Many people in financial services spend too much time working in the business, not working on it. This course is designed to develop the skills of advisers in building rapport, cross-selling, developing questioning skills and positioning your advice offering. In our experience, most firms T&C arrangements still bear an unhealthy resemblance to those suggested by the PIA. How well does your T&C support your business? Ever wondered what leading edge T&C looks like?
The Patterson Group are training specialists dedicated to providing quality skills, management training and exam preparation support for the Financial Services Industry. He is a qualified trainer, Chartered Insurance Practitioner and author. He personally manages all projects and, by working in conjunction with proven specialists, he is able to provide all clients with the personal attention and innovative solutions of a subject matter expert and the resources of a larger firm.
Founded over 17 years ago, The Patterson Group have probably assessed the skills of more IFAs than any other firm. He is in his 30th year within the industry during which time he has worked in IFA and direct sales, broker sales and sales training. He was formerly responsible for T&C, sales and management training for a major life office. Ian believes in doing things properly.
Our Locations:
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Main Office - 31 Clifton Drive, Lytham St Anne's, FY8 5QY
01253 732298
Business Name
Patterson Sales Training
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