Your IndustryApr 10 2018

Understanding what makes a good advice process

  • Understand the use of the first meeting and what this means for advisers.
  • Learn about the five steps of the advice process.
  • Grasp why first meetings should not be the focus of client/adviser interactions.
  • Understand the use of the first meeting and what this means for advisers.
  • Learn about the five steps of the advice process.
  • Grasp why first meetings should not be the focus of client/adviser interactions.
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CPD
Approx.30min
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CPD
Approx.30min
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pfs-logo
cisi-logo
CPD
Approx.30min
Understanding what makes a good advice process

Once upon a time, in a land now seemingly far, far away, intrepid financial advisers would prospect for clients and try to secure the all-important ‘first meeting’ with a client.

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