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?
Johnson Gibbs is an Independent financial and Investment firm. Established in 1982 to advise, preserve and grow clients wealth. Our style is unconventional, yet conservative and we focus entirelyon guiding our clients and their investments over the long term with relationships as a keystone to our business. Our objective is to produce innovative solutions and realize the financial future that our clients strive for.
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