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Patterson Sales Training are training
specialists dedicated to providing quality consultancy,
management training and exam preparation support for
the Financial Services Industry.
The founder - Ian Patterson
- is well known within the industry. He is a qualified
trainer, Chartered Insurance Practitioner and author.
He personally manages all projects and, by working in
conjunction with proven specialists, he is able to provide
all clients with personal attention and innovative solutions
that work.
Founded over 12 years ago, Patterson Sales
Training have probably assessed the skills of
more IFAs than any other firm. We have trained
literally thousands of managers and have worked
with more than 80 prestigious organisations covering
areas such as:
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TCF |
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T&C
Design/Audits |
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Sales
Skills |
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Assessments |
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Multi-Selling
and Relationship Building |
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Training
and Supervision |
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Enhancing
Advice Skills - eg: Fact Finding |
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Management
Training |
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Induction
Training |
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Preparation
for Certificate and Diploma Exams |
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Sales
Process Mapping/ Competency frameworks |
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Overseer
Training |
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Supervisor
Training / re-licensing |
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Executive
Coaching |
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Leadership
Training |
Profile on
Ian Patterson
Ian Patterson is widely known within
the Financial Services Industry. He is in his 24th year
with the industry during which time he has worked in
IFA and direct sales, broker sales and sales training.
He was formerly responsible for T&C, sales and management
training for a major life office.
Ian believes in doing things properly.
He is a Chartered Insurance Practitioner, a qualified
trainer and assessor and was in the first cohort to
achieve the prestigious part-Masters Advanced Coaching
Certificate offered by the Chartered Institute of Personnel
and Development. Ian's career has always been in sales
and he is a past Chairman of the Sales Training Association.
For the last twelve years, Ian has been
at the head of Patterson Sales Training, supplying Consultancy
and effective learning solutions to some of the most
prestigious names in the industry.
He is author of five books or publications,
including:
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The CII's study text on Long Term
Care Insurance (CF8)
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The CII's study text - JO7 - Supervision
in a Regulated Environment
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Regular contributions to Financial
Solutions and other journals
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Audio Programmes:
A sister business, Patterson Audio, is
the leading provider of audio material to the Financial
Services Industry. Titles currently include:
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Advised Sales (Investment Advice)
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Training:
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Presenter on management topics
on the Personal Finance Society's Technical Seminar
Programme
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