PFS - Finessing your First Meeting & 7 Rules of Readability - 18th November 2025 Face to Face with lunch included

Date - 18th November 2025 09:45hrs to 15:00hrs

The Personal Finance Society East Midlands have arranged this Face-to-face training session.

Venue - Leicester Space Centre, Exploration Drive, Leicester LE4 5NS

Learning objectives - Finessing your First Meeting

By the end of the half day workshop, you’ll be able to:

• Avoid the 5 common mistakes which lead to poor conversion
• Manage expectations so that you can have fruitful conversations

Recognise the 4 ingredients of trustworthiness

• Use techniques to settle people’s minds in the early stages of your meeting

Ask powerful questions which can help to demonstrate your value

• Listen to understand, not simply respond

Learning Objectives - 7 Rules of Readability

By the end of the session, you’ll be able to:

• Adopt the right mindset for effective writing
• Apply the seven rules of readability
• Avoid common pitfalls which lead to writing being ignored

Melissa is the Director of Motem Ltd. She specialises in helping Financial planning Firms

to win and keep clients through great communication. Trained by the Plain English

Campaign, she has a background in psychology and coaching and has worked alongside

the Financial services sector for over 10 years. She’s regularly asked to speak at

conferences and events for the PFS, CISI and CII on the subject of communication.

Melissa also sits on the Advisory Board of the Finance in Society Research Institute.

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