Goal-based planning: How to turn training into effective practice

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In a recent blog, we talked about how goal-based planning can turbo charge your financial planning business.

Training your team to focus on clients’ real long-term goals rather than just investment performance could transform the service you’re offering.

But only if you put your training into practice.

Sounds obvious, right? Maybe. But unfortunately, it’s human nature to slip back into old habits.

People often feel excited by the new ideas and ways of working they learn on a course. And yet, once they leave the training room and return to their desks, this could all quickly be forgotten.

Heavy workloads and hectic schedules can make it hard to find the time and energy to implement changes.

However, without this crucial step, your investment in training will be wasted.

So, read on to discover how to use your goal-based planning training to make real changes to your business and add value to the service you deliver.

Drive team accountability by setting clear expectations

At Melo, once you’ve completed your goal-based planning training, we won’t leave you high and dry. Not at all! Instead, we’ll work with you and your team to make sure all that valuable learning is being put to good use.

Accountability is at the heart of this process.

Every individual across the business – from advisers to technical support staff – needs to know their role in implementing the new ways of working.

It might help to discuss the training, draw out key areas of focus, and set up regular reviews to assess how well the team is putting their learning into practice.

By setting clear expectations following the training, you can feel confident that everyone is on the same page, which is when the Melo magic begins to happen.

Make goal-based planning an integral part of the culture

Your training is the first step on the path to becoming a goals-based planning firm.

Next, you need to embed this approach as a culture within your business.

Your Melo training workshop will equip your team with all the knowledge, techniques, and practical skills they need to hit the ground running and put their training into action.

With this shared understanding and vocabulary – you’ll know your “goals” from your “transaction requests” – goal-based planning will soon become an integral part of the team culture. And by sharing new ideas, problem-solving as a team, and celebrating your wins, everyone will continue learning together.

Goal-based planning will soon become the beating heart of what you offer.

Use goal-based financial planning to deliver added value

We believe in delivering exceptional value to our clients, and we know you do too.

Goal-based financial planning allows your team to offer so much more than investment advice and generic solutions.

Understanding the true value of this approach – for your firm and its clients – will make your team feel proud to put their training into practice. And when they do, your clients will benefit from a truly bespoke service that helps them achieve all their life’s ambitions.

That’s because goal-based planning is about getting to the root of your client’s relationship with money and understanding what drives their financial wellbeing.

For some, happiness might lie in making more money and creating a secure future. Whereas others might feel a degree of financial guilt about accumulating more wealth. With goal-based planning, each client will receive a service tailored to their unique circumstances, needs, and aspirations.

What’s more, by moving away from generic objectives and drawing out a client’s real goals, your advisers will build stronger relationships and win more business for the firm.

Get in touch

If you’re not sure how to transition from training to practice, check out our goal-based planning training.

You can also drop us a line at hello@melo.co.uk or call for a chat on 0113 4656 111.


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