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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:

	Recognise different client buying motivations and use this to develop rapport more quickly
	Use four different questions to fact-find (based on the purpose for asking them)
	Identify and get client buy-in to a wider range of advice
	Identify how current advice processes can be enhanced
	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.

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Audio

Courses

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

Email: info@pstgroup.co.uk