Services Available

Tailored Coaching And Learning
For Your Advice Business

Face-to-Face and Remote

Training Programmes

Complex Business Workshop.

Complex Business Workshop

Managing Human Capital Risk in a Multi Owner Business

Learn to uncover, comprehend and manage financial risks that affect the financial well-being of SME’s with shared ownership.

Gain specialised business risk skills to build effective risk management strategies that protect the business and its owner.

This training programme involves one e-module and a two day workshop.

Designed to equip advisers with the knowledge and skills to consult, analyse and implement effective solutions to manage the financial risks in businesses with multiple owners that are caused by the loss of key human capital.

16 structured hours of CPD

  • Understand and articulate the service proposition to a business with multiple owners
  • Conduct effective consultations to uncover business situations and needs between owners.
  • Structure risk management solutions for the transfer of shares on death or disablement.
  • Analyse financial risks from key person loss in larger businesses.
  • Address business debts, guarantees, and securities related to ownership.
  • Protect owners’ income derived from the business by structuring loss of income requirements
Training Programmes

Microbusiness Workshop.

Microbusiness Workshop

Managing Human Capital Risk in a Microbusiness

Transform your Risk Management Advice and Client Outcomes.

Build the skills needed to advise and implement solutions that enable small business owners to reduce the negative financial consequences to their business and prevent the domino effect on their personal wealth and income if they become disabled or die.

This training programme involves four Triplejump e-modules and a two day workshop.

Designed to equip advisers with the knowledge and skills to consult, analyse and implement effective solutions to manage the financial risks in Microbusiness caused by the loss of key human capital.

19 structured hours of CPD

  • Understand and articulate service proposition for microbusiness owners.
  • Conduct effective consultations to uncover key person-related business needs.
  • Analyse the financial requirement for continuity and wind-up scenarios.
  • Match insurance solutions to financial risks adeptly.
  • Create and present effective risk management plans to owners.
  • Develop and present business cases for financial underwriting.
Course Development

Course Development

Thrive Consulting can develop a tailored course, training or workshop based on your business requirements in Personal Risk Advice, Business Risk Advice and Consultative Selling.

The process involves understanding your business and adviser needs. Ensuring comprehensive understanding allows us to pinpoint areas of focus, desired learning outcomes and best approach.

From there, Thrive Consulting will thoroughly curate the course tailored to your needs, ensuring meaningful educational experiences, training materials and resources supplied to meet your learning outcomes and objectives.

Thrive Consulting has developed (and continues to develop) course, webinars and short workshops intermediate and advanced risk topics which qualify for structured CPD.

On-going CPD

On-going CPD

Thrive Consulting understands that meeting on-going CPD requirements, especially for financial advisers residing outside major city centres, and seasoned advisers, in particular, expressing this struggle and challenge.

We use comprehensive resources, webinars, workshops and industry expertise to develop the best approach for on-going CPD needs.

Thrive Consulting has developed (and continues to develop) course, webinars and short workshops intermediate and advanced risk topics which qualify for structured CPD.

Consultancy

Consultancy

Thrive Consulting understands that extra support and consulting can assist advisers to deliver appropriate service deliverable.

Receive appropriate risk management advice, confidence in risk management messages and recommendations, reassurance of learnt business risk knowledge and assistance in building an advisers referral network.
At Thrive Consulting we use extensive expertise to provide extra support and consulting.

Extra support can include:

  • Guidance on Complex Business Risk Cases
  • Developing Centre of Influence presentation to ensure key messages are on point
  • Assist in market developments and building referral network and opportunities
Keynote Speaker

Keynote Speaker

Thrive Consulting utilises Cecilia Farrow’s in-depth knowledge, insights, and industry expertise to educate and inform advisers in large format events, whether it’s in-person or online.

Drawing upon her extensive experience and expertise, Cecilia excels at crafting and customising keynote speaker sessions that guarantee an unforgettable event.

Keynote sessions are designed to leave attendees not only motivated and inspired but equipped with a profound comprehension of essential topics within the Financial Services industry.

Do you have an up-coming event which will benefit from a keynote speaker with vast Financial Services experience, knowledge and insight?

Utilise Cecilia Farrow’s in-depth knowledge, insights and industry expertise to customise a keynote speaker session that will be inspirational and unforgettable.

Coach and Mentor

Coach and Mentor

Thrive Consulting offers a one-on-one coaching and mentoring service tailored to advisers seeking continuous growth beyond their initial training.

The business coaching and mentoring programme is designed to provide on-going support as the adviser/s apply training and strategies to real world cases.

Thrive Consulting’s approach is distinct from traditional consulting, focusing on individualised supervision to enhance their advisory skills.

Working closely with the adviser allows Thrive Consulting to help fine-tune their advice process and ensure the application of training.

The coaching and mentoring service propels advisers’ professional journey forward, by helping them to transform knowledge into competency and capabitlity.

Thank you for showing interest in our services.

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