New and experienced advisers.
To develop and practice key interpersonal and fact finding skills that enhance business performance.
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:
Re-consider how we position our services and build value in the eyes of the client.
Recognise different client buying motivations and use this to develop rapport more quickly
Use four different questions to fact-find (based on the purpose for asking them)
Identify and get client buy-in to a wider range of advice
Identify how current advice processes can be enhanced
Explain the FSA requirements under Treating Customers Fairly (TCF) as they apply to the advice process