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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

All of our courses are available on an 'in-house basis'. We do not currently provide 'public' courses.


As a result of this training, advisers should be able to:

Ian PattersonRe-consider how we position our services and build value in the eyes of the client.

Ian Patterson Recognise different client buying motivations and use this to develop rapport more quickly

Ian Patterson Use four different questions to fact-find (based on the purpose for asking them)

Ian Patterson Identify and get client buy-in to a wider range of advice

Ian PattersonIdentify how current advice processes can be enhanced

Ian Patterson Explain the FSA requirements under Treating Customers Fairly (TCF) as they apply to the advice process

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