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Factfind Masterclass

Target audience:
New and experienced advisers.

Overview:
To develop and practice key interpersonal and fact finding skills that enhance business performance.

Duration:
1 day

As a result of this training, advisers should be able to:

Ian Patterson Re-consider how we position our services and build value in the eyes of the client.
Ian Patterson
Recognise different client buying motivations and use this to develop rapport more quickly
Ian Patterson
Use four different questions to fact-find (based on the purpose for asking them)
Ian Patterson
Identify and get client buy-in to a wider range of advice
Ian Patterson Identify how current advice processes can be enhanced
Ian Patterson
Explain the FSA requirements under Treating Customers Fairly (TCF) as they apply to the advice process
 

 

All of our courses are available on an 'in-house basis'. We do not currently provide 'public' courses.

 
What's New

Audio programmes – Update on J0 subjects

Audio programmes – New R0 subjects

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RDR/TCF - what might this mean to your business?


Audio Programmes

Whether you are sitting the CII's J0 or R0 subjects, our audio programmes could make all the difference.

91% of customers rated it 'valuable' or 'very valuable' for their studies.

Click on the link below for details

Advanced diploma subjects


Courses

Fact Find Masterclass
The Trusted Adviser
Trainee Adviser Skills Programme

 
 

Ian Patterson - Patterson Group


31 Clifton Drive, Lytham, Lancashire FY8 5QY
Tel & Fax: 01253 732298

Email: info@pstgroup.co.uk

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Advising Older Clients | The Mental Capacity Act | Pensions and Divorce | Pre-Owned Assets | Crammer Revision | Supervision in a Regulatory World
Coaching Course | Supervisor Licensing Course | Supervisor Update Course | Fact Find Masterclass | The Trusted Adviser | Trainee Adviser Skills Programme

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