global
GLOBAL
GLOBAL
en-GLOBAL
global_noInvestor_classes
noInvestor
noInvestor
en
en
Skip to main content
Intermediary
Uk flag icon
EN
Search
Close
Mobile menu open
Mobile menu close

Communication – how to engage your clients

structured-cpd

Course Introduction

Course Lessons

Certificate

Go to lessons

LESSON NAVIGATOR

CURRENT

Communication – how to engage your clients

See all lessons
Previous lesson
Next lesson

Key takeaways

  • Understand how to tailor emails and ensure they are well targeted
  • Learn strategies for catching the reader’s eye from the subject line
  • Find tips for adding value, regardless of whether they become a client
  • Understand why different client types need different communication approaches
  • Find tips for successful telephone and video communication with different client types
  • Find tips for successful written communication with different client types
  • June 2024
  • 30mins
  • structured CPD
Back to Financial Planning

Key topics

Communicating with clients

Communication - how to engage your clients

No data was found
Prev
Next
Apple Podcast logo
Google Podcast logo
Spotify logo

Course Lessons

To claim your structured CPD complete the following lessons.

structured CPD

How to stand out in your client’s inbox

Emails are a great way of getting in touch with clients and potential clients alike, but how does your email stand out?
1
2024-06-24 09:16:29
Go to lesson
structured CPD

Communicating with different client types

Understanding different client types and adapting your approach to various personalities is a key skill for advisers to master.
2
2024-06-24 03:59:24
Go to lesson
7 July 2025
Communication – how to engage your clients
CTI

Communication – how to engage your clients

Certificate

Go to My CPD
Linkedin Linkedin Youtube
Intermediary
Uk flag icon
EN
Important Information
Privacy and Cookie Policy
Disclosures
© 2025 Columbia Threadneedle. All Rights Reserved. Threadneedle Asset Management Limited, No. 573204 and/or Columbia Threadneedle Management Limited, No. 517895, both registered in England and Wales and authorised and regulated in the UK by the Financial Conduct Authority.

Legal and regulatory disclosures

For professional clients and/or qualified investors only

Nothing on this website is, or is intended to be, an offer, advice, or an invitation to buy or sell any investments, in any jurisdiction where, or to anyone whom it would be unlawful to do so. Please read our full terms and conditions before proceeding further with any investment product referred to on this website. This website may not be suitable for everyone, and if you are at all unsure whether an investment product referenced on this website will meet your individual needs, please seek professional advice before proceeding further with such product. I have read and accept the terms and conditions and cookie policy of this site.

Accept
Decline