|Programme: Professional Adviser Fact-finding boot Camp - October 2014 Tweet|
|Description: This is a complete adviser soft skills development event. The programme is designed for advisers who will benefit from a truly immersive learning & development experience. Led by expert facilitators & assessors, conversational fact-finding equips attendees with the soft skills required to conduct highly effective fact-find meetings with clients and in doing so, write more business and deliver better client outcomes. The event is delivered over two full days in order to minimise time away from the business. If required, group events can be tailored to meet specific organisational requirements. Weekend events can also be facilitated.
Qualification requirements; Advisers should have completed/be nearing completion of the applicable technical qualification required for their role. Concessions are available.
Content overview: Our Fact-finding Boot Camp comprises a balanced mix of theoretical and practical sessions that equip financial advisers with the essential soft skills required to 'know your client'.
Maximum course number: 14
►►►NEXT Fact-finding Boot Camp:
Please use the email address below to confirm your interest and we will be in touch to make the necessary arrangements.
|Details of forthcoming programmes/events due to be scheduled are listed here.
We are also able to create and deliver programmes / workshops tailored to meet specific firm requirements.
|Programme:||Presentation Skills - Foundation||Details to follow|
|Programme:||Professional Adviser Skills Refresher||Details to follow|
|Programme:||Presentation Skills - Advanced||Details to follow|
|Workshop:||Questioning & Listening Skills||Details to folllow|
|Workshop:||Personal Motivation & Goal setting||Details to follow|
|Workshop:||Social Media||Details to follow|
For further information regarding the above or a specific learning / development requirement, please contact; Jan Willmott.
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