Supervisors

A warm welcome to everyone joining this Supervisor Forum. I want to acknowledge your dedication and contributions to fostering, growing and supporting new Financial Mentors. Your role is crucial to the professionalisation of our sector. This forum is, first and foremost, for open discussion. Only certificated Supervisors can access this forum. We encourage you to speak freely, share challenges, and offer genuine feedback in a supportive environment. We're really looking forward to engaging in robust conversations today, focusing on how we can collectively advance our work. We aim to foster the sharing of creative ideas and provide positive support to one another as we continue the vital work of strengthening and growing our .  

Sorry, but I was away on sick leave. Are there videos to recap the hui, as I am currently a supervisor and keen to learn new tools to guide our staff and training.

Hello Jan Its Mali here In my first brief meeting with a FM to prepare him for his first mentoring meeting with his client What areas would you cover in this first brief supervisory meeting ? Thanks Mali

Kia Ora Mali, Welcome to the Supervisor Forum! I'm inviting other Supervisors to chip in too. ???? I think many of us can contribute to this one so Mali you pick and choose what you think might best for you both; 1. Preparation of the room, resources and access to information the FM or client might need (internet wifi capability/pass word?) 2. Walk through any information about the client (if known), warm the FM up to anticipating what financial information the client might provide, what information the FM might need to access, or potential options might be available. Pass the baton along for the next contributor... Jan ????

Thank you so much Jan for your contribution  

When is the next Supervisor COP? I can't see one listed for November

Hi Maliepo - I have seen some new FM be put off because their first client is a little more complicated than just finances (hopefully you can read between the lines there ;) ). I would always try and ensure that my brand new FM was seeing a more straight forward case - throwing them in the deep end doesn't always work as good practice.

We are currently outlining future scheduling and will respond with further information next week.   Cheers