Webinar Trusts And Trustees Responsibility 1360X784

Setting the standard

Explore how you could help your customers receive a good outcome every time with these best practices.

About the webinar

In this CPD qualifying webinar, Les Pick, Head of Sales for Home Finance will be exploring best practice in the industry and what you should be considering when you speak to your customers to ensure good customer outcomes.

Designed for advisers who are recently qualified in equity release, or haven't written new business recently, the webinar offers an opportunity to build on your soft skills and gain a holistic understanding of the advice process. It also provides 1 hour of structured or unstructured CPD, depending on your preference.

In this webinar, Les explores the following in more detail:

  • The advice process, from end to end
  • How to engage with external support agencies
  • The advice that you give
  • The importance of soft skills

 

CPD 1hr – Structured or unstructured (depending on preference)

Speaker: Les Pick