience continually highlights that the practical approach delivers the greatest value. Talk to IDS about presenting a workshop or session, purpose-fit for your audience and event.

Workshops and Events

Interest Based Negotiation

The best way to meet the client’s needs.

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Advanced Negotiation

Creating winning situations.

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Connecting With Your Customer

Creating instant rapport and understanding the client’s perspective

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Internal Complaint Process

Creating a simple process that suits your individual needs

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How to Stop a Complaint Escalating

Delivering a resolution for you and your client

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Detecting Deception

How to tell if your client is not telling you the whole story

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Business Risk Analysis

Minimising the chances of business failure due to unforeseen circumstances

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Understanding the Mediation Process

And when to use it

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Six Step Advice Process

Best practice workshop

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Responsible Lending Code

Refresher workshop

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Code of Professional Conduct

Standards overview

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Legislation and Advice

Refresher workshop

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Disclosure and Terms of Engagement

Best practice workshop on documentation

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Documenting Your Advice

Clear and concise advice documentation

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Replacement Business

Best practice workshop

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