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Recognise four different types of client relationship and how they apply to your clients |
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Explain the five stages of trust building |
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Use basic psychological tools to determine how your client is thinking |
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Understand the four key behaviour types and:
(i) explain how their own behaviour shapes relationships
(ii) demonstrate how to adapt their own natural style to match the presentation style of others |
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Use features, advantages and benefits in a presentation and match these to the clients needs |
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Explain the FSA requirements under Treating Customers Fairly (TCF) as they apply to a recommendation meeting (2nd meeting) |
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Deal professionally with queries and objections |
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Position the service proposition and ask for referrals. |
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All of our courses are available on an
'in-house basis'. We do not currently provide
'public' courses. |
