Case Study: MMS with Finance Experts
MMS was briefed by Professional Paraplanner/Research in Finance to build a mental health programme as a benefit to using their services in financial research and media.
They were looking to:
support the wellbeing of the in-house team and client staff growing in a fast and competitive market.
be an industry thought leader.
drive a unique proposition for their:
existing clients - to use their services more, justify upselling tools and renew their contracts.
new clients - to show their understanding and expertise in the industry.
MMS programme delivery
The mental programme focused to support the industry and demonstrate industry leadership:
The programme included different services:
2 waves of research with the industry workers to understand the challenges and results from the programme.
6 articles hosted on the Professional Paraplanner website.
4 recorded webinars on the Professional Paraplanner website.
2 live talks with senior industry stakeholders in the central, who were programme sponsors.
Results
“I really liked Patrick’s presentation, it was probably my favourite. He is very engaging and full of energy and knowledge. Sharing one of his most difficult life experiences with us must have been nothing easy and he’s shown us how to see the bright side of things and what amazing results this can have. Not to mention, before he left he came to each and every one of us to thank us for joining the event and have a small chat. Nobody has ever done that at all the events I have been to. I honestly hope you will invite him again”
““This is an area my firm and other firms are afraid to go into with focus on exams and careers, this stuff is gold dust on a personal and life skills level”
”This is all very topical at the moment. I would like to hear how we fit in all of the Mental health awareness alongside the performance management as they are often hand in hand not separate””
Client quote
“I have thoroughly enjoyed working with Patrick over the last year. We have worked together to create a series of webinars and articles around the subject of mental health based initially on some market research we conducted to ensure the programme addressed concerns our audience were experiencing. Patrick is an extremely conscientious person and has consistently delivered quality content, presentations both online and in-person on time meeting all our deadlines. The feedback from the audience has been excellent and I truly believe he has made a real difference to those reading and listening to him speak..”
— Richard Ley, Founding Partner, Research in Finance and Professional Paraplanner
