This section of the Patterson Sales Training website contains articles and information that may be of specific interest to Businesses and Managers of Businesses and Organisations. Click on the links below to select the item you wish to access.

CPD - how do you maximise the value of it?

Click here for an article

Click here for a checklist plan

Managing Your Time.

The article by Ian Patterson in the PFS's Financial Solution magazine introduced some basic principles of how to manage your time better. It also provided a self assessment checklist so that you could identify any major time thieves - areas of your work where time tends to just disappear.

View Article and Self-Assessment checklist

If you have used the self-check questionnaire, you may have identified some areas where you can manage your time better. The starting point of any activity is to understand what your current position is - this should help you analyse how you spend your time. But what do you do about it?

The self-assessment checklist asks 20 questions that are based on eight areas which are a common cause of poor time management.

Client Survey

What do you think about your service? How can you use this to drive your business and demonstrate you treat your clients fairly? Use our questionnaire along with a suitable accompanying letter.

Click here to download questionnaire.

Treating Customers Fairly

This is a major FSA initiative. How well does your firm stack up?

Click here to download questionnaire