15 Jun 2022
It was fantastic to have over 500 Advisers and their support teams join us for our first Business Development Forum on 9 June.
The interactive session hosted by Donna Hansen, Productivity Expert from Prime Solutions Training and Consulting focused on ways to help Advisers and their business with Word and Excel productivity.
The hour-long session covered a variety of skills including converting Excel data to graphs, turning raw data in to useable information, spreadsheet duplication, and shortcuts to save hours of work.
The session was a hit and we’ve been overwhelmed with positive feedback on how valuable it was.
Here’s what some of you had to say:
“Fantastic session, well done. My take away and time saver was the part on converting data from Excel to graphs as my clients love visuals to help understand concepts. This will really help me in me presentations.”
“Loved today’s session with Donna. Thank you for investing in Adviser’s growth. Session like these definitely makes Adviser’s lives easier by enabling us to work smarter.”
“That webinar with Donna was incredible and so much information to take on board. Thank you so much for putting this together, I think it’s the most useful webinar I have ever had!”
Missed the session?
If you were unable to attend the session, a recording is now available for you to view here, password cigna2022
To help you continue to build your skills look out for ongoing tips from Donna in our monthly newsletter.
Keep an eye out for our next workshop
We’re currently finalising the details for the next workshop in our business development programme, we’ll share more details on this soon.
Thanks to all of you who attended and took the time to feedback after the session, it’s always great to hear how valuable these platforms are for you and your support team.
We value your feedback and suggestions on what you want to see and hear from us in the future – so keep those ideas coming to your Business Partnership Manager.
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