With an established team of experienced Investment Managers, it became apparent that many advisers were missing opportunities to engage with key IFA contacts during regional roadshow events. Senior leadership recognised that they needed to raise awareness among their teams of the importance of networking and develop effective strategies to help initiate new working relationships.
Working with personnel responsible for establishing professional relationships with clients, RoleplayUK developed an immersive hot housing session led by our experiential training team, and supported by a toolkit of networking techniques.
The focus of the programme ensured that participants could experience the impact of their networking ability in a live simulation with real-time scoring for personal effectiveness.
The training was made available in regional centres to maximise impact with minimum disruption to business as usual, ahead of the next scheduled roadshow events.