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Accelerator pathways

CPD content to develop essential soft skills for growing and sustaining business success

How to grow your business

Accelerator pathways from Adviser Edge is designed to help you develop and hone the soft skills that are crucial to growing and maintaining your business. Split across three stages – finding, winning and managing clients – the CPD content below provides insights and actions that you can implement in the short term, as well as longer-term strategic concepts to help develop your business.

 

We regularly add content to Accelerator pathways with insights from the team at Adviser Edge, as well as subject matter experts from the sales and marketing industry, to help you win new clients and grow your business.

 

You can explore what’s on offer by working through the tabbed sections below – Graham Finlay gives you an overview of the topics in each section in the introductory videos.

Accelerator pathways courses

Building a steady stream of leads, be they new clients or growing relationships with existing clients, is a key area of business activity. In this section we draw together ideas, techniques and tips to help you effectively market your services, without breaking the bank.

Persuading, convincing and influencing others are key skills that you can use to effectively convert prospects into clients. In this section we collate a range of proven techniques, tips and tricks to help you enhance your client conversion.

You don’t always need to look to new potential clients to grow your business. In this section we look at how you can nurture and grow relationships within your existing client base. It will help you to broaden your offering and deepen your client relationships for years to come.

Important information: This content is directed only to persons having professional experience in matters relating to personal investment (investment professionals and should not be distributed to anybody else. It has been prepared for general information purposes only. It does not constitute advice (whether investment, legal, regulatory, tax or otherwise) provided by Columbia Threadneedle Management Limited. Certain content on this website and materials is based on our own reading of legislation, regulation, or guidance issued by a government or regulatory authority, as at the date of publication, which is subject to ongoing change. Tax treatment is based upon individual circumstances. Columbia Threadneedle Management Limited gives no warranty or representation, whether express or implied, that such content is up to date, complete, or accurate.

Investment professionals using this website and its materials should not rely on any of its content. They remain solely responsible for advising their underlying clients in accordance with their own legal and/or regulatory obligations and for taking their own independent advice as they determine is necessary.

To the extent lawful, Columbia Threadneedle Management Limited excludes all responsibility and associated liability for any loss or damage suffered by any recipient of this website and materials who chooses to rely on its content, whether occurring in contract, tort (including negligence), breach of statutory duty, or otherwise, even if foreseeable.

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