Russell Investments
Investment and financial advice
Organisation Description
At Russell Investments we stand with you whether you are an institutional investor a financial adviser or an individual guided by an adviser’s personalised advice.
CPD Courses and Workshops Available
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Business Planning
Seminar | Russell Investments
This module is designed to help advisers be more concrete on their business plans and to change the way they run their businesses.
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Company Vision & Purpose
Seminar | Russell Investments
This module is designed to make delegates think deeply about what they want their business to be and what principles guide them.
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Strategic Persuasion
Seminar | Russell Investments
An in-depth look at the science and art of persuasion and how best to employ these practices in your day to day business.
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Demonstrating Value
Seminar | Russell Investments
This module outlines effective ways in which to communicate with your clients so that they can better understand the value of the service you provide.
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Building a Marketing Plan
Seminar | Russell Investments
This is a module designed to help advisers get clarity on the best ways to market their services to existing and potential customers
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Target markets & client referrals
Seminar | Russell Investments
This module is designed to get advisers to look deeply at their business and discover where they are getting their best clients; look at methods of acquiring more of those type of clients and delivering a high quality service that makes their clients want to refer friends and family to their adviser.
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Focused client reviews
Seminar | Russell Investments
This seminar will help advisers look at the processes that they currently have in place for holding review meetings with clients and optimise it into a scalable model that delivers maximum value to clients whilst also being efficient.
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Review your service proposition
Seminar | Russell Investments
This seminar is a Russell Academy module designed to help adviser review the service that they currently offer their clients and fine tune it to deliver greater value that their clients appreciate more.
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Trustee Training - Strategy
Workshop | Russell Investments
Defined benefit investment issues: all you need to know in three simple workshops. Trustees have never been under more pressure. There has never been a greater need for better data; stronger analysis and faster reactions. Our free training sessions are interactive; providing examples that will help you consider how to make informed decisions for the future of your own pension scheme.
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Trustee Training - Governance
Workshop | Russell Investments
Defined benefit investment issues: all you need to know in three simple workshops. Trustees have never been under more pressure. There has never been a greater need for better data; stronger analysis and faster reactions. Our free training sessions are interactive; providing examples that will help you consider how to make informed decisions for the future of your own pension scheme.
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