Client

I partnered with a financial institution to develop an instructor-led training aimed at increasing referrals to their in-house investment advisor.

Summary

The employer found that staff needed a refresher on the benefits of referring clients to the investment advisor, and how to identify opportunities. After performing a needs analysis, it was identified that staff is seasoned and did not need a full eLearning course, but only an overview. The department has daily meetings before opening the branch, so this presentation worked well in that setting.

I also developed a Facilitator Guide and Participant Activity Sheet using colorful graphics to complement the presentation.

Solution

After attending the presentation and completing the Worksheet, learners had a solid knowledge of the benefits of referring to the investment advisor, and how providing this service solidifies their relationship with the client by improving their financial lives.

Development Tools

Canva

Microsoft PowerPoint