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Target audience:
New and experienced advisers.
Overview:
To develop and practice key interpersonal and presentation 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:
Recognise four different types of client relationship and how they apply to your clients
Explain the five stages of trust building
Use basic psychological tools to determine how your client is thinking
Understand the four key behaviour types and:
(i) explain how their own behaviour shapes relationships
(ii) demonstrate how to adapt their own natural style to match the presentation style of others
Use features, advantages and benefits in a presentation and match these to the clients needs
Explain the FSA requirements under Treating Customers Fairly (TCF) as they apply to a recommendation meeting (2nd meeting)
Deal professionally with queries and objections
Position the service proposition and ask for referrals.
All of our courses are available on an 'in-house basis'. We do not currently provide 'public' courses.