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Consultancy
Our Approach to Consultancy

When providing training or consultancy, the first step is to meet with you and discuss your situation and needs.

We then work with a champion or sponsor to ensure that, in practice, the training/consultancy provided is appropriate and determine how improvements will be measured. This includes determining training and tracking the results.

 

T&C audits / T&C Design
Sales Process Mapping Services
Project Management
TCF Training
Sales skill assessments / TCF Audits
Bespoke video production for in-company use
Outsource training delivery, e.g. Induction Courses

 

"Many thanks for your thorough review of the proposals we had for developing our T&C scheme. Your feedback on our proposals together with the further suggestions you made, have enabled us to move forward swiftly in making our scheme more user friendly and aligned to the needs of the business."

Paul Alkins
Head of Strategy and Operations
Co-Operative Bank Financial Advisers



Some Key Business Issues...

Are you under pressure to reduce costs?
All businesses are looking at ways to reduce expenditure without losing quality training provision. Whether this means outsourcing training - in whole or in part - Patterson Sales Training can help.

Can you meet the needs of better trained and more demanding advisers?
As some firms strive to achieve the minimum standards required under T&C, others are demanding increasingly specialist adviser training that adds value. Patterson Sales Training can help with both skills-based training and technical training.

Are your advisers able to produce more and better quality business?
Doing more with less is a modern day fact of life, so how can your advisers work smarter? Do they have the skills, knowledge and confidence to provide advice on a broader range of client needs? Do they have the fact finding skills to enable them to get client buy-in to the range of needs identified? Are they able to develop lasting relationships that lead to repeat sales? Sales processes - help or hindrance?

Do your managers add value to the business process?
If you wonder if there is a better way of managing your business or whether your managers have the skills that make a difference, Patterson Sales Training can provide that edge.

 

"Training or consultancy should only have two possible objectives; to increase the amount of business sold or improve its quality"

 

What's New

In a hurry? MP3 downloads now available for all our supported exams
View here

New T&C service available to small IFAs 
Click here for further details

Latest FS Solutions article
View here

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


Audio
J01 - Currently under review
J02 - Trusts
J04 - Currently under review
J05 - Pension Income Options
J07 - Supervision in a Regulated Environment
Advanced Diploma Subjects

Courses

Fact Find Masterclass
The Trusted Adviser
Trainee Adviser Skills Programme

 


 


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

Email: info@pstgroup.co.uk

Copyright © 2008 Patterson Sales Training Limited - Web Design TMB

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